XOi Support
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Activity overview
Latest activity by XOi Support-
XOi Support created an article,
How to view job summary in XOi Vision Web
The Job Summary provides details of who the customer is, the location of the job, and the work being done by the technician. This information can be viewed directly from XOi Vision Web. To view...
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XOi Support created an article,
Vision Product Release 11/21/2022
Workflow Searching Admin users now have the ability to search and quickly locate workflow templates. In the Administration tool, a search bar is located at the top of the Workflows page where use...
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XOi Support created an article,
Vision Product Release 11/15/2022
Select Existing Equipment When a technician is assigned a new job from a Field Service Management (FSM) software, XOi will look at that location and display all existing equipment dataplates. In a ...
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XOi Support created an article,
Filtering Reports
Reports can be filtered by preset filters or with custom criteria to help you narrow down and analyze data. All administrators and select users* have access to the Reports tab. Pre-defined Filt...
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XOi Support created an article,
Why can't I see all the text in my note?
If you can't see your workflow/internal/step note or it appears that a portion of the letters is chopped off, like the picture below, you should check the following: Zoom - Zooming in the screen ...
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XOi Support created an article,
Why can't I see the Create Job button?
When using XOi Vision Web a Create New Job button will be in the right-hand corner to the left of your name. You may not see this button due to the below reasons: Example of what your screen ...
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XOi Support created an article,
Why is my password reset stuck?
Did you recently create a new password and things got stuck? Generally, this indicates that you did not create a password that meets all the required password criteria. When you create your passwo...
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XOi Support created an article,
How to stop unwanted workflow notifications
Is one of your employees receiving unwanted emails with XOi job summaries? This is typically caused by their contact information being listed as a workflow notification on a workflow or particular ...
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XOi Support created an article,
The app keeps freezing
If your XOi Mobile application freezes when you try to use it, there are a couple of simple steps we recommend in order to fix this: Force close the application. Go into device settings and cle...
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XOi Support created an article,
How to create a collection in the Knowledge Base
Creating unique collections of items within the Knowledge Base can easily be done. Navigate to the Knowledge Base Locate the items you would like to put into a collection Check the box to the lef...