Welcome to Smart Solutions
Smart Solutions case studies highlight how MCAA contractors and Manufacturer/Supplier Council members collaborate to improve productivity, manage costs, and solve real‑world project challenges. Each case study focuses on practical applications of products, technologies, and processes that deliver measurable results across mechanical construction, service, fabrication, and operations.
Through real project examples, Smart Solutions provides insight into how contractors are applying innovative solutions to streamline workflows, improve coordination, and enhance overall performance. Explore the case studies below to identify ideas, approaches, and proven practices that can be adapted to your own operations.
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Warwick Mechanical Boosts Business with XOi System for Technicians
Facing a tight labor market, Warwick Mechanical Group turned to XOi for technology solutions that make it easy for less-seasoned technicians to get information and communicate with supervisors and customers quickly. Warwick’s revenue reached around $115 million in 2021, and Ron Clark, vice president of Service, credits solutions like XOi with contributing to that success.
Increase Sales and Customer Satisfaction with XOi & J.M. Brennan, Inc.
With XOi, J.M. Brennan, Inc. was better able to show customers exactly what their projects needed and why, resulting in increased sales and revenue. Tracking their key performance indicators (KPIs) with XOi, J.M. Brennan has seen their closure rate for field quotes increase by 10 percent, among other improvements.
SitelogIQ Speeds Up Processes Using XOi Technologies
SitelogIQ, a full-service facilities solution provider in California, has proof that seeing is believing—and they are speeding up their quote approval process as a result. “We’re capturing XOi content—physical video, pictures—onto quotes, which has expedited how fast those quotes are approved. We seem to get less contested quotes, less questions,” said Jason Saunders, service operations manager for SitelogIQ.
Enhancing Customer Experience and Repair Reliability
Crockett Facilities Services uses XOi technology to improve customers’ experience, which translates into more confidence in Crockett’s recommendations and repairs. XOi also provides Crockett’s technicians with easy access to a knowledge database, repair manuals, and expert guidance, so they can make well-informed decisions, and repairs are done right the first time. Happy customers and efficient, effective technicians help Crockett be more productive.
Arista Air Conditioning Employs XOi Technology to Build Customer Trust
In New York City, competition among HVAC providers is intense, so Arista Air Conditioning Corporation found a new way to win over customers. The company armed all of their technicians with the cloud-based XOi mobile app. Technicians use their mobile devices to generate photo and video documentation of every service call for Arista’s customers—so customers can see what the techs see.
Atomatic Handles Increased Workload With XOi App
Atomatic Mechanical Services Inc. credits XOi with helping them manage their workload. “Before using XOi, we were on the brink of having to hire more inside support to handle quotes,” said Jordan Goldenstein, general manager of Atomatic’s residential group. “Now, with this smoother process, we are able to handle the work with our existing personnel.”
With XOi App, Havtech Improves Communication, Expedites Service
XOi Technologies’ cloud-based mobile app takes the manual work out of getting critical information from the field into the hands of those who need it, which is helping Havtech streamline communication and improve efficiency. Havtech now has full transparency with their customers at every stage of the contract—from quote to completed work.
IES Uses XOi Vision to Drive Service Opportunities
Indoor Environmental Services (IES) of California adopted XOi Vision technology, paired with Key2Act’s MobileTech, to provide technicians with an easy platform for capturing video and photos on the jobsite and sharing that content with customers. That investment has yielded many unexpected returns, including reducing the lead time for sales follow-up on field-originated opportunities from two weeks to one or two days.
MacMiller Sees Bright Future with XOi Vision
Within 90 days of adopting the XOi Vision™ platform’s field service management program See, MacDonald-Miller Facility Solutions (MacMiller) landed a huge national account, based in part on the company’s use of video technology. With See, MacMiller technicians can easily link video and photos to customer accounts through mobile devices.
Havtech, MacMiller Better Connect With Customers Through XOi Technologies
Havtech and MacDonald-Miller Facility Solutions (MacMiller) are among those MCAA members using XOi Technologies to capture facilities information that helps them improve service and better communicate with clients. In a highly competitive market, video documentation helps them get client approval quickly, demonstrate that work is completed, and bring technicians up to speed quickly before they go onsite to provide service.
Tolin Mechanical Improves Business, Increases Transparency With XOi Vision
Tolin Mechanical of Denver, CO, adopted the XOi Vision app to streamline data capture and communication among its technicians and customers, improving customer satisfaction, decision making, and repeat business. Tolin is a full-service facility management company that works with commercial, industrial, institutional, and government organizations to maintain safe, healthy, and energy-efficient building operations.
