XOi Deep Linking allows users to click a link in MobileTech to open XOi's Vision app. Within the Vision app, users click a Return button to go back to MobileTech.

XOi Integration Setup in Schedule

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With XOi Deep Linking turned on , four read-only notes are attached to the service appointment.

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and the XOi integration is set up in Schedule, this is what you can expect to happen with schedule service appointments. In XOi's Vision app, a job is the same as a service appointment in MobileTech.

1. A new service call with an appointment is created in Schedule, Signature, or MobileTech. The appointment is assigned to a technician and scheduled.

   Note

   We recommend that the appointments be created by the back office. If the service appointment is created in MobileTech, the technician will need to sync their device to send the appointment to the back office. The XOi integration will run and the notes will be added to the appointment in the back office and will be available when the technician syncs again, however this may take some time to create.

2. XOi polls for new appointments that have are scheduled and assigned or completed for technicians whose email addresses are also valid Vision email addresses. 
3. In XOi Vision, the job is created automatically based on the service appointment from Schedule.
4. Schedule creates several read-only notes that are attached to the service appointment. 

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1. • XOi Site History
     

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1. • This internal note contains the hyperlink to the Job Activity in the Vision app. This note is required to display the XOi Site History field on the service appointment.
   • XOi Workflow
     This internal note contains the hyperlink to the job. This note is required to display the XOi Workflow field on the service appointment.
   • XOi Resolution
     This note contains the URL to view any related photos and/or videos on the Vision website and is included on the Call (or Appointment) Summary report.

   • XOi Video Transcription
     This note contains Vision's video transcription. 

     Note
     This note is generated after the Vision platform processes the audio

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1. • , which may be hours after the appointment is completed, so

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1. • the XOi Video Transcription note will not be included on the Call (or Appointment) Summary report.

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Example

An example of how a technician would might use deep linking within a service appointment:

1. Arrive on site.
2. In the MobileTech service appointment, select the Vision Site History Technician selected More or Complete by selecting an appointment. 
3. Technician selects the Open XOi Vision hyperlink to open the right of XOi Workflow.

4. The job displays in the Vision app

   to the Site History information

   .

5. In Vision, click return link to go back to MobileTech.
6. Begin working through tasks in MobileTech.
7. Navigate to Vision to “Capture photos” (appointment window chgs to add the notes & hyperlinks)
8. In Vision, click the return link to go back to MobileTech.
9. Continue working through tasks in MobileTech.
10. Finish work tasks.
11. Navigate to Vision for final image captures and “Create recap video”.
12. In Vision, complete the Job (service appointment).
13. In Vision, click return link to go back to MobileTech. 
14. Complete service appointment in MobileTech

    Note
    If the technician is not currently logged into Vision, the login screen displays first.

15. To return to MobileTech, the technician selects:

    • iOS: Image Added MobileCRM in the top left corner in the Vision app.

    • Android: Use the device's Back button.
16. In the MobileTech service appointment, select the Open XOi Vision hyperlink to the right of Vision Site History. This opens the Vision app to the Job Activity screen.
17. In Vision, the technician selects to go back to MobileTech and completes any necessary tasks.
18. The technician navigates back to Vision using the XOi Workflow hyperlink to capture images and to create the recap video.
19. While in Vision, the technician completes the Job and returns to MobileTech.
20. In MobileTech, the technician completes the service appointment.