Page Comparison

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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

   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 it could take a while for the XOi Vision notes to be created (based on the XOi polling cycle, syncing of data, etc.).

2. XOi polls for new appointments that are scheduled and assigned or completed for technicians whose email addresses are also valid XOi Vision email addresses. 
3. In XOi Vision, the job is created automatically based on the service appointment in Service Management. 
4. The Schedule API creates several read-only notes that are attached to the service appointment. 
   • XOi Site History
     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 Transcript 
     This note contains Vision's video transcription.

     Note
     This note is generated after the Vision platform processes the audio, which may be hours after the appointment is completed, so the XOi Video Transcription note will not be included on the Call (or Appointment ) Summary report. There may be up to three XOi Transcript notes, named XOi Transcript, XOi Transcript 2, and XOi Transcript 3.