Keap Mobile vs AgeryX Tech

Your Keap CRM, available on the go! Our mobile app for Keap lets users add or access customer info, tasks, and notes on-the-go, keeping you prepared and ensuring you make a winning impression with customers. Mobile reminders and alerts prevent you from missing important to-do's. Stay organized with Keap CRM with built in marketing and sales automation. You can view customer details, notes, tasks, call history, messages, and more in one organized contact record so you don’t get caught without the info you need prior to a meeting or business call. ----------------------------------------- CRM features: • Business card scanner: Scan business cards, which will be automatically transcribed and added as a contact in Keap phone call app. • Easy contact import: Import your business contacts directly from your real phone number. • Appointment scheduler (For users of Keap Lite, Keap Pro, Keap Max editions only): View your appointments or book appointments directly through the phone call app so you can manage your business line on the go • Accept payments: View, edit, create and send invoices allowing you to request payment on the go. ----------------------------------------- Keap Business Line Features (For users of Keap Pro and Keap Max editions in the U.S. and Canada only): • Displays caller ID so you always know if the call is meant for your personal or business line. Use the Keap phone number caller ID to quickly see if the call is from your business line so you can answer your sideline number like a pro every time. • Works as a personalized real phone number generator to easily create or change a virtual number to exactly what you want. Choose your own local number or change phone numbers to a customized number like 555-4MY-HOME so it's memorable for your small business and your clients. It’s a second phone number generator with you in charge. • Auto replies when you’re away. SMS and call forwarding auto-replies when you miss a text or call on your business line so you never miss out on following up with a lead or an important client. • Let's you set your business schedule. Set a snooze schedule to pause business line calls and SMS notifications while sideline auto-replies for you to stay connected to your leads while you focus on other things that matter. • Allows for customization of your business line voicemail. Set up custom voicemail greetings so your second phone number for your business line is specific to your business. Plus, voicemails are automatically transcribed to help you save time and respond quicker.

AgeryX Tech puts your field service operation in your pocket. Built for electricians, plumbers, HVAC contractors, and service companies whose crews run work orders, capture job data, and turn site visits into estimates — right from the field. On the Job: • View assigned work orders with full job details and site photos • Clock in/out with GPS-verified time tracking — solo or the whole crew • Capture before/after photos for job documentation • Turn-by-turn navigation to job sites • Access customer history and equipment records (serial numbers, warranty dates) • Run task and safety checklists, then capture customer signatures at close-out • Work offline — everything syncs when you're back online From the First Visit to an Estimate: • Capture first-visit site details and photos that feed an estimate • AI Photo-to-Quote — turn job-site photos into a draft estimate with suggested line items in seconds • Review AI-generated estimates on-site before they go back to the office (Your office team builds and sends the final estimate — the field captures what it's built from.) Parts & Inventory in the Field: • See your truck stock and add parts straight to a work order • Request materials and track transfers between trucks and the warehouse • Scan parts and transfers with the built-in barcode scanner Built for the Trades: AgeryX is designed specifically for trade contractors — not generic project management adapted for field service. Every feature is built around how electricians, plumbers, and HVAC techs actually work. • Multi-site customer management with service history • Equipment tracking with serial numbers and warranty dates • Role-based access — your crew sees their jobs • Work orders and tasks are dispatched to your crew by your office team Security & Privacy: • Tenant-isolated — each organization's data is logically separated and access-scoped • Sign in with Microsoft for seamless authentication • All data encrypted in transit and at rest About AgeryX: Re-Mark Technologies Group LLC in Houston, Texas, builds AgeryX. We're field service professionals who got tired of software that wasn't built for the trades. AgeryX is intelligence in field operations.