ConvergeSense is the unified operations platform for service businesses — dispatch, ticketing, CRM, billing, monitoring, and a customer portal, deeply integrated around one customer record.
Your operation isn't fragmented. Your software is.
A typical service business runs on a CRM, a ticketing tool, a dispatch board, a billing system, and a stack of spreadsheets gluing them together. Every handoff between tools is re-typed data, a missed SLA, or a customer asked the same question twice.
ConvergeSense replaces the patchwork with one system. Every module — dispatch, tickets, billing, monitoring, the portal — works from the same customer record, so the whole operation moves as one.
The platform
Six modules. One operations platform.
Everything a service business runs on — not integrated after the fact, but built on the same data from day one.
Dispatch & Scheduling
A live dispatch board with drag-and-drop scheduling, technician routes, and job statuses straight from the field. Dispatchers see capacity at a glance; techs see their day on their phone.
Ships with: schedule board · route view · field statuses
Ticketing & Service Desk
Queues, SLA timers, and escalation rules — with every ticket linked to the customer, site, and equipment behind it. Nothing gets lost between intake and resolution.
Ships with: SLA timers · queues · escalations
CRM & Customer Records
The system of record for your operation: contacts, sites, equipment, contracts, and full service history in one place. Every module reads from it, so nobody re-types a customer's story.
Invoices generated straight from completed jobs and tickets, plus recurring billing for contracts and managed plans. The work and the money never live in separate systems.
Ships with: job-to-invoice · recurring plans · AR view
Monitoring & Alerts
Service health and uptime flow into the same system that runs your tickets and dispatch. An alert can open a ticket and schedule a truck roll before a customer notices anything.
Customers see their tickets, appointments, invoices, and service status in a branded portal — without calling your office to ask. Fewer status calls, happier customers.
Ships with: status view · invoices · appointments
Deeply integrated
One customer record. Every module reads and writes it.
A monitoring alert becomes a ticket. The ticket becomes a dispatched job. The job becomes an invoice — and the customer watches it all happen in the portal. No syncing, no middleware glue, no duplicate records to reconcile.
Alert→Ticket→Job→Invoice→Portal
Built for your vertical
The same platform, configured for how your trade actually works.
Job types, SLAs, workflows, and terminology adapt per industry. The underlying system — and your data — stays one.
ISP
Outage monitoring opens tickets and dispatches truck rolls before customers call.
Monitoring · Dispatch · Portal
MSP
Patch windows, alerts, and recurring contracts run through one service desk.
Ticketing · Monitoring · Billing
IT Services
Every device, site, and ticket tied to one customer record across projects and support.
Ticketing · CRM · Portal
Field Service
Jobs move from intake to dispatch to invoice without re-entering a single detail.
Dispatch · CRM · Billing
HVAC
Maintenance agreements schedule themselves; seasonal surges stay on one board.
Dispatch · Billing · CRM
Electrical
Estimates, permits, and multi-day jobs tracked from first call to final invoice.
Dispatch · CRM · Billing
Plumbing
Emergency calls jump the queue with routing that keeps the rest of the day intact.