The Smartest HVAC Inventory Software Ever.
Your heating, ventilation, and air conditioning business should be focused on high-quality service—not searching for parts and tools. Sortly’s HVAC inventory management software ensures that your business:
Never misplaces or runs out of essential parts or tools.
Always has the right inventory on the right trucks.
Knows precisely when inventory needs to be serviced or replaced.
Stop wasting time and money tracking down essential HVAC parts and tools.
You’re in the business of helping your customers—and fast. The last thing you want is a technician showing up to a job without the parts they need. Ensure that your team offers excellent, timely service by making certain they have all the essential parts, every single day. With Sortly, you can:
Get low stock alerts and reminders for when you’re running low on inventory.
Set up maintenance alerts to remind you when to service equipment.
Know exactly what’s in stock and how much to re-order, every time.
Use the in-app barcode and QR code scanner to track items and quickly audit inventory.
Track high-value equipment and tools you can’t afford to misplace.
Visualize all your HVAC inventory on your Sortly dashboard.
Sortly’s HVAC inventory software shows you the exact location and quantity of all your parts, tools, and inventory.
Use Sortly on your phone, tablet, or computer—from anywhere, anytime.
Quickly access and search every part you’ve got in stock—even across multiple locations and fleet vehicles.
Upload high-resolution photos of inventory, parts, and equipment so you can visualize items and track their condition over time.
Add key details for your items, such as manufacturer, handling instructions, and more.
Focus on your customers—not on searching for inventory.
Your business has more important things to do than hunt for missing ducts, open a million boxes searching for the right condenser, or spend days learning to use an HVAC inventory system. Sortly’s HVAC inventory app offers time-saving features that can help you get organized right away.
Generate and print custom barcodes and QR codes to label unmarked parts, right from the app.
Check equipment and tools in and out with an in-app scanner, even when employees are on a service call.
Create detailed reports that help you understand inventory usage and value.
Give the right access to the right employees so your whole team can update inventory in real time.
HVAC inventory software you’ll get the hang of in minutes.
Sortly was designed for everyone on your team—even employees who’ve never digitally tracked inventory before. Thanks to Sortly’s user-friendly interface, there are no trainings or manuals required. Just an intuitive, customizable app designed to help your business run better.
Simple, flexible interface that everyone can use.
No additional equipment required—track HVAC parts and office inventory using a phone, tablet, or computer.
Friendly, helpful customer service whenever you need it.
Sortly HVAC inventory management software features.
Easy Inventory Import
Easy inventory import transfers your existing inventory into Sortly with the touch of a button.
Items
Enter your items and track key details about them, such as quantity, location, and cost.
Item Photos
Add item photos to your entries to create a visual inventory and track appearance and condition details.
Custom Folders
Custom folders so you can organize your stuff exactly how you want it.
Custom Fields
Custom fields so you can track the unique details that matter to you and custom-segment your items.
Inventory Lists
Inventory lists perfect for audits, budgeting, or forecasting.
User Licenses
User licenses so you can collaborate with your team and even your clients.
Customizable User Access
Customizable user access ensures you share the right info with the right people.
Activity History
Activity history provides visibility into user updates so you know who did what, and when.
Pick Lists
Create a pick list to ensure your team grabs the right items from your inventory, every time.
Barcode & QR Code Scanning
Barcode & QR code scanning so you can scan items right from your smartphone.
QuickBooks Online Integration
Easily send invoices and purchase orders to your existing QBO account.
Purchase Orders
Create a purchase order using your inventory details for end-to-end inventory management.
Label Generation
Label generation so you can add barcode labels to physical inventory.
Check-in/Check-out
Use the in-app scanner to check items in and out and ensure they’re returned to the correct locations.
Quantity-based alerts
Quantity-based alerts to notify you when an item falls below a set threshold (so you know when and how much to re-order).
Date-based Alerts
Date-based alerts so you can schedule maintenance and repairs for valuable equipment and assets.
In-app Alerts
In-app alerts to notify you of your alerts while you’re using the Sortly app.
Email Alerts
Email alerts to notify you via email of your alerts.
Activity Report
Activity reports allow you to keep tabs on all users' changes to items, folders, tags, and more.
Inventory Summary Report
Inventory summary reports allow you to quickly see the total quantity and value of your inventory based on selected filters.
Move Summary Report
Move summary reports gives you a record of all inventory location changes during a specified time period.
Low Stock Report
Low stock reports allow you to see all items that are below set minimums so you can re-order the right amount at the right time.
Item Flow Report
Item flow report gives you a full picture of all quantity changes for your items during a specified time period.
Transaction Report
Transaction reports provide a full picture of all inventory transactions, including quantity changes, additions, and deletions.
Easy-to-use Mobile App
Easy-to-use mobile app for iOS or Android.
Cloud-based Automatic Sync
Cloud-based automatic sync ensures your team can seamlessly update inventory in real time from any device.
Offline Mobile Access
Offline mobile access so you can use Sortly in the field (and sync later).
API
API access so you can connect your existing tools and data to Sortly.
SSO (Single Sign-On)
SSO (Single sign-on) for maximum security.
Sortly customer reviews and testimonials.
We're proud to be an industry-leading solution trusted by thousands of businesses.
"I run an insurance restoration company and we keep about $30,000 in supplies on average. This helps us manage, order, and protect our inventory. We use three people to manage this process and it saves me about 20% of the value each year. "
Jay Van Deusen
"Has a good user interface. Easy to navigate app. Very useful for categorizing items."
C.M.
"It is really easy to keep track of the items we have in our warehouse. I like how it also keeps track of the history, so it makes it really for us to see a date and time an items level decreased or increased. I also really like how easy it is to use, we were able to easily get multiple people on board to understand how it works."
Celina M.
"The ability to define our own unit of measurement is so nice. It's incredible because [our measurements] can be very vague; if it's a box of boxes, it's very complicated. With Sortly, we can specify exactly what it is."
Marcon
"With Sortly, we have been able to quickly and efficiently add our inventory. We love that notifications can be sent to individuals when inventory is running low on a particular item."
Robin R.
"I love this app. I have a cookie business and it helps me to see and keep track of my cutters and stencils that I use constantly. "
P.S.
"Overall, it's been a delight. It's easily customized, consistently functions well, allows us to run the reports we need for inventory tracking and auditing, and it's easy to use, so it's easy to onboard new volunteers who join our Inventory Team."
Kristen B.
"Sortly has allowed us to keep a close eye on our inventory even when it's spread out to different locations and remote workers who depend on having the correct count in order to sale."
Tammy F.
"This works great for keeping track of my truck inventory."
F.T.
"I've been a customer since [Sortly's] first year. They have kept up a clean responsive product that has also evolved as my company has. I can't imagine running my inventory on a clunkier or messier system. It's easy to use and integrates well in my business. QR codes are a game changer and helps keep me away from messy, tedious spreadsheets. Their portal for upvoting and requesting features with progress on if they are considering or implementing them is fantastic, as they actually do implement those changes."
Tim T.
"Sortly has been essential in our establishment. It has given us the ability to quickly visualize the large facilities we work in with the help of folders and subfolders. We can review all inventory folders and subfolders, which equates to the entire building and the dozens of ooms within it. Once we clear out, we can check Sortly to see all equipment within that building and remove that equipment."
Donnie B.
"We need to maintain about 200 items of inventory which need to get ordered and re-ordered weekly. Sortly cuts out the excuses for items not getting monitored and ordered. Very simple and intuitive to use."
S.W.
Read more about working in Sortly:
Blog Post
This Industrial Finishing Company Saves Time, Reduces Waste and Avoids Costly Shutdowns with Sortly
Blog Post
10 Reasons to Consider Cloud-Based Inventory Management
Blog Post
Inventory Control 101
Ready to change how your HVAC business manages inventory?
Give Sortly a try—totally free.