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.

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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.

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

Check-in/check-out so you can use the in-app scanner to scan assets in/out as they change hands and 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.

Sortly customer reviews and testimonials.

We're proud to be an industry-leading solution trusted by thousands of businesses.

"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.

"Mobile access allows us to input changes in the warehouse, rather than write it all down and input it later. This saves not only time but paper as well."

Cassandra R.

"We love that we are able to place the valuations of items and thorough descriptions and photos of each item for the purpose of identification. Additionally, the information downloads into a very nice and easy to understand spreadsheet for reporting purposes."

Jamez D.

"It has been wonderful and made my work life so much easier. I'd recommend to anyone or company. Keep up the great work Sortly team!"

Jason J.

"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.

"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.

"As a manufacturer, we use Sortly to keep track of all the parts that come and go from our warehouse and back once we receive a completed product. Our team has a really easy time scanning barcodes to help us keep track of all our parts. Sortly has become part of our daily operation."

Michael S.

"This is by far the best Inventory Management Software that I've used. Not only is it simple but it's also powerfully customizable to set options just the way you desire. "

V.O.

"Sortly has made managing our inventory fun! There, I said it. All of our items in one place. Categorized in a way that makes sense to us. With photos so there is no confusion by only having product numbers that no one really knows. We see the value, the quantity, the item type, the variants, etc. all in one place. And, it's mobile! Our inventory used to be a guessing game before Sortly. Now, we always have confidence in what products are in stock."

Heather P.

"This works great for keeping track of my truck inventory."

F.T.

"I honestly love the fact that I am able to monitor the in and out of each medication and clinical item used. The exporting to excel is nice to use in regards to trending metrics in regards to intake and out."

Ron G.

"It is very easy to use. It is at our fingertips and also available on the computer for my assistant to be able to manage our inventory for our uniforms and equipment. We are able to assign the equipment to each individual and know what is with whom."

Elizabeth S.

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Ready to change how your HVAC business manages inventory?

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