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:
Track every item tied to a job or work order in one structured place, including high-value equipment and tools you can’t afford to misplace.
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.
See what’s in stock, what’s on each truck, and what’s already tied to a job or work order.
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.
Check items out to a job, update what was used, and return unused parts to inventory with quick scan actions.
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 everything from HVAC parts to office inventory using a phone, tablet, or computer.
Use familiar scan actions across everyday workflows. Check items in and out, update quantities, move parts, and keep records accurate in the field.
Friendly, helpful customer service whenever you need it.
Top Sortly Features
Our powerful features help you organize, track, and manage inventory with ease.
Mobile & Offline Access
Use Sortly on your smartphone or tablet to track and update inventory from anywhere—even when connectivity drops.
Low Stock Alerts
Get notified when an item is running low so you always re-order the right amount.
Barcode & QR Scanning
Scan barcodes from your smartphone to instantly add, update, and manage your items with greater speed and accuracy.
Label Generation
Create and print custom barcode labels from Sortly—perfect for checking equipment and tools in and out.
Customizable User Access
Control who from your team can view, edit, and update inventory in Sortly.
Item Photos
Track the appearance and condition of your items over time by adding photos to item entries.
Reports
Monitor inventory history and data, activity history, and user actions with customizable reporting.
Custom Folders & Fields
Organize inventory with custom folders and subfolders that fit your business, and track important item details with custom fields.
Integrations
Speed up processes and save time by integrating Sortly with your favorite platforms.
Pick Lists
Create a pick list to ensure your team grabs the right items from your inventory, every time.Stock Counts
Create, assign, and track stock counts with a guided workflow that makes it easier to maintain accurate inventory.
Purchase Orders
Create purchase orders using your inventory details to simplify reordering and keep purchasing connected to your inventory.The availability of features varies by plan. Visit our pricing page for details.
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.
Jobs
Track the parts, tools, equipment, supplies, and materials tied to each job, project, work order, ticket, or request in one structured place.
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.
"Sortly has become an indispensable tool at Brothers Fix, empowering us to streamline operations [in our warehouse] daily."
Edward G.
"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.
"Sortly makes hard finds easy finds. Apart from a few things I had in my work shed, I had no idea of what stock I had. Sortly helped me get my electrical gear in order. After inputting my stock into Sortly, I now have $20K of stock I didn't know I had."
Matthew T, Electrical Contractor
"Ours is a very quick, fast-paced environment and Sortly has been able to help us keep track of all our different pieces, whether it be furniture or signage. For us to be able to keep all of those things moving, we needed software to help us more clearly track those items, and Sortly has been a really great place for us to do that. It's been easy for us to train on."
Better Beans Branding
"This has changed my job as manager of Inventory for an office space! It is so much easier to get things sorted when they can be counted in a flash, instead of having to use an excel spreadsheet."
Lisa D.
"Our experience with Sortly has been overwhelmingly positive. As our business grows, so does our use of Sortly. We love having an up-to-date and easy-to-use inventory control system that helps us keep costs down. Sortly clearly takes user feedback very seriously. We have seen many of our suggested changes implemented since we started using the program."
Blake B.
"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.
"[Sortly is] super. It just makes a huge difference on everything. It's probably one of the most helpful products that I use in the business on a day-to-day basis."
Christopher Boshears Design
"Sortly has added hours and confidence to my life! As a sole proprietor with an overwhelming amount of inventory, that comes and goes in the blink of an eye, I needed a system that could keep up. Sortly excels at keeping it all organized. I am very happy with it!"
Sortly Customer
"Sortly makes hard finds easy finds. Apart from a few things I had in my work shed, I had no idea of what stock I had. Sortly helped me get my electrical gear in order. After inputting my stock into Sortly, I now have $20K of stock I didn't know I had."
Matthew T.
"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.
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.