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 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.
"Overall, I'm extremely happy with the software. Its created efficiency within my business and has saved me a lot of money on part runs for items that we already had in inventory. I would highly recommend this software."
James K.
"I own and operate a small scale automatic door installation and service company with a few vehicles. This app saves me time and money by letting me know if an item is on truck #1 or truck #2 or sitting back in the shop inventory. Couldn’t be easier to use."
Tim
"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.
"Has a good user interface. Easy to navigate app. Very useful for categorizing items."
C.M.
"This app took our business to a new level. We could never keep all of our inventory straight without it. Extremely easy to use."
Josh
"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 app is way better than five stars — deserves 10 stars."
Faith G.
"A great product for any business big or small. I like how it notifies you about low item quantities and how you can input prices and it will give you total doable figures. The app is useful if I want to give a customer a quick “ball park” figure on a job and when it can be done, as I know what [inventory I have] and how much is in stock."
Matthew M.
"[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
"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.
"A great product for any business big or small. I like how it notifies you about low item quantities and how you can input prices and it will give you total doable figures. The app is useful if I want to give a customer a quick “ball park” figure on a job and when it can be done, as I know what [inventory I have] and how much is in stock."
Matthew M, Construction Technician
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.