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.

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.

Sortly customer reviews and testimonials.

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

"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.

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

F.T.

"Simple, yet loaded with features. Anyone can learn to use this system in a day, customer service listens to feedback and updates the app with better results. Overall great product and I recommend it."

J.J.

"Sortly has become an indispensable tool at Brothers Fix, empowering us to streamline operations [in our warehouse] daily."

Edward G.

"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

"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

"The best thing to happen to our company! Sortly has flipped our productivity, especially when it comes to inventory. We used to keep inventory by pen and paper, which came with MULTIPLE errors. Those errors have been drastically cut back. It's completely improved our company's production and inventory management."

Timothy S.

"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

"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.

"I searched through several inventory software programs and none were designed with the user in mind like Sortly. The program and application are fast and intuitive!"

Ben W.

"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.

"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

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Ready to change how your HVAC business manages inventory?

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