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 Access
Use Sortly on your smartphone or tablet to update your inventory from anywhere.
Inventory Location Tracking
Set up custom folders and subfolders based on your business's locations and track your items as they move across warehouses, trucks, job sites, and more.
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.
Offline Access
Offline Mobile Access lets you track and update inventory even when you’re offline or out of range.
Custom Fields
Custom Fields allow you to track and customize unique information about your items.
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.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.
"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 helped my company save a lot of time when it comes to inventory management and being able to see with a few clicks what we do or don't have available."
Travis Z.
"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
"Sortly has revolutionized our inventory tracking... Adding Sortly was one of the greatest things that we’ve done in my department to create efficiency."
Scott M, Morrow-Meadows
"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.
"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
"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.
"We have been able to maintain a much tighter control on our inventory. Great product!"
Will G.
"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.
"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.
"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.
"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.
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.