Data deletion honored on request
"Delete the personal information we maintain about you, unless such information is necessary for compliance with our legal or regulatory obligations."
Confidence: high
Source
Sortly
by Sortly Inc.
Visual inventory tracking for field teams
Highlights
Capabilities
Trust
Media
www.sortly.com
About This Product
Photo-based inventory management platform with barcode and QR code scanning, cloud sync, and low-stock alerts. Popular with HVAC contractors for tracking truck inventory and warehouse stock. Visual approach makes it easy to identify parts quickly. Simple setup compared to traditional inventory systems suits small to mid-size field service operations.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- Yes
- Free tier
- Yes
- Public API
- Yes
- Deployment
- Cloud
Trust & Privacy
Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.
Primary policy document: https://sortly.com/privacy-policy
FSH Score Breakdown
Ease of Use 7.0
Features 4.1
Support 5.0
Value 6.5
Integrations 8.0
AI Capabilities 1.5
Features
42 features confirmed across
14categories· Showing confirmed capabilities only
Platform & Customization13features
Data ImportInventory ImportDocument ManagementCustom FoldersFeature Request Page For User SuggestionsFeature Request PortalSingle Sign-OnSSO (Single Sign-On)Unit ConversionCustom unit of measurementCustom BrandingQR Code Label CreationData ExportMulti-Location
Show 5 more
Third-Party IntegrationCustom API AccessAvailable in Enterprise planCustom FieldsLimits vary by plan (1 to Unlimited)Role-Based Access ControlAvailable in Premium and Enterprise plansAutomatic File Sync
Inventory Management5features
Inventory ManagementAudit And Cycle CountsStock CountsBarcode ScanningAvailable in paid plans (Advanced, Premium, Enterprise)Purchase OrdersAvailable in Premium planBarcode CreationBarcode Label Creation
Customer Communication4features
Client PortalClient bin accessNotificationsEvent topic selection for Slack alertsDedicated Slack ChannelDedicated Short CodesQR Code Support
Mobile & Field Tools4features
Offline ModeAvailable in paid plansLabel GenerationAvailable in paid plans (Advanced, Premium, Enterprise)AI Photo AnalysisImage recognition for item matchingTechnician Mobile App
Equipment & Asset Management3features
Equipment TrackingAlertsLow stock and date-based alertsAsset Management
Scheduling & Dispatch2features
Work OrdersBulk editReal Time Job Tracking with Maps and Photos
Reporting & Analytics2features
ReportingInventory reportingData Entry Cost AnalysisReal-time Sync
CRM & Sales2features
Interaction HistoryActivity HistoryCall Tagging
AI & Automation2features
AI Powered Product MatchingAutomation RulesItem and folder event triggers
Hardware Features1feature
Multi-Unit MeasurementCustom unit of measurement definition
Invoicing & Payments1feature
Payment ProcessingCheck-in/Check-out
Technician Management1feature
Time TrackingCheck-in/Check-out
Accounting Integration1feature
Accounting IntegrationAvailable in Premium plan
Training & Education1feature
Mobile-Friendly LearningMobile App
Integrations 8 across 5 categories
Accounting 2
QuickBooks Online
QuickBooks Online
Xero
Xero
Communication 2
Microsoft Teams
Microsoft Teams
Slack
Slack
eCommerce 2
Amazon Business
Shopify
Shopify
Productivity 1
Dropbox
Dropbox
Data & Automation 1
Zapier
Zapier
Pricing
- Model
- Freemium
- Starting at
- Free
- Notes
- Free tier for up to 100 entries. Paid plans from $29/user/mo with unlimited entries, barcode scanning, and team features.
