Feature Overview

Sortinal is a complete job management platform for HVAC installers. Here's what's included.

Core Modules

Quoting

Build professional AC quotes on-site. Select equipment from the built-in Daikin and Mitsubishi catalogs, calculate cooling loads, add extras, and generate a branded PDF in minutes.

Jobs & CRM

Track every job from enquiry to completion. Manage customers, schedule site visits, run checklists, and keep a full activity log.

Scheduling

Visual calendar for job visits and installs. See your team's schedule at a glance, assign visits, and track attendance.

Invoicing

Create invoices from approved quotes with one tap. Accept payments via Stripe (card, tap-to-pay), send payment links, and track what's paid.

Stock & Inventory

Track parts and materials across warehouses and vans. Set reorder thresholds, forecast usage, manage vendors, and create purchase orders.

Statistics

Dashboard analytics showing revenue, quote conversion rates, job completion, and trends over time. Generate reports for any period.

Staff & Permissions

Manage your team with granular role-based permissions. Set hourly labour rates, control module access, and track who does what.

Equipment Catalog

Built-in Daikin and Mitsubishi product databases. Splits, multi-splits, ducted, cassette — with specs, pricing, and energy ratings.

Settings

Configure your business profile, quote defaults, communications, payment methods, and everything else.

Multi-device Sync

Work offline, sync when connected. Your data lives on every device and stays in sync automatically.

Tools & Features

Sortinal includes a set of specialist tools built for HVAC work: