SortinalSortinal /Docs

Quick Start

Get Sortinal running and send your first quote — all in under 10 minutes.

1. Download & install

  • Windows: Download the installer from sortinal.com and run it. Sortinal installs like any other desktop app.
  • Android: Install from the Google Play Store (search "Sortinal").
  • iOS: Join the TestFlight beta via the link on sortinal.com.

2. Create your account

Open the app and tap Sign Up. Enter your email and choose a password. You'll get a confirmation email — click the link to verify.

3. Set up your business

After signing in for the first time, you'll be asked to create a business. Fill in:

  • Business name — your trading name
  • ABN — your Australian Business Number
  • ARC licence — your refrigerant handling licence number
  • Contact details — phone, email, address

This info appears on your quotes and invoices, so get it right.

4. Add your first customer

Go to Customers in the sidebar and tap the + button. Enter the customer's name, phone, email, and site address. Business customers can also have a company name and ABN.

5. Create a job

Go to Jobs and tap + New Job. Link it to the customer you just created. Give the job a short description — something like "Supply & install split system to bedroom".

6. Build a quote

Inside the job, tap + New Quote. This opens the quoting workflow:

  1. Add a system — choose the AC unit type (split, multi, ducted), select the brand and model, and configure indoor/outdoor units.
  2. Set room conditions — the app calculates the cooling load based on room size, insulation, windows, and orientation.
  3. Add extras — optional add-ons like wifi controllers, condensate pumps, or premium mounting brackets.
  4. Review pricing — check the total, adjust margins if needed, and preview the PDF.

7. Send the quote

Tap Generate PDF to create a professional quote document. You can:

  • Email it directly from the app
  • Share the link — the customer gets a web page where they can approve or decline
  • Print it or save the PDF

That's it. You've just created and sent a professional HVAC quote from your phone or laptop.

What's next?