Connect Sortly + ServiceTitan for Truck Stock 2026

Ask any electrical service manager what kills a productive day, and "running out of parts on a truck" is near the top of the list. A tech drives to a job, opens the bin, and the breaker they need is not there. Now it is a supply-house run, a delayed customer, and a second trip — all because two systems that should talk to each other do not.

Sortly tracks what is on the truck. ServiceTitan tracks what the job consumed. Connect them, and you get something neither delivers alone: truck stock that re-orders itself before a tech ever runs short. This integration guide walks through how to wire Sortly and ServiceTitan together, what an automated replenishment workflow looks like, and where an orchestration layer earns its keep.

Key Takeaways

• The stockout problem is an integration problem — Sortly and ServiceTitan each hold half the picture and rarely sync natively.

• Job-level consumption is the trigger: when ServiceTitan marks a job complete, the parts used should decrement Sortly automatically.

• Min/max thresholds per truck turn replenishment from a guess into a rule — alerts fire before stock hits zero.

• A second supply run costs far more than the part in lost billable hours; automation pays for itself fast.

• US Tech Automations orchestrates above both tools, syncing consumption, firing replenishment alerts, and routing purchase tasks without a dispatcher touching it.

What is electrical truck inventory automation? Electrical truck inventory automation is the practice of syncing job-level parts consumption from a field service platform into an inventory app so each truck's stock updates and re-orders itself automatically. Contractors who automate it eliminate most mid-job supply-house runs.

TL;DR: Connect Sortly and ServiceTitan by syncing completed-job parts usage into Sortly so truck stock decrements in real time, then set per-truck min/max thresholds that trigger replenishment alerts. The home services market is large and growing, so even small inventory leaks scale. Decision criterion: if your techs make more than one unplanned supply run a week, the integration pays for itself.

Why Electrical Truck Stock Goes Wrong

Who this is for

This guide is for electrical contracting businesses running 3 to 40 service trucks, roughly $1M to $20M in annual revenue, already using ServiceTitan (or a comparable FSM platform) for dispatch and Sortly for inventory, and losing billable hours to stockouts. The pain is universal: nobody knows what is actually on each truck until a tech opens an empty bin.

Red flags: Skip this build if you run one or two trucks, you have no field service platform, or your annual revenue is under $500K — at that scale a whiteboard restock list still works.

The home services sector is not small. According to the Houzz 2025 Home Services Industry Report, the US home services market is valued in the hundreds of billions of dollars annually, and electrical contracting is a substantial slice of it. According to the ANGI 2024 Annual Report, a large share of homeowners now source service professionals through digital platforms — which means demand is steady, and the constraint on growth is operational, not lead flow.

A breaker that costs a few dollars is not the expense — the two hours of billable time lost retrieving it is.

The root cause of truck stockouts is almost always the same: the system that knows what was used (ServiceTitan, when a job closes) never tells the system that tracks what is on the truck (Sortly). So Sortly's counts drift away from reality until a tech discovers the gap the hard way.

Why Manual Truck Counts Always Drift

Who this is for

Service managers and operations leads who have tried to fix stockouts with discipline alone — weekly manual counts, restock checklists, a group text. If your counts are still wrong by Wednesday, the problem is structural.

Red flags: Do not attempt automation yet if your Sortly catalog has no SKUs mapped to ServiceTitan materials. Map the catalog first; an integration syncing unmapped items just creates mismatched records.

Manual counts drift because they are a snapshot of a moving target. A tech uses parts on three jobs between counts; another borrows from a neighboring truck; a restock arrives unlogged. By the time someone counts again, the number is fiction. According to the ServiceTitan 2024 Pulse Report, contractors who tighten field operations see measurable gains in jobs completed per tech per day — and inventory accuracy is one of the levers, because a tech who never makes a supply run completes more jobs. According to the Houzz 2025 Home Services Industry Report, operational efficiency is now the leading constraint on contractor growth, not customer demand.

The fix is not more discipline. It is removing the manual step entirely: let job completion be the count.

How to Connect Sortly and ServiceTitan: Step by Step

Here is the integration build, end to end.

1. Map your catalog. In Sortly, ensure every part has a SKU. In ServiceTitan, ensure the matching materials carry the same SKU. This shared key is what lets the two systems agree on what a "10-2 NM-B cable" is.

2. Set per-truck inventory zones. In Sortly, create a folder or location for each truck so stock is tracked at the truck level, not just warehouse-wide. ServiceTitan's truck assignment becomes the link.

3. Define min/max thresholds per truck. For each high-velocity part, set a minimum (the level that triggers a re-order) and a maximum (a full truck). A residential service truck and a commercial truck will have different profiles.

4. Wire the consumption trigger. When a job is marked complete in ServiceTitan, the materials recorded on that job should decrement the corresponding SKUs in Sortly for that truck. This is the core of the integration.

5. Build the replenishment alert. When a truck SKU falls below its minimum, fire an alert — to the warehouse, the service manager, or a purchasing queue — naming the truck, the part, and the quantity needed.

6. Route the purchase task. Turn the alert into an actionable task: a purchase order draft, a supply-house pick list, or a warehouse pull request, assigned to whoever restocks.

7. Confirm the restock loop. When the restock is logged, Sortly counts go back up and the alert clears. The loop is now closed.

8. Review weekly and tune thresholds. Watch which parts still trigger surprise stockouts and raise their minimums; watch which parts never move and lower theirs.

Steps 1 through 3 are setup you do once. Steps 4 through 7 are the live workflow — and they must run automatically every time a job closes, which is where an orchestration layer comes in. US Tech Automations connects ServiceTitan's job-completion events to Sortly's inventory records and to a purchasing queue, so the entire loop runs without a dispatcher re-keying anything.

The replenishment logic in one table

This is the rule set that replaces manual counts. Once it is live, "is the truck stocked?" stops being a question anyone has to ask.

ServiceTitan Inventory Integration: What Native vs. Orchestrated Looks Like

ServiceTitan has inventory features, and Sortly has its own. The question is not whether either can track stock — both can — but whether the handoff between them and your purchasing process is automated.

The gap most electrical contractors fall into is the third row: they own both tools but never connect them, so they get manual entry in two places instead of one. The fix is either committing fully to one platform's native inventory or adding an orchestration layer that makes the two agree.

For broader context on where automation fits in field operations, see our emergency dispatch automation guide and the emergency dispatch with Kickserv and Twilio walkthrough.

Comparison: Sortly vs. ServiceTitan vs. Workiz vs. USTA

Where each tool wins: ServiceTitan wins if you want one all-in-one platform and will run inventory inside it. Sortly wins as a focused, easy inventory app for contractors who do not want FSM-grade inventory complexity. Workiz wins for smaller shops on a tighter budget. US Tech Automations wins when you have decided to keep both Sortly and ServiceTitan and need them to behave as one system.

When NOT to use US Tech Automations

If you run a small shop on ServiceTitan alone and you are willing to manage inventory entirely inside ServiceTitan's native module, you do not need an orchestration layer — the platform already keeps job consumption and stock in one place. Likewise, if you have only one or two trucks, a manual restock checklist is cheaper than any integration. US Tech Automations earns its place specifically when you have committed to a mixed stack — Sortly for inventory, ServiceTitan for dispatch — and need job completion in one to drive replenishment in the other. A single-platform shop should use that platform's native inventory first.

What the Integration Saves: A Realistic Picture

The cost of a stockout is rarely the part. It is the chain reaction.

• Lost billable time: a tech driving to a supply house is not billing.

• Delayed customer: the job runs long or gets rescheduled, hurting the customer experience.

• Dispatch disruption: the tech's next appointment slips, and the day cascades.

• Margin erosion: rush purchases at a supply house often cost more than planned warehouse stock.

According to the ServiceTitan 2024 Pulse Report, contractors who tighten field operations complete more jobs per tech per day — and eliminating unplanned supply runs is one of the most direct ways to get there. If each truck makes even one unplanned run a week, an automated replenishment loop recovers that time across the whole fleet.

Every supply-house run an automated workflow prevents is a job your tech finishes instead of postpones.

US Tech Automations is built to run this loop continuously. It watches ServiceTitan for completed jobs, decrements Sortly, checks each truck against its thresholds, and routes a purchase task the moment stock dips — no dispatcher, no spreadsheet, no Wednesday-morning surprise. To see how that orchestration is configured, explore the agentic workflows platform or the data extraction AI agents page. For related field automations, see our guides on HVAC maintenance reminders and home services safety inspection automation.

A 30-Day Implementation Plan

By day 30 the fleet restocks itself. The dispatcher stops fielding "we're out of X" calls, and techs stop losing billable hours to supply runs. US Tech Automations can compress weeks 3 and 4 by handling the integration logic — typically the slowest part of any contractor's automation project.

Glossary

Truck stock: The inventory of parts physically carried on a service vehicle, tracked per truck rather than warehouse-wide.

Stockout: The condition where a needed part is missing from a truck, forcing an unplanned supply-house run.

Min/max threshold: The minimum stock level that triggers a re-order and the maximum that defines a fully stocked truck.

Consumption trigger: The event — a completed job in ServiceTitan — that signals parts were used and should decrement inventory.

Replenishment loop: The full cycle of detecting low stock, ordering, restocking, and clearing the alert.

SKU mapping: The process of giving the same part the same identifier in both Sortly and ServiceTitan so the systems agree.

FSM (Field Service Management): Software like ServiceTitan or Workiz that handles dispatch, scheduling, and job records for field trades.

Orchestration layer: A platform that connects multiple tools and moves work between them automatically, sitting above the individual apps.

Frequently Asked Questions

How do I automate electrical truck inventory with Sortly and ServiceTitan?

Automate it by mapping shared SKUs across both tools, setting per-truck min/max thresholds in Sortly, and wiring ServiceTitan's job-completion events to decrement Sortly's truck stock. When a SKU falls below its minimum, a replenishment alert fires and routes a purchase task. An orchestration layer like US Tech Automations runs this loop without manual entry.

Does ServiceTitan track truck inventory on its own?

ServiceTitan has native inventory features and can track truck stock within its platform. The limitation appears when you also use Sortly — the two do not sync natively, so you end up entering data twice. You either commit to ServiceTitan's native inventory or add an orchestration layer to keep both tools agreeing.

What triggers a replenishment alert?

A replenishment alert fires when a truck's stock for a given SKU falls below its defined minimum threshold. The trigger upstream is job completion in ServiceTitan: completed jobs decrement Sortly's counts, and when a count drops past the minimum, the alert names the truck, the part, and the quantity to re-order.

How much does a single truck stockout actually cost?

The part itself is usually cheap; the real cost is the chain reaction — lost billable hours during a supply-house run, a delayed customer, a disrupted dispatch schedule, and often a higher rush-purchase price. According to the ANGI 2024 Annual Report, homeowners increasingly expect fast, reliable service, so a delayed job also risks the review and the repeat business. Across a fleet, even one unplanned run per truck per week adds up quickly, which is why automated replenishment pays back fast.

Do I need US Tech Automations if I already use ServiceTitan?

Not necessarily. If you run inventory entirely inside ServiceTitan's native module, you do not need an orchestration layer. US Tech Automations is for contractors who have deliberately chosen a mixed stack — Sortly for inventory, ServiceTitan for dispatch — and need job consumption in one to drive replenishment in the other automatically.

How long does the Sortly and ServiceTitan integration take to set up?

A focused build takes about 30 days: a week to map SKUs, a week to set truck zones and thresholds, a week to wire the consumption trigger and alerts, and a final week to add purchasing routing and tune thresholds. Mapping the catalog cleanly upfront is the step that most affects success.

Stop Losing Jobs to Empty Bins

Truck stockouts are not an inventory discipline problem — they are an integration problem. Sortly knows what is on the truck, ServiceTitan knows what the job used, and until those two agree, your counts will keep drifting and your techs will keep making supply runs. The eight-step build above closes that gap; automation keeps it closed every day without anyone counting.

US Tech Automations connects ServiceTitan and Sortly into one self-replenishing loop. See how the orchestration layer works and compare plans on the US Tech Automations pricing page, or browse more field-automation guides on the resources blog.