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Steam System Maintenance Software for Boiler and Trap Contractors

Trap surveys, boiler outages and valve work planned around the plant's steam demand, with every trap and every repair recorded where it sits.

Steam System Maintenance Software for Boiler and Trap Contractors
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A trap survey is hundreds of small results

A trap survey is hundreds of small results

A site with four hundred steam traps needs each one found, tagged, tested and classed. The value of the survey is in that list, and it only holds up if every line has a location, a result and a date.

One line per trap - tag number, location and trap type on the form
Result classed - working, failed open, failed closed, cold or not accessible
Photo where useful - the trap and its tag when the result needs proof
Repairs listed - failed traps passed to the office as follow-up work
Boiler outages run on the inspector's date

Boiler outages run on the inspector's date

The insurer's inspector books a date, and the boiler has to be cooled, opened, cleaned and ready. If the contractor is late, the inspection is lost and the plant runs on a backup or not at all.

Outage planned backwards - cool-down, opening and cleaning booked before the inspection
Crew and gaskets ready - people and parts on the job before the boiler is off
Readiness photographed - open vessel and cleaned surfaces captured for the record
Box-up signed - the site signs when the boiler is closed and handed back
Valves and safety devices

Valves and safety devices

Pressure reducing stations, safety valves, strainers and isolation valves each have their own servicing interval, and safety valves often go away for testing. Knowing which valve is where, and when it comes back, is part of the job.

Valve jobs by location - station and tag written on each job
Removed and refitted - dates and replacement units recorded
Parts from stock - gaskets, seats and strainer screens issued to the job
Hours per visit - time on site kept for the service contract
Work around steam demand

Work around steam demand

Most steam work needs a section isolated or a boiler down, and production decides when that can happen. The contractor fits its crews around those windows.

Windows on the board - the times the plant allows, booked as fixed jobs
Isolation confirmed - a checklist step before any line is opened
Hot work noted - permit requirements written on the job
Handback recorded - the plant confirms steam is restored
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Up to 2 team members
Task management & scheduling
Digital Forms
Mobile app for iOS & Android
Reports
Read how steam contractors plan trap surveys and boiler outages

What steam system maintenance software is for

A steam contractor's week mixes three kinds of work: repeated surveys of traps and valves, planned boiler outages tied to inspection dates, and urgent calls when a leak or a failed trap shows up in production. Steam system maintenance software for that contractor is about fitting all three onto the same crews without losing the detail each one needs. Surveys come round on a fixed cycle, outages follow the inspection calendar, and callouts arrive whenever a line decides to fail.

Shifton Field Service puts the work on one board, gives the technician the right form on the phone, and keeps readings, photos and signatures with the job.

The steam trap survey as a record

A steam trap survey only pays off if it is repeated and compared. Tag numbers must stay the same, locations must be described so the next person finds the trap, and results must use the same categories every time. A structured form enforces that; a clipboard does not.

Leaks, insulation and condensate return

Surveys turn up more than traps: a flange weeping steam, missing lagging on a valve body, a condensate line that has corroded through. Each is small on its own. Logged as separate follow-up items with a photo and a location, they become a list the site manager can approve and the contractor can schedule, instead of a paragraph at the bottom of a report that nobody acts on.

Boiler service software and outage planning

As boiler service software, Shifton handles the contractor's side of the outage: booking the crew, listing gaskets and parts, photographing the open vessel for the inspector and getting the box-up signed. The statutory inspection itself remains the inspector's business.

What Shifton Field Service does

It plans surveys, outages, valve work and callouts on one board, sends crews checklists and job details through the mobile app, collects readings, photos and signatures, logs hours and produces reports per site. A two-technician firm gets that core free with no end date; Inventory, Invoicing, GPS work location control and the customer portal are paid.

It is not a steam monitoring system and it does not calculate steam losses, energy savings or boiler efficiency. It keeps your crews planned and your records complete.

Frequently Asked Questions

Can we run a steam trap survey on the phone?

Yes. Build a survey form with a line per trap: tag, location, type, result and a comment, with photos where needed. The technician works through the site and the finished survey stays with the job.

Does Shifton read trap monitors or boiler controls?

No. It does not connect to wireless trap sensors, burner management or plant controls. It records what the technician observed and tested.

Can we use it as boiler service software for small commercial boilers too?

Yes. Annual services, burner checks and breakdown calls on commercial boilers are ordinary jobs with their own checklist, parts and signature.

How do we pass failed traps to a repair crew?

The survey lists them; the office creates repair jobs on the board from that list and assigns them, with the tag numbers and photos already on the job.

What does a two-person steam contractor pay?

Nothing at all for the board, the mobile app, forms and reports, and the arrangement does not run out. Invoicing, Inventory, GPS work location control and the customer portal are separate paid modules.

Does it replace the inspector's report?

No. The insurer's or authority's inspector issues their own report. Shifton keeps the contractor's record of preparing the boiler and closing it up.

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