Free Preventive Maintenance Checklist Template
Streamline your preventive maintenance program with our comprehensive checklist template. Reduce equipment downtime, extend asset life, and ensure regulatory compliance with systematic maintenance tracking.
Overview
Our preventive maintenance checklist template helps service teams standardize maintenance procedures across all equipment types. Designed for field service professionals, this template includes essential inspection points, safety checks, and documentation requirements. Perfect for HVAC, manufacturing, facilities management, and industrial equipment maintenance.
Key Benefits
Streamlined Operations
Standardize your service workflows with professional templates that ensure consistency across all jobs and technicians.
Faster Job Completion
Pre-built checklists and forms help technicians complete jobs more efficiently, reducing time on-site and increasing daily job capacity.
Improved Compliance
Built-in safety checks and compliance requirements help you meet industry standards and reduce liability risks.
Better Customer Experience
Professional documentation and clear communication templates enhance customer trust and satisfaction.
Reduced Errors
Structured templates minimize missed steps and ensure all critical information is captured accurately every time.
Easy Customization
Adapt templates to your specific business needs with customizable fields, branding options, and workflow modifications.
Complete Checklist
- Verify equipment identification tags and serial numbers
- Review maintenance history and previous service records
- Check equipment operating hours and runtime logs
- Document current operating conditions and parameters
- Photograph equipment condition before maintenance
- Verify equipment specifications match documentation
- Inspect for signs of wear, corrosion, or damage
- Check all mounting bolts and fasteners for tightness
- Examine electrical connections for looseness or burning
- Look for fluid leaks (oil, coolant, hydraulic)
- Inspect guards, covers, and safety devices
- Check for unusual wear patterns or abnormalities
- Verify proper labeling and warning signage
- Check all lubrication points per manufacturer specs
- Verify oil levels in reservoirs and sumps
- Inspect oil quality and check for contamination
- Lubricate bearings, gears, and moving parts
- Replace or top-off fluids as needed
- Check hydraulic fluid levels and condition
- Inspect grease fittings and apply grease where required
- Document fluid types and quantities used
- Inspect belts for wear, tension, and alignment
- Check pulleys and sheaves for wear or damage
- Examine chains for proper tension and lubrication
- Inspect gears for wear, pitting, or unusual noise
- Check bearings for noise, heat, or vibration
- Verify coupling alignment and condition
- Test all mechanical linkages and adjustments
- Test all electrical connections for tightness
- Inspect wiring for fraying, damage, or overheating
- Check motor windings and insulation resistance
- Test control switches and safety interlocks
- Verify proper grounding and bonding
- Inspect circuit breakers and fuses
- Check motor current draw against nameplate ratings
- Test emergency stop functions
- Test all emergency stop mechanisms
- Verify safety guards are in place and functional
- Check safety interlocks and limit switches
- Inspect fire suppression systems if applicable
- Test alarm systems and warning devices
- Verify lockout/tagout compliance capabilities
- Check access restrictions and barriers
- Run equipment through normal operating cycle
- Monitor vibration levels and patterns
- Check temperature readings at key points
- Measure sound levels for unusual noise
- Verify speed and pressure parameters
- Test all operating modes and functions
- Document performance metrics and readings
- Complete maintenance log with all findings
- Document any repairs or adjustments made
- Note any items requiring future attention
- Update equipment maintenance schedule
- Take after-maintenance photographs
- Provide recommendations for next service
- Sign off on completed checklist with timestamp
Related Templates
Explore more templates to streamline your field service operations