{"id":11568,"date":"2019-04-23T05:05:39","date_gmt":"2019-04-23T05:05:39","guid":{"rendered":"https:\/\/sitemate.com\/?page_id=11568"},"modified":"2026-05-31T18:33:50","modified_gmt":"2026-05-31T18:33:50","slug":"preventive-maintenance-checklist","status":"publish","type":"page","link":"https:\/\/sitemate.com\/au\/templates\/plant-equipment-assets\/forms\/preventative-maintenance-checklist\/","title":{"rendered":"Preventive Maintenance Checklist"},"content":{"rendered":"<h3>Use and edit template for free<\/h3>\n\t\t\t<a href=\"https:\/\/dashpivot.com\/signup?reference=preventative-maintenance-checklist-template&#038;templateId=5cbe6c96a1d7661f94a1ad4f\" target=\"_self\" rel=\"nofollow noopener\">\n\t\t\t\t\t\t\tUse this template now\n\t\t\t\t\t<\/a>\n\t<h1>Preventative Maintenance Checklist Template and Proven Format<\/h1>\n\t\t\t<a href=\"https:\/\/dashpivot.com\/signup?reference=preventative-maintenance-checklist-template&#038;templateId=5cbe6c96a1d7661f94a1ad4f\" target=\"_self\" rel=\"nofollow noopener\">\n\t\t\t\t\t\t\tUse this template now\n\t\t\t\t\t<\/a>\n\t<p>Start with a free 30-day trial. No credit card required.<\/p>\n\t<p>A checklist for preventive maintenance helps ensure the routine and proper maintenance of your plant, equipment and assets, reducing the chances of breakdowns and costly failures. A well-formatted preventive maintenance checklist template standardises your maintenance workflows and documents, ensuring you always have well-documented data and accurate reliable maintenance records.<\/p>\n<p>This preventive maintenance checklist template makes creating maintenance checklists quick and easy for everyone, and is a smarter digital format than using Excel and other legacy formats.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2024\/01\/check.svg\" alt=\"\" loading=\"lazy\" \/>\u00a0 \u00a0100% fully editable checklist for preventive maintenance<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2024\/01\/check.svg\" alt=\"\" loading=\"lazy\" \/>\u00a0 \u00a0Run preventive maintenance from mobile or tablet on site<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2024\/01\/check.svg\" alt=\"\" loading=\"lazy\" \/>\u00a0 \u00a0Add photos or videos to show preventive maintenance work done<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2024\/01\/check.svg\" alt=\"\" loading=\"lazy\" \/>\u00a0 \u00a0Share completed maintenance reports as PDF or CSV<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2024\/01\/check.svg\" alt=\"\" loading=\"lazy\" \/>\u00a0 \u00a0Thousands of templates including other <a href=\"https:\/\/sitemate.com\/au\/templates\/plant-equipment-assets\/\">plant, equipment, asset templates<\/a><\/p>\n  <img decoding=\"async\" id=\"template\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2019\/04\/2019-04-23-example-template-project-preventative-maintenance-checklist-1-page-001.jpg\" alt=\"Preventative maintenance checklist template\" loading=\"lazy\" \/>\n    Preview template here\n\t<p>Trusted by over 250,000 people from built-world companies of all sizes<\/p>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2021\/08\/Group-19.svg\" loading=\"lazy\" \/>\n\n\n\n\n\n\n\n\n\n\n\n\n\t<\/p>\n<p>~10,000 employees<\/p>\n<p>\n\n\n\n\n\n\n\n\n\n\n\n\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2021\/08\/Frame-42.svg\" loading=\"lazy\" \/>\n\n\n\n\n\n\n\n\n\n\n\n\n\t\n<\/p>\n<p>~500 employees<\/p>\n<p>\n\n\n\n\n\n\n\n\n\n\n\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2021\/08\/Frame-43.svg\" loading=\"lazy\" \/>\n\n\n\n\n\n\n\n\n\n\n\n\n\t\n<\/p>\n<p>~10 employees<\/p>\n<p>\n\n\n\n\n\n\n\n\n\n\n\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2021\/08\/Group-20.svg\" loading=\"lazy\" \/>\n\n\n\n\n\n\n\n\n\n\n\n\n\t\n<\/p>\n<p>~25,000 employees<\/p>\n<p>\n\n\n\n\n\n\n\n\n\n\n\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2021\/08\/Group-21.svg\" loading=\"lazy\" \/>\n\n\n\n\n\n\n\n\n\n\n\n\n\t\n<\/p>\n<p>~200 employees<\/p>\n<p>\n\n\n\n\n\n\n\n\n\n\n\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2021\/08\/Frame-44.svg\" loading=\"lazy\" \/>\n\n\n\n\n\n\n\n\n\n\n\n\n\t\n<\/p>\n<p>~1,500 employees<\/p>\n<p>\n\n\n\n\n\n\n\n\n\n\n\n\t<h2>Use this checklist for preventive maintenance for free.<\/h2>\n\t\t\t<a href=\"https:\/\/dashpivot.com\/signup?reference=preventative-maintenance-checklist-template&#038;templateId=5cbe6c96a1d7661f94a1ad4f\" target=\"_self\" rel=\"nofollow noopener\">\n\t\t\t\t\t\t\tGet started now\n\t\t\t\t\t<\/a>\n\t<h3>What&#8217;s a reliable format and frequency for your preventive maintenance checklist and information?<\/h3>\n\t<p>Maintenance checklists are typically completed regularly, with the most common frequencies being monthly, quarterly or annually, depending on the specific needs of your plant and equipment. By having a well-structured preventive maintenance schedule and data capture routine, you keep your plant, equipment and assets in top condition.<\/p>\n<p>It&#8217;s important for any checklist for preventive maintenance format to include the below sections, whether you run your inspections via electronic forms, paper, spreadsheets or other format:<\/p>\n<ul>\n<li>Date and time of inspection<\/li>\n<li>Building or area being inspected<\/li>\n<li>Name of inspector or auditor<\/li>\n<li>Roofing inspection checklist<\/li>\n<li>HVAC checklist<\/li>\n<li>Plumbing and restrooms checklist<\/li>\n<li>Lighting checklist<\/li>\n<li>Section for other items that need to be inspected when required\/applicable &#8211; if any<\/li>\n<li>Notes and comments of the inspector<\/li>\n<li>List of issues found and maintenance required (include required action items)<\/li>\n<li>Signoff field for the inspector to complete the report<\/li>\n<\/ul>\n\t<h3>Preventive maintenance checklist template types in the workplace<\/h3>\n\t<p>There are a number of different types of assets or &#8216;resources&#8217; involved in preventative maintenance. Any machine or equipment which is somewhat expensive and has a &#8216;life expectancy&#8217; should have preventative maintenance conducted on it.<\/p>\n<p>Some of the more common types of preventative maintenance occur on heavy machinery, light vehicles, entire buildings and facilities, manufacturing equipment, HVAC systems and even technology items. The typical buckets of preventative maintenance checklists are:<\/p>\n<ol>\n<li>General equipment maintenance checklists<\/li>\n<li>Facility management checklists\n<ol>\n<li>This is where HVAC and even plumbing maintenance forms fall<\/li>\n<\/ol>\n<\/li>\n<li>Manufacturing and industrial preventative maintenance checklists<\/li>\n<li>Vehicle and fleet maintenance forms<\/li>\n<li>Safety and compliance maintenance checklists including fire extinguishers and other important safety and regulatory equipment<\/li>\n<\/ol>\n<p>This specific checklist template can be edited to suit any of the above use cases with simple drag and drop functionality, and Sitemate also has hundreds of free plant and equipment templates which can be used for preventative maintenance and other asset management processes.<\/p>\n\t<h3>What&#8217;s the future of preventative (and predictive) maintenance schedules, forms and processes?<\/h3>\n\t<p>Big data has been changing maintenance for a long time now, with in-built systems and technology providing new insights into our technology way over and above what manual checks and inspections can provide.<\/p>\n<p>Even though technology has progressed, we are still very reliant on manual preventative maintenance processes, hence the basic checks. In 2025, with the advance of IoT and AI, we are looking at an evolving maintenance landscape. The main shift with these technologies has been a progressive and strategic shift away from &#8216;preventative&#8217; maintenance to &#8216;predictive&#8217; maintenance.<\/p>\n<p>Software and electrical systems have always been good for collecting data about a resource and organising that data into a digestible format, but AI and more advanced technologies can now predict and &#8216;see&#8217; failures before they occur, potentially saving industrial companies thousands of dollars on downtime, delays etc.<\/p>\n<p>Preventative maintenance in the form of manual inspections and checklists will be around for a long time yet, especially for certain objects and assets including buildings and adhoc items. These manual checks will work in tandem with new technology to improve the asset management lifecycle.<\/p>\n<p>These checks are also critical communication tools, initiating conversation in the workplace around asset management and maintenance, and triggering conversions around critical topics like safety.<\/p>\n<p>For now, given you are here looking for a preventative maintenance checklist template, get started with this form template to progress your maintenance processes, and then evolve from there.<\/p>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2023\/01\/Vector-111-1.svg\" loading=\"lazy\" \/>\n\t<h2>Other popular maintenance templates you can use and edit for free<\/h2>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2019\/04\/Maintenance-request-form-template.jpg\" alt=\"Maintenance Request Form template\" loading=\"lazy\" \/>\n\t<p>Maintenance Request Form template<\/p>\n\t<p>Streamline and automate the maintenance request process to make maintenance requests easy and painless for everyone.<\/p>\n\t\t\t<a href=\"https:\/\/sitemate.com\/au\/templates\/plant-equipment-assets\/forms\/maintenance-request-form-template\/\" target=\"_self\">\n\t\t\t\t\t\t\tSee the template\n\t\t\t\t\t<\/a>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2019\/04\/Field-service-report-template.jpg\" alt=\"Field Service Report template\" loading=\"lazy\" \/>\n\t<p>Field Service Report template<\/p>\n\t<p>Improve how your teams conduct, organise and action field service reports with this smart template.<\/p>\n\t\t\t<a href=\"https:\/\/sitemate.com\/au\/templates\/plant-equipment-assets\/forms\/field-service-report-template\/\" target=\"_self\">\n\t\t\t\t\t\t\tSee the template\n\t\t\t\t\t<\/a>\n\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2019\/04\/Excavator-maintenance-checklist-template.jpg\" alt=\"Excavator Maintenance Checklist template\" width=\"1200\" height=\"360\" \/>\n\t<p>Excavator Maintenance Checklist template<\/p>\n\t<p>Ensure your super valuable excavators are maintained and taken care of using this checklist template.<\/p>\n\t\t\t<a href=\"https:\/\/sitemate.com\/au\/templates\/plant-equipment-assets\/forms\/excavator-maintenance-checklist\/\" target=\"_self\">\n\t\t\t\t\t\t\tSee the template\n\t\t\t\t\t<\/a>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2023\/01\/Vector-112.svg\" loading=\"lazy\" \/>\n\t<h3>Preventive maintenance checklist template smarts generated with Dashpivot software<\/h3>\n\t<p>A well-documented preventive maintenance report is only as good as the processes around it. An integrated software system like Dashpivot can help digitise and streamline your processes to run preventive maintenance smoothly and instantly notify relevant team members when they need to action any checklist items.<\/p>\n<ul>\n<li>Access and fill-in the checklist for preventive maintenance as you walk around on site using any mobile or tablet device.<\/li>\n<li>Add photos, videos or PDF attachments directly to your digital preventive maintenance checklists.<\/li>\n<li>Instantly download, print or share your preventive maintenance reports as formatted PDF or CSV documents with your company logo from the software\/<\/li>\n<li>Store and access any of your checklist records from the cloud where they are secure and organised.<\/li>\n<li>Visualise your preventative maintenance schedule and records on real-time dashboards.<\/li>\n<\/ul>\n\t\t\t<a href=\"https:\/\/sitemate.com\/au\/plant-equipment-assets\/preventative-maintenance-app\/\" target=\"_self\">\n\t\t\t\t\t\t\tLearn more\n\t\t\t\t\t<\/a>\n\t\t\t<a href=\"https:\/\/sitemate.com\/au\/software\/dashpivot\/demo\/\" target=\"_self\">\n\t\t\t\t\t\t\tWatch demo videos\n\t\t\t\t\t<\/a>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2020\/11\/Div-Checkboxes-32.svg\" loading=\"lazy\" \/>\n\t<p>Sitemate builds best-in-class software tools for built world companies.<\/p>\n\t\t\t<a href=\"https:\/\/sitemate.com\/au\/\" target=\"_self\">\n\t\t\t\t\t\t\tLearn more\n\t\t\t\t\t<\/a>\n\t\t\t<a href=\"https:\/\/sitemate.com\/au\/software\/dashpivot\/demo\/\" target=\"_self\">\n\t\t\t\t\t\t\tWatch demo videos\n\t\t\t\t\t<\/a>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2021\/08\/Group-944-2.svg\" loading=\"lazy\" \/>","protected":false},"excerpt":{"rendered":"<p>Use and edit template for free Use this template now Preventative Maintenance Checklist Template and Proven Format Use this template now Start with a free 30-day trial. No credit card required. A checklist for preventive maintenance helps ensure the routine and proper maintenance of your plant, equipment and assets, reducing the chances of breakdowns and&hellip;<\/p>","protected":false},"author":2,"featured_media":11575,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"industry":[],"product":[78],"region":[145],"system":[98],"content_type":[99],"class_list":["post-11568","page","type-page","status-publish","has-post-thumbnail","hentry","product-dashpivot","region-global","system-fleet-management","content_type-template-landing-page"],"acf":[],"custom_permalink":"templates\/plant-equipment-assets\/forms\/preventative-maintenance-checklist","_links":{"self":[{"href":"https:\/\/sitemate.com\/au\/wp-json\/wp\/v2\/pages\/11568","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sitemate.com\/au\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/sitemate.com\/au\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/sitemate.com\/au\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/sitemate.com\/au\/wp-json\/wp\/v2\/comments?post=11568"}],"version-history":[{"count":1,"href":"https:\/\/sitemate.com\/au\/wp-json\/wp\/v2\/pages\/11568\/revisions"}],"predecessor-version":[{"id":53861,"href":"https:\/\/sitemate.com\/au\/wp-json\/wp\/v2\/pages\/11568\/revisions\/53861"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sitemate.com\/au\/wp-json\/wp\/v2\/media\/11575"}],"wp:attachment":[{"href":"https:\/\/sitemate.com\/au\/wp-json\/wp\/v2\/media?parent=11568"}],"wp:term":[{"taxonomy":"industry","embeddable":true,"href":"https:\/\/sitemate.com\/au\/wp-json\/wp\/v2\/industry?post=11568"},{"taxonomy":"product","embeddable":true,"href":"https:\/\/sitemate.com\/au\/wp-json\/wp\/v2\/product?post=11568"},{"taxonomy":"region","embeddable":true,"href":"https:\/\/sitemate.com\/au\/wp-json\/wp\/v2\/region?post=11568"},{"taxonomy":"system","embeddable":true,"href":"https:\/\/sitemate.com\/au\/wp-json\/wp\/v2\/system?post=11568"},{"taxonomy":"content_type","embeddable":true,"href":"https:\/\/sitemate.com\/au\/wp-json\/wp\/v2\/content_type?post=11568"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}