Preventive maintenance schedule template

Turn a list of equipment and service tasks into a printable twelve-month maintenance calendar, with a box to tick on every due date, and a spreadsheet log with a row for each one. Weekly, monthly, quarterly and yearly tasks, starting in any month.

Tasks

One per line: equipment, task, how often, and optionally the first due date.

Paste four columns from a spreadsheet, or separate them with commas. Intervals such as weekly, every 2 weeks, monthly, quarterly, every 6 months or yearly. Without a first due date, a task is due on the first of the starting month.

Schedule

The twelve months it covers, and the heading.

    In the print dialog, set the scale to 100% or Actual size. Choose Save as PDF as the printer to keep a copy.

    Building a preventive maintenance schedule

    1. List the equipment that would hurt to lose. Start with what stops work, costs most to repair, or has to be inspected by law: lifts, compressors, boilers, generators, vehicles, fire equipment.
    2. Take the tasks from the manual. The manufacturer’s maintenance section gives each task and its interval. Add anything your insurer, regulator or warranty requires.
    3. Spread the work out. Give tasks different first due dates so every quarterly service doesn’t land in the same week. The calendar shows where the busy months are.
    4. Record what was done. The printed calendar shows what is due; the Excel log is where each completed task gets its date, the person who did it and any notes. That record is what a warranty claim or an audit asks for.
    5. Review it after a year. Equipment that broke down despite its schedule needs a shorter interval or a different task; equipment that never needed anything may be over-serviced.

    Some tasks depend on use rather than the calendar, such as an oil change every 250 engine hours or a tire rotation every 5,000 miles. Those can’t go on a calendar, so record the meter reading at each service in an equipment maintenance log instead. Daily and pre-use checks belong on a checklist kept with the machine.

    Maintenance schedule FAQ

    A plan of the routine service each piece of equipment needs and when, such as monthly inspections, quarterly filter changes and yearly overhauls, so the work is done before something breaks rather than after.

    As often as the manufacturer’s manual says, plus whatever your insurer, regulator or warranty requires. Then adjust from experience: shorten the interval for equipment that fails between services, and lengthen it for equipment that never needs anything.

    One task per line: the equipment, the task, how often, and optionally the first due date, separated by tabs (as pasted from a spreadsheet) or commas. Intervals can be weekly, every 2 weeks, monthly, quarterly, every 6 months, yearly or every N weeks or months.

    No. Intervals based on engine hours, mileage or cycles depend on how much the equipment is used, so they can’t be put on a calendar in advance. Record the meter reading at each service and compare it with the interval instead.

    No. The schedule, the printed pages and the Excel log are all made in your browser. Your list is remembered on this device only.

    Put the schedule on each piece of equipment

    AssetCenter keeps each machine’s service history, costs and documents on one record, with to-dos for the next job showing who it’s assigned to and when it’s due, and a field for the meter reading at each service. Free for up to 25 assets.