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Facility preventive maintenance checklist

Facility preventive maintenance checklist

Keep inspections consistent and track maintenance tasks across your facility with this checklist template.

Use this template
or download pdf
Facility preventive maintenance checklist

Keep inspections consistent and track maintenance tasks across your facility with this checklist template.

Use this template
or download pdf

About the Facility preventive maintenance checklist

From leaky roofs to faulty lights, facility managers and maintenance contractors need to get ahead of the issues before they cause downtime. This facility preventive maintenance checklist helps you stay on top of recurring tasks and standardize inspections across teams and sites. This way, you don’t miss key details even when you’re managing multiple locations or vendors.

Boost efficiency across your maintenance routine

The facility preventive maintenance checklist is divided into clear sections, from building exterior and interior to fire safety and equipment. Each task comes with a simple yes/no/N/A option, making it easy to spot what’s been handled and what still needs attention.

You can use the template to assign responsibilities, schedule regular inspections, and compare performance over time. It helps your team stay aligned, whether they’re inspecting HVAC systems or checking emergency exits.

What makes this template especially handy is that it removes vagueness. Everyone knows exactly what to check and when. You don’t waste time writing up new forms from scratch, and you get a consistent paper trail that backs up your maintenance efforts. This kind of standardization keeps small issues from escalating, saving you time and money down the line.

How to use the facility preventive maintenance checklist 

Here’s how to create a repeatable system with the checklist:

  1. Customize the checklist for your site. Start by editing the template in the Lumiform app to reflect your facility layout, equipment types, and inspection frequency. You can remove irrelevant items or add custom tasks that are specific to your operations.
  2. Assign the checklist to the responsible person. Choose a point person to conduct the inspection, such as the maintenance lead, technician, or facility manager. The checklist is mobile-friendly, so they can complete it on-site using a smartphone or tablet.
  3. Add notes, photos, and signatures. Make inspections more detailed by using rich response types. Attach photos to highlight issues, add notes to clarify findings, and require signatures to confirm completion.
  4. Create action tasks for follow-ups. If the inspection reveals issues, trigger follow-up tasks right from the checklist. Assign these to the appropriate team member, set deadlines, and track resolution status in one place.
  5. Review data and refine your workflow. Once the checklist is completed, view inspection data in the Lumiform dashboard. Spot recurring issues, track compliance trends, and tweak your checklist over time to stay ahead of problems.

Streamline routine inspections with ease

Improve your workflow with a template that supports consistent, thorough inspections across your facility. It gives you a reliable framework to keep operations running smoothly. Whether you’re managing one site or several, this checklist keeps your maintenance process transparent, traceable, and always moving forward.

Related categories

  • Operational excellence templates
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  • Risk assessment templates
Preview of the template
entity_item!!!
Page 1
Building Exterior
Inspect roof for damage or leaks
Check gutters and downspouts for blockages
Inspect windows, doors, and sealants for proper function and weatherproofing
Examine exterior walls, siding, and trim for signs of wear or damage
Evaluate condition of parking lot, sidewalks, and landscaping
Building Interior
Inspect HVAC system and change filters as needed
Check plumbing fixtures for leaks or clogs
Test operation of all electrical systems and lighting
Clean and organize storage areas
Examine walls, floors, and ceilings for signs of damage
Fire and Life Safety
Inspect fire extinguishers and ensure they are fully charged
Test smoke detectors and carbon monoxide alarms
Check emergency lighting and exit signs
Ensure fire sprinkler system is operational
Review evacuation plan and conduct fire drills
Equipment and Machinery
Lubricate all moving parts on machinery
Clean and inspect power tools and equipment
Check belts, chains, and other drive components
Test backup generators and emergency power systems
Sharpen or replace worn cutting tools

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

Facility management: Best practices for operational excellenceBuilding condition assessment (BCA): Your guide to proactive maintenanceBuilding maintenance: A comprehensive guide (with case studies & free examples)
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Template collections

See comprehensive collections of best practice templates related to this topic.

4 free facility maintenance checklists for smoother operationsTop 3 must-use facility closure checklists12 maintenance plan templates for any industry
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Use cases

Check out how the Lumiform software can be utilized for related use cases.

Facility management softwareBuilding security softwareBuilding management softwareMaintenance software
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Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

4 types of predictive maintenance for your business5 benefits of preventive maintenance6 main types of maintenanceMaintenance: best practices and benefits

Frequently asked questions

How do you prioritize maintenance tasks in large facilities?

Categorize assets based on criticality—what causes the most disruption or cost if it fails? Then schedule those inspections more frequently. Use a scoring system to rank urgency (e.g. 1–5 for likelihood of failure or risk impact). This helps avoid reactive maintenance and focuses your team on areas where failure would slow down operations or increase safety risks.

What’s the difference between preventive and predictive maintenance?

Preventive maintenance is scheduled based on time or usage (e.g. check HVAC filters monthly), while predictive maintenance relies on data like vibration analysis or thermal imaging to forecast failures before they happen. Many businesses start with preventive routines and layer in predictive techniques over time as they gather more performance data from their equipment.

Who should be responsible for carrying out facility maintenance?

Typically, your in-house maintenance team or external contractors handle the tasks, but roles should be clearly defined. For example, technicians might handle inspections while supervisors review data and assign follow-ups. For best results, train staff on how to document findings properly, since poor reporting often leads to repeat issues and miscommunication.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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