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Heavy equipment pre-trip checklist

Heavy equipment pre-trip checklist

Prepare for safe operations with this thorough pre-trip checklist, designed to verify if equipment is in safe and working condition.

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Heavy equipment pre-trip checklist

Prepare for safe operations with this thorough pre-trip checklist, designed to verify if equipment is in safe and working condition.

Use this template with Lumiform

  • Customize this template or build your own
  • Fill out templates via mobile app
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

A heavy equipment pre-trip checklist ensures your valuable machinery is safe and operational before use. This inspection tool helps you identify potential issues with fluids, brakes, and critical visual components. According to the Association of Equipment Manufacturers, technological innovations in heavy machinery led to 79% less worksite injuries and 83% less equipment-related fatalities.

You can prevent downtime and enhance site safety by systematically verifying key components. Without a checklist, these risk getting overlooked in busy construction environments.

Related categories

  • Health and safety management templates
  • Construction templates
  • Logistics and transportation templates
  • Maintenance templates
  • Workplace safety templates
Preview of the template
Fluid Checks
Engine oil level
Coolant level
Hydraulic fluid level
Transmission fluid level
Brake Tests
Parking brake test
Service brake test
Visual Inspections
Tires and wheels
Lights and reflectors
Backup alarm
Fluid leaks

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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.

Equipment inspection: A comprehensive guide for businessesSafety audit: A comprehensive guide to proactive risk managementPredictive maintenance: Enhancing equipment reliability
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Other resources

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4 types of predictive maintenance for your businessInspections made easyThe importance of personal protective equipment (PPE) in workplace safetyHow digitization improves construction safety

Frequently asked questions

What should I do if I find low fluid levels during my heavy equipment pre-trip inspection?

First, identify which fluid is low and refill it to the manufacturer’s recommended level using the correct fluid type. Document the issue in your inspection report, and if you notice frequent low levels in the same system, request a maintenance check to identify possible leaks or consumption problems. Never operate equipment with critically low fluid levels.

When should I conduct a heavy equipment pre-trip inspection?

Conduct your pre-trip inspection at the beginning of each shift before operating the equipment. Additional inspections are necessary after lunch breaks if the equipment has been idle, following any unusual operation conditions like extreme weather, and whenever a different operator takes control of the machine. Consistent timing helps establish a reliable safety routine.

What are the consequences of skipping items on my heavy equipment pre-trip checklist?

Skipping checklist items can lead to equipment failure during operation, costly repairs that could have been prevented, OSHA violations resulting in significant fines, workplace injuries or fatalities, project delays, and increased insurance premiums. Even seemingly minor items like checking coolant levels can prevent catastrophic engine damage if addressed before operation.


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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