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Explore our collection of 38 free preventive maintenance checklists

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Preventive maintenance checklist

Preventive maintenance checklist

This checklist is designed for inspecting equipment components and identifying maintenance needs before failures occur.

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The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
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Preventive maintenance checklist

This checklist is designed for inspecting equipment components and identifying maintenance needs before failures occur.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

Using this preventive maintenance checklist helps set you up for a proactive approach to equipment care. It tackles critical inspection points across general maintenance, electrical components, and mechanical systems. This allows you to detect potential issues before they cause operational downtime.

The US Environmental Protection Agency highlights that deferring maintenance typically increases overall costs and unplanned repairs. With this checklist, you’ll establish a consistent inspection routine that prolongs equipment lifespan, enhances workplace safety, and provides documentation for compliance requirements.

Related categories

  • Operational excellence templates
  • General templates
  • Manufacturing templates
  • Maintenance templates
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Preview of the template
General Maintenance
Inspect for any visible damage or wear
Check for proper lubrication
Ensure all fasteners are secured
Verify gauges and indicators are functioning properly
Electrical Components
Inspect electrical connections for tightness
Check for any signs of overheating
Test safety switches and emergency stops
Mechanical Systems
Inspect for any unusual noises or vibrations
Check for proper alignment and balance
Verify smooth operation of moving parts

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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.

Preventive maintenance: Your comprehensive guide to equipment maintenanceCommercial vehicle maintenance: The ultimate guide for transporters and fleet managersEquipment maintenance: A detailed guide to longevity and optimal performance
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Template collections

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Free 39 preventive maintenance checklist templates for every industry10 free equipment preventive maintenance checklists10 free vehicle maintenance checklists
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Preventive maintenance softwareMaintenance softwareBuilding management softwareApply Lumiform's workflow automation platform to all use cases
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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 business6 main types of maintenanceHow to implement operational excellenceMaintenance: best practices and benefits

Frequently asked questions

What should I do if I find an issue during the preventive maintenance check?

When you discover an issue, document it thoroughly with photos if possible, then categorize it by severity. Address critical safety concerns immediately by taking equipment offline. For less urgent matters, schedule repairs during planned downtime. Always follow up to verify repairs were completed properly and update your maintenance records accordingly.

How can I customize this preventive maintenance checklist for my specific equipment?

You can customize this checklist by adding equipment-specific inspection points based on manufacturer recommendations. Include detailed instructions for specialized components, appropriate measurement values where applicable, and equipment-specific safety protocols. Consider adding a section for recording measurements or readings that can be tracked over time to identify trends.

How do I establish baseline readings for my equipment when starting preventive maintenance?

Begin by consulting equipment manuals for manufacturer specifications. Take initial readings when equipment is functioning optimally, documenting temperatures, pressures, vibration levels, and electrical readings. These baselines will serve as comparison points for future inspections. Consider having an experienced technician validate these initial readings before establishing them as your reference standards.

Can I use this preventive maintenance checklist for regulatory compliance?

You can use this checklist as part of your regulatory compliance program by ensuring it covers all inspection points required by relevant regulations. Add specific compliance-related checks if needed. Consistently completing and storing checklists provides documentation that demonstrates your diligence in maintaining safe equipment operation when regulatory agencies conduct audits or investigations.


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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