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Explore our collection of 38 free preventive maintenance checklists

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Preventive maintenance plan template

Preventive maintenance plan template

Build a clear, organized plan for recurring maintenance tasks across your assets. With this template, you can document service intervals and assign responsibilities.

Use this template
or download pdf
Preventive maintenance plan template

Build a clear, organized plan for recurring maintenance tasks across your assets. With this template, you can document service intervals and assign responsibilities.

Use this template
or download pdf

This preventive maintenance plan template brings order to equipment care, helping you track crucial maintenance schedules and avoid costly breakdowns. Forbes highlights that 82% of companies have had unplanned downtime in three years, with most suffering multiple incidents. This template gives you a comprehensive system to document asset details, schedule maintenance intervals, track parts inventory, and record maintenance history.

If an equipment starts to get problems, you’ll already have the maintenance history, spare parts inventory, and vendor contacts ready. This turns potential crisis into routine maintenance. We designed this template to help you shift from reactive repairs to strategic prevention.

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Preview of the template
Entity
Page 1
Asset Information
Asset Name
Asset Type
Asset Location
Asset Manufacturer
Asset Model Number
Asset Serial Number
Asset Acquisition Date
Warranty Expiration Date
Preventive Maintenance Schedule
Maintenance Interval
Last Maintenance Date
Next Maintenance Due Date
Maintenance Tasks
Maintenance Checklist
Maintenance Duration
Maintenance Personnel
Spare Parts Inventory
Spare Part Name
Spare Part Number
Spare Part Quantity
Spare Part Location
Spare Part Reorder Level
Vendor Information
Maintenance Costs
Labor Cost
Parts Cost
Equipment Rental Cost
Outsourced Service Cost
Other Costs
Total Maintenance Cost
Maintenance History
Maintenance Date
Maintenance Description
Maintenance Personnel
Maintenance Duration
Parts Replaced
Issues Identified
Recommended Actions

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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 maintenance: A detailed guide to longevity and optimal performancePredictive maintenance: Enhancing equipment reliabilityPreventive maintenance: Your comprehensive guide to equipment maintenance
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Template collections

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12 maintenance plan templates for any industry10 free equipment preventive maintenance checklistsFree 39 preventive maintenance checklist templates for every industry
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Use cases

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Maintenance plan softwareEquipment maintenance software Maintenance management softwarePreventive maintenance 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 benefits of maintenance6 types of equipment maintenance

Frequently asked questions

How can I determine the right maintenance intervals for my equipment?

Look at manufacturer recommendations as your baseline, then adjust based on your specific usage patterns and environment. For critical equipment, begin with more frequent checks, then extend intervals if you find minimal issues.

Which assets should I include in my preventive maintenance plan first?

Focus first on equipment that directly impacts operations, safety, or regulatory compliance. Consider the criticality of each asset, its replacement cost, and its failure history. Equipment with high downtime costs or those that would create bottlenecks if they failed should be prioritized. Start with your most expensive or production-critical assets, then expand your plan gradually.

How should I document issues found during preventive maintenance inspections?

Use the “Issues Identified” field to clearly describe any problems found, including their severity and potential impact. Take photos when possible and attach them to your records. Note whether issues require immediate attention or can wait until the next scheduled maintenance. This documentation creates a valuable history that helps identify recurring problems and improvement opportunities.

What vendor information should I include in my preventive maintenance plan?

Record contact details for equipment manufacturers and parts suppliers, including names, phone numbers, and emails of specific representatives. Include account numbers, contract details, typical lead times, and warranty information. Note any special ordering procedures or emergency service provisions. Having this information readily available saves critical time when you need urgent parts or service.


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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