Establishing a preventive maintenance process is one of the most effective ways to reduce equipment downtime and unplanned service costs. This equipment maintenance plan template offers you a systematic approach to planning, tracking, and improving recurring tasks. It’s your starting point for building a consistent workflow that keeps operations running smoothly.
Plan your maintenance with less manual tracking
This equipment maintenance plan template serves you by giving structure to your ongoing upkeep routines. It’s broken into sections like maintenance history and service and repair, making it easier to plan ahead without needing to start from scratch every time.
You can use the template to track service history, assign tasks, monitor parts inventory, and store supplier contacts in one place. This simplifies collaboration across departments and helps everyone follow the same process.
Another benefit is you’ll be better prepared. With everything logged—repairs, parts used, dates, and costs—you can spot patterns more and act before anything breaks. Reporting is also more convenient when audits or inspections come around.
Make the most of the template by customizing it to fit your equipment types and internal workflows. It’s flexible, practical, and built for real-life workflows.
How to use the equipment maintenance plan template
Here’s a quick guide to getting the most out of the template:
- Customize the template to fit your equipment: Start by editing the template in the Lumiform app. Add your equipment names, models, and serial numbers. Adjust the checklist to match your actual maintenance schedule and workflow.
- Assign the checklist to a responsible team member: Once the setup is complete, assign the checklist to the person in charge of maintenance. Make sure it’s someone who can manage the full process or oversee those who contribute to it.
- Add clear instructions and task notes: Help the assignee follow through by including specific instructions for each task. You can use Lumiform’s instruction field to add notes, safety steps, or reminders for tools and materials.
- Use the app to collect photos, signatures, and logs: Make accountability visual. Staff can attach photos, sign off on completed work, and document service records directly in the app, right on their mobile devices.
- Track results and spot patterns over time: Once in use, review the analytics regularly. Look for recurring issues, missed checks, or rising costs. Use that insight to tweak your plan and reduce downtime even further.
Download Lumiform’s equipment maintenance plan template today
Standardize your approach and bring more consistency to how your team handles recurring maintenance tasks. With Lumiform, you can customize checklists, assign responsibilities, and capture key details, from inspection logs to service notes. You’ll spend less time following up, with more resources to review clear, documented results.