Preventive Maintenance · PDF template
Free Preventive Maintenance (PM) Checklist
A recurring PM checklist that walks a technician through every system on a routine service, so each PM is done the same way, every time. Use it alongside our fleet calculators to size the costs this template tracks, or browse fleet management software when you are ready to automate the workflow. See all downloads in the template library, and check the fleet glossary for any unfamiliar terms.
Built and reviewed by the FleetOpsClub research team. Preview it free below.
- Grouped checks for engine, fluids, brakes, tires, electrical, and the cab
- A consistent task list that standardizes PM across techs and shifts
- Pass / fail / repair-needed columns for defect tracking
- Space for technician initials, date, and odometer
- Editable CSV. Yours to keep
- Print or save as PDF
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How to use it
- 1
Print one checklist per vehicle per PM service.
- 2
Work top to bottom (engine bay, underbody, tires, then cab), so nothing is skipped.
- 3
Mark each item pass, fail, or repair-needed and note the defect detail in the margin.
- 4
Open a work order for any failed item before the vehicle returns to service.
- 5
File the completed checklist with the vehicle's maintenance record, and log the odometer reading against the interval tier it satisfied.
- 6
Review the program section periodically to confirm the interval tiers still match your duty cycle: a fleet running harder than expected needs to shorten them, not just keep filling out the same form.
What's inside
- Grouped checks for engine, fluids, brakes, tires, electrical, and the cab
- A consistent task list that standardizes PM across techs and shifts
- Pass / fail / repair-needed columns for defect tracking
- Space for technician initials, date, and odometer
- A program section covering interval tiers and where this checklist sits in a wider PM schedule
- An ungated, printable format you can run on a clipboard
Preview the template
Here's a real sample of the layout — the actual columns and structure you'll work in. The complete template, plus the editable spreadsheet, unlocks the moment you enter your email.
Preview
Preventive Maintenance (PM) Checklist
Engine & Fluids
- Engine oil level and condition
- Coolant level and concentration
- Brake fluid level
- Power steering / transmission fluid
- Windshield washer fluid
+2 more items in this section
Brakes & Tires
+6 more items in this section
Electrical & Lighting
+4 more items in this section
Cab & Safety
+5 more items in this section
PM Program & Documentation
+5 more items in this section
Frequently asked questions
Quick answers to the questions buyers usually ask once the category, software, or rollout details start getting more specific.
Tie PM frequency to your maintenance schedule: typically every oil-change interval for light checks and a deeper inspection at larger mileage milestones. Severe-duty fleets run PM more often.
A qualified technician for the mechanical items. Drivers can handle daily walkaround checks, but a full PM requires someone able to assess brake wear, fluid condition, and leaks.
A DVIR is a driver's daily defect report; a PM is a scheduled, technician-led service inspection. They complement each other: the DVIR catches day-to-day issues, the PM catches wear before it fails.
Common categories are time-based (fixed calendar interval), usage-based (mileage or engine hours), and condition-based (triggered by an inspection finding, like fluid analysis flagging early wear). Most fleets run mileage-based PM with condition-based checks layered on top.
Beyond the inspection items themselves: a defined interval schedule (commonly tiered as A/B/C service levels by mileage or hours), a way to track which vehicle is due and when, technician sign-off and defect close-out, a parts and consumables plan so a PM doesn't stall waiting on stock, and a review cycle that adjusts the intervals when a duty cycle changes. A checklist is the execution step. The program is what makes sure the right checklist happens on the right vehicle on time.
Start from your manufacturer's service schedule for the baseline intervals and items, then add whatever your own failure history shows you're missing: a component that keeps failing between scheduled services usually means it needs its own line item and a shorter check interval, not just a note to "keep an eye on it." Group items by system so a technician can work through the vehicle in one physical pass rather than jumping around, and pilot it on a handful of vehicles before rolling it out fleet-wide.