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Equipment MaintenanceIntermediate9 min read

How to Do Preventive Maintenance on Heavy Equipment

Jarrod Milford

Jarrod Milford

Commercial Director

|Reviewed by Lachlan McRitchie
Published 1 May 2026

Step-by-step guide to preventive maintenance on heavy equipment. Covers scheduling, checklists, intervals, cost tracking and programme setup.

Time required

1-2 hours

Difficulty

Intermediate

Tools needed

OEM service manual, Maintenance schedule, Service tools and consumables, Equipment maintenance log

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A preventive maintenance (PM) programme is the most effective way to keep heavy equipment running, control repair costs and avoid unplanned downtime. Without one, organisations default to reactive maintenance where machines run until they break, resulting in emergency repairs that cost three to five times more than scheduled service.

This guide is for fleet managers, maintenance supervisors and plant operators who need a practical framework for setting up or improving a PM programme. It covers the full cycle: equipment register, OEM intervals, checklists, scheduling, cost tracking and programme review.

Before you start

Gather the OEM service manual for every machine, a current maintenance schedule (even a spreadsheet), service tools and consumables, and an equipment maintenance log to record all work. Review your maintenance tracking system and pull together service records, parts receipts and breakdown reports from the last 12 months to identify gaps and cost drivers.

Step-by-step PM programme

1. Build the equipment register

List every machine with its make, model, serial number, year, current hours and location. Include major components (engines, transmissions, final drives) as sub-assets where they have independent service requirements. Use the heavy equipment maintenance checklist to ensure nothing is missed.

2. Map service intervals from OEM manuals

Extract recommended intervals from each OEM manual, typically at 250, 500, 1,000 and 2,000 hour milestones. Record which tasks fall at each interval. CAT, Komatsu and Volvo publish detailed interval tables. Use these as your baseline and adjust for site conditions.

3. Create maintenance checklists per interval

Build a checklist for each interval and machine type covering every task, parts, fluids, torque specs and safety precautions. The preventive maintenance checklist template provides a structure you can adapt to your fleet.

4. Schedule services by hours or calendar

Schedule by operating hours where meters exist, or calendar intervals where they do not. Apply the rule: whichever trigger comes first initiates the service. Enter all services with lead time for parts.

5. Perform the service and record findings

Execute per the checklist. Record all work, parts used, fluid volumes, readings and defects. Note machine hours at time of service. For hydraulic work, refer to our hydraulic system service guide.

6. Track costs and component life

Record every cost: parts, fluids, labour and third-party work. Track component life (hours on tracks, undercarriage, ground engaging tools) to forecast replacements and compare against industry benchmarks.

7. Review and adjust the programme

Review quarterly. Analyse breakdown frequency, unplanned downtime and repeat failures. Shorten intervals for components that fail early and extend those that consistently outlast the schedule.

Preventive vs reactive

Understanding the three strategies helps you allocate effort.

FactorPreventiveReactivePredictive
CostLow to moderateHigh (3-5x preventive)Lowest when done well
DowntimePlanned, minimalUnplanned, production stopsPlanned, targeted
PlanningScheduled in advanceNone, emergency responseCondition-based
Skill levelStandard technicianSenior for diagnosticsSpecialist with monitoring
When to useAll equipment, baselineNon-critical, low-cost itemsHigh-value critical assets

Most fleets should run preventive maintenance as the baseline for all equipment, reserve reactive maintenance for low-cost consumable items (light globes, wiper blades), and layer predictive maintenance onto high-value assets where the cost of failure justifies the investment in monitoring technology such as oil analysis and vibration sensors.

Service intervals

OEM intervals follow a tiered structure. The table below shows typical tasks based on CAT, Komatsu and Volvo guidelines. Cross-reference with your machine's specific manual.

IntervalTypical tasksNotes
250 hoursEngine oil and filter, fuel filter, air filter inspection, grease all points, fluid levelsFoundation service. See the greasing guide.
500 hours250-hour tasks plus hydraulic oil sample, transmission filter, coolant test, belts and hoses, batteryOil sampling catches contamination early
1,000 hours500-hour tasks plus hydraulic filter, coolant filter, valve clearance, swing gear, undercarriage measurementPlan 4-6 hours technician time
2,000 hours1,000-hour tasks plus hydraulic oil change, coolant flush, turbo inspection, injector testing, full undercarriageMay require dealer involvement

Harsh conditions (dust, heat above 40 degrees, heavy loading) may require shortening intervals by 20 to 30 per cent.

Cost-benefit analysis

Reactive repairs cost three to five times more than preventive work once you factor in call-out fees, expedited parts, secondary damage and lost production.

  • Unplanned downtime: $500 to $2,000 per hour in lost productivity, before repair costs
  • Reactive premium: 2-3x labour plus expedited freight on parts
  • Secondary damage: a failed oil pump can seize the engine and write off a $50,000 component
  • Resale value: documented histories command 10 to 20 per cent higher prices
  • Compliance: documented PM records support warranty claims, insurance claims and WHS regulatory requirements
MetricNo PM programmeWith PM programme
Annual cost per machine$45,000 - $80,000$15,000 - $30,000
Unplanned downtime (hrs/year)150 - 30020 - 50
Availability70 - 80%90 - 95%
Machine lifespan8,000 - 12,000 hours15,000 - 25,000 hours

Even a basic PM programme pays for itself within the first quarter by reducing emergency call-outs and extending component life.

Going digital with MapTrack

Spreadsheets work for a handful of machines but break down as fleets grow. MapTrack's asset tracking platform centralises your equipment register, service history and maintenance schedule in one system. Automated scheduling triggers work orders by hours or calendar, and automated alerts notify the responsible technician when a threshold is reached.

Digital checklists replace paper forms, capturing timestamps, photos and technician sign-off for every task. Cost tracking logs every part and labour hour against each machine, giving you accurate cost-per-hour figures to support repair, refurbish or replace decisions. Compliance records, service certificates and warranty documentation are stored against the asset and accessible from any device for audits, insurance claims and resale documentation.

About the author

Jarrod Milford

Jarrod Milford

Commercial Director

Jarrod co-founded MapTrack in 2012 and has spent over a decade helping field teams track assets, reduce loss and simplify compliance. He has conducted 300+ user research sessions to shape the platform and holds qualifications in business management and workplace health and safety. His field operations background gives him first-hand insight into the challenges Australian operators face every day.

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Lachlan McRitchie

Reviewed by Lachlan McRitchie

GM of Operations

FAQ

What is preventive maintenance?
Preventive maintenance (PM) is scheduled maintenance performed at regular intervals to reduce the likelihood of equipment failure. It includes tasks such as oil changes, filter replacements, inspections and component adjustments performed before a failure occurs, as opposed to reactive maintenance which only happens after something breaks.
How often should heavy equipment be serviced?
Most heavy equipment OEMs recommend service intervals at 250, 500, 1,000 and 2,000 operating hours. The 250-hour service typically covers oil, oil filter and basic inspections. The 1,000 and 2,000-hour services are more comprehensive, including hydraulic system, cooling system, undercarriage and drivetrain components.
What is the difference between preventive and predictive maintenance?
Preventive maintenance is time or usage-based (e.g. every 500 hours), regardless of the component condition. Predictive maintenance uses condition monitoring data (oil analysis, vibration analysis, thermal imaging) to predict when a component will fail and schedule maintenance just before that point. Predictive maintenance can reduce unnecessary work but requires more sophisticated monitoring tools.
Does preventive maintenance save money?
Yes. Industry data consistently shows that preventive maintenance costs 3 to 5 times less than reactive (breakdown) maintenance. Unplanned downtime is the largest cost driver, as it includes emergency repair labour, expedited parts, lost production and potential secondary damage. A structured PM programme extends equipment life and improves resale value.

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