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Free elevator / lift quarterly service procedure

Free elevator quarterly service checklist (PDF-ready). Doors, safety systems, guide rails, pit inspection and controller checks. Download free.

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Updated 26 Oct 2026

Elevator Quarterly Service Procedure

Quarterly service - traction and hydraulic elevator / lift

Live form
0 of 14 checks

Doors

1Check car and landing door operation (open, close, nudging)
2Test safety edge / light curtain / door reopening device
3Check door restrictor (if fitted)

Car Interior

4Inspect car interior (lighting, floor, handrails, mirror, ventilation)
5Check levelling accuracy at each floor

Safety Systems

6Test emergency phone / intercom
7Check emergency lighting (car and landing)
8Test fire recall mode (Phase 1 and Phase 2)

Controller

9Inspect controller (check fault log, inspect relay condition, contactors)

Guide Rails and Mechanical

10Inspect guide rails and guide shoes (lubrication, wear)

Car Top Inspection

11Car top inspection (sheave condition, deflector sheave, rope/chain condition, limit switches)

Pit Inspection

12Check buffer springs or oil buffers (pit)
13Inspect pit (cleanliness, lighting, sump pump, ladder)

Records

14Log call-back data and fault history

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Jarrod Milford

Jarrod Milford

Co-Founder & Commercial Director

Updated 26 October 2026
Also see:Maintenance and work orders →Best CMMS software →MapTrack vs MaintainX →

Short answer

An elevator quarterly service procedure records a three-monthly service of a traction or hydraulic lift: doors and interlocks, car interior, levelling, emergency phone and lighting, fire recall, controller fault log, guide rails, car top and pit. Lift technicians complete it every quarter as common practice. Lifts are registrable plant under Schedule 5 of the WHS Regulations, and regulation 237 requires their maintenance records.

Checked against Model WHS Regulations as at 5 December 2025 (cited within as the Work Health and Safety Regulations 2011) on by the MapTrack templates team. How we check templates

Key takeaways

  • The MapTrack elevator / lift quarterly service procedure contains 14 checks across 8 sections. Sections covered: Doors, Car Interior, Safety Systems, Controller, Guide Rails and Mechanical, Car Top Inspection, Pit Inspection, Records.
  • Quarterly servicing is common practice; regulation 213 points to the manufacturer's or a competent person's recommendations, not a fixed quarter.
  • Model regulation 237 requires records of tests, inspections, maintenance and alterations for registered plant such as lifts.
  • Model Schedule 5 lists lifts, escalators and moving walkways as items of plant requiring registration; check the local regulations for variations.
  • Keep a lift out of service when a safety edge, emergency phone or fire recall fails, until it is repaired.
  • In Victoria, OHS Regulations 2017 reg 106 requires inspection and maintenance records for lifts.

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What is an elevator / lift quarterly service procedure?

An elevator quarterly service is a routine preventive maintenance procedure performed every three months on traction and hydraulic elevators (lifts). It is the baseline scheduled service interval for most commercial and residential elevators and is designed to identify wear, faults and safety issues before they lead to breakdowns or entrapments. The procedure covers mechanical components (doors, guide rails, sheaves, ropes), safety systems (emergency phone, fire recall, emergency lighting), the controller (fault log, relays, contactors) and the pit (buffers, sump pump, cleanliness). Unlike a monthly call-back check (which focuses on specific complaints), the quarterly service is a systematic inspection of all major systems. It is typically performed by a licensed elevator technician with the car on inspection mode.

Elevators are classified as registrable plant under the WHS Regulations 2011, Chapter 5, and must be maintained in accordance with AS 1735 (Lifts, Escalators and Moving Walks). The quarterly service is the primary interval for catching wear on door operators, landing door interlocks and guide shoes before they progress to passenger entrapments or ride quality complaints. In commercial buildings, elevator availability directly affects tenant satisfaction, lease compliance and building reputation. Facility managers who maintain a consistent quarterly service history are better positioned to demonstrate compliance during regulatory inspections, defend insurance claims and forecast capital expenditure for modernisation programmes based on observed component condition rather than arbitrary age-based replacement schedules.

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Benefits of using this elevator / lift quarterly service procedure

  • Reduced entrapments: regular door and safety system checks prevent the most common cause of passenger entrapment in elevators.
  • Extended component life: lubricated guide rails, properly tensioned ropes and serviced door operators last significantly longer than neglected components.
  • Lower repair costs: a quarterly service costs a fraction of an emergency call-out for a stuck elevator. Catching worn sheave grooves or fraying ropes early prevents major replacements.
  • Tenant and occupant safety: testing fire recall, emergency phone and emergency lighting ensures these critical safety features work when needed.
  • Compliance: documented service records demonstrate that the elevator is maintained to AS 1735 standards, supporting annual compliance certification.
  • Building value: a well-maintained elevator with complete service history supports building valuations and reduces liability for building owners and facilities managers.

Benefits of digitising forms in MapTrack

When you digitise elevator service procedures in MapTrack, you get:

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  • Download any completed form as a PDF, with failed answers listed at the top.
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  • Build conditional logic (show or hide questions based on answers).
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  • Electronic signatures.
  • Edit forms later without reprinting.
  • Set who can view, fill in or edit forms with user roles.
  • Upload a paper form (PDF, Word, Excel or a photo) and MapTrack's AI builds a digital version for you to check.
  • Raise a work order from a submitted form with an automation you set up.
  • Track service intervals by hours, kilometres or calendar date in one place.
  • Attach supplier invoices and parts receipts to each maintenance record.

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What to include in an elevator / lift quarterly service procedure

This elevator / lift quarterly service procedure covers 8 key areas:

  • Doors: check car and landing door operation (open, close, nudging), test safety edge / light curtain / door reopening device, check door restrictor.
  • Car interior: inspect lighting, floor, handrails, mirror and ventilation; check levelling accuracy at each floor.
  • Safety systems: test emergency phone / intercom, check emergency lighting, test fire recall mode (Phase 1 and Phase 2).
  • Controller: inspect controller, check fault log, inspect relay condition and contactors.
  • Guide rails and mechanical: inspect guide rails and guide shoes for lubrication and wear.
  • Car top inspection: sheave condition, deflector sheave, rope or chain condition, limit switches.
  • Pit inspection: check buffer springs or oil buffers, inspect pit cleanliness, lighting, sump pump and ladder.
  • Records: log call-back data and fault history.

How to use this elevator / lift quarterly service procedure

  1. Notify building management and post out-of-service signs on all landing doors. Place the elevator on inspection mode from the car top or machine room.: Coordinate the service window with building management. Post signs on every landing door and disable hall call buttons if possible. Switch to inspection mode from the car top operating panel to allow controlled low-speed travel.
  2. Record the equipment details (make, model, type, serial number, floors served) and service date at the top of the form.: Capture the lift registration number, installation date, rated load, rated speed, number of stops and the controller type. Cross-reference with the previous quarterly service report for continuity.
  3. Start with door checks: ride each floor, observe car and landing door open/close operation, nudging behaviour, safety edge and light curtain response. Check the door restrictor if fitted.: Test the safety edge or light curtain by placing an obstruction in the door path at multiple heights. Verify doors reopen within 1 second. Check nudging mode engages after the correct hold-open timeout. Verify the door restrictor prevents opening unless the car is within the landing zone.
  4. Inspect the car interior: check lighting, floor condition, handrails, mirror and ventilation. Test levelling accuracy at each floor (car floor should be flush with landing floor).: Measure levelling accuracy at three representative floors. The car floor should be within 10 mm of the landing floor at each stop. Check that all car lighting is functional and the ventilation fan operates correctly.
  5. Test all safety systems: call the emergency phone from inside the car, check emergency lighting in the car and on landings, and test fire recall mode Phase 1 (recall to designated floor) and Phase 2 (firefighter operation).: Verify the emergency phone connects to the monitoring centre within 30 seconds. Simulate a power failure to test emergency lighting duration. Trigger Phase 1 fire recall via the fire panel interface and confirm the car returns to the designated floor with doors open. Test Phase 2 firefighter operation from the car.
  6. Access the controller: download or review the fault log, inspect relays and contactors for signs of arcing, overheating or wear.: Print or download the fault log from the controller. Review for recurring faults such as door faults, levelling errors or safety circuit trips. Inspect relay contacts for pitting or burn marks. Check contactor tips for excessive wear and replace if heavily pitted.
  7. Inspect guide rails and guide shoes from the car top. Lubricate T-section rails if required. Check sheave condition, deflector sheave, rope or chain condition and limit switches.: Travel the full shaft on inspection mode, checking guide rails for alignment, surface condition and bracket tightness. Apply lubricant to T-section rails using the approved applicator. Check ropes for broken wires, birdcaging or uneven wear. Verify limit switch operation at both terminal floors.
  8. Descend to the pit: check buffer springs or oil buffers, inspect pit cleanliness, lighting, sump pump operation and ladder condition. Log all call-back data and fault history.: Check buffer springs for corrosion and correct compression. For oil buffers, verify oil level and check for leaks. Ensure the pit is clean, dry and free of debris. Test the pit lighting and sump pump. Verify the pit ladder is securely mounted.
  9. Return the elevator to normal service, remove out-of-service signs, set the next service due date and sign off.: Switch from inspection mode back to normal operation. Perform a final test run across all floors. Remove out-of-service signs from all landing doors. Record the next quarterly service date (3 months) and sign off with technician licence number.

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How often should you complete this service procedure?

Quarterly services should be performed every three months. This is the baseline maintenance frequency for most commercial and residential elevators under AS 1735. Between quarterly services, monthly callback checks may be performed on high-traffic elevators to address specific complaints or ride quality issues. The annual service, which includes load testing, safety gear testing and compliance certification, is performed once every 12 months and is the point at which the compliance certificate is renewed. High-traffic elevators in hospitals, transport hubs and large commercial buildings may benefit from monthly servicing to reduce callback rates. In MapTrack, set up quarterly and annual schedules for each elevator with automatic reminders and a compliance dashboard showing certification status.

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Frequently asked questions

An elevator quarterly service covers door operation checks (car and landing doors, safety edges, light curtains), car interior inspection (lighting, floor, handrails, mirror, ventilation), levelling accuracy at each floor, emergency phone and lighting tests, fire recall mode testing (Phase 1 and Phase 2), controller inspection with fault log review, guide rail and guide shoe inspection, car top inspection (sheaves, ropes or chains, limit switches), pit inspection (buffers, cleanliness, lighting, sump pump, ladder) and call-back data logging. It takes approximately 2 to 3 hours for a standard traction or hydraulic elevator.

Elevators typically follow a quarterly and annual service schedule. Quarterly services cover routine inspections of doors, safety systems, guide rails, the controller and the pit. Annual services include all quarterly items plus full traction or hydraulic system inspection, load and speed testing, safety gear and governor testing, electrical insulation tests and a compliance inspection per AS 1735. Monthly call-back checks may also be performed between quarterly services. Always follow the maintenance schedule specified in AS 1735 and the manufacturer service manual.

Elevator maintenance in Australia is governed by AS 1735 (Lifts, Escalators and Moving Walks). This standard sets requirements for routine servicing, safety testing, compliance inspections and documentation. State and territory regulations may impose additional requirements. Annual compliance certificates are typically required by the building authority or regulator.

Record the defect on the service report with a clear description, severity rating and photographic evidence. Critical defects affecting passenger safety, such as a failed safety edge, inoperative emergency phone or non-functional fire recall, must be addressed before the elevator is returned to service. Major defects should be scheduled for repair within 28 days. Minor defects can be monitored and addressed at the next service interval. Notify building management of all defects and the planned corrective action.

Yes, this elevator quarterly service checklist is completely free to download as a PDF. No account or signup is required. The checklist covers door systems, safety devices, guide rails, controller inspection and pit checks. For teams wanting to go digital, MapTrack automates scheduling, sends overdue alerts and stores completed records in the cloud for instant retrieval during regulatory inspections and compliance audits.

Applicable regulatory standards

This template is a starting point. Check the current requirements that apply to your equipment, work and location. The template alone does not establish compliance.

  • Model Work Health and Safety Regulations

    Edition: Model WHS Regulations as at 5 December 2025 (cited within as the Work Health and Safety Regulations 2011)

    Lifts, escalators and moving walkways are registrable items of plant, and records of their tests, inspections and maintenance are kept.

    • Schedule 5: Plant requiring registration: plant designs (Part 1) and items of plant (Part 2), such as boilers and tower cranes.
    • Part 5.2: Additional duties for registered plant and plant designs, including major crane inspections and records.
    • reg 237: Records of tests, inspections, maintenance and alterations must be kept for plant required to be registered.
    • reg 213: Plant must be maintained, inspected and, if necessary, tested by a competent person, following manufacturer or competent person recommendations; annual inspection applies only if neither is practicable.

    Safe Work Australia (drafted by the Parliamentary Counsel's Committee)

  • Lifts, escalators and moving walks (AS 1735 series)

    Edition: Multi-part series. Current parts at check date: AS 1735.1.1:2022, AS 1735.1.2:2021, AS 1735.1.3:2021, AS 1735.1.4:2021, AS 1735.4:2020, AS 1735.5.1:2019, AS 1735.5.2:2019, AS 1735.5.3:2019, AS 1735.5.4:2019, AS 1735.7-1998, AS 1735.8-1986, AS 1735.8.1:2020, AS 1735.9-1994, AS 1735.11-1986, AS 1735.12:2020, AS 1735.14-1998, AS 1735.15:2021, AS/NZS 1735.18:2002, AS 1735.19:2019, AS 1735.20:2020

    Australian lift standards series. Requirements sit in its numbered parts, so check which part applies to the installation.

    Standards AustraliaSold by the publisher

  • Occupational Health and Safety Regulations 2017 (Vic)

    Edition: Occupational Health and Safety Regulations 2017 (Vic), version 018 (in force from 20 October 2026)

    Victoria: inspection and maintenance records for specified plant, including lifts.

    • reg 106: Requires records of inspection and maintenance to be kept for specified plant such as lifts, tower cranes, boilers and pressure vessels.

    Victorian Government (Victorian Legislation)

  • A17.1 Safety Code for Elevators and Escalators

    Edition: ASME A17.1-2025

    US elevator and escalator safety code, adopted state by state, often at an earlier edition.

    ASMESold by the publisher

  • Safety rules for the construction and installation of lifts - Lifts for the transport of persons and goods - Part 20: Passenger and goods passenger lifts

    Edition: EN 81-20:2020

    European standard for passenger and goods passenger lifts; EN ISO 8100-1:2026 supersedes it, with BSI withdrawal due 30 June 2029.

    European Committee for Standardization (CEN); listed by BSISold by the publisher

  • Work Health and Safety Regulation 2011 (Qld)

    Edition: Work Health and Safety Regulation 2011 (Qld), current in-force version as at 2026-10-26

    Queensland: lifts, escalators and moving walkways must be registered, except lifts in houses (class 1a) and some lifts inside class 2 apartments.

    • Schedule 5, Part 2, item 3.4: Lifts, escalators and moving walkways are plant requiring registration, except lifts in class 1a buildings and certain lifts within class 2 sole-occupancy units.

    Queensland Government (Office of the Queensland Parliamentary Counsel)

Each source was read at its publisher and the page checked on 26 October 2026. The publisher's current text is the authority.

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  <p style="font-size:12px;font-weight:700;letter-spacing:0.05em;text-transform:uppercase;color:#071D49;margin:0;">Free template</p>
  <p style="font-size:18px;font-weight:700;color:#071D49;margin:6px 0 0;">Elevator / lift quarterly service procedure</p>
  <ul style="margin:12px 0 0;padding-left:18px;color:#374151;font-size:14px;line-height:1.6;">
    <li style="margin:4px 0;">Doors: check car and landing door operation (open, close, nudging), test safety edge / light curtain / door reopening device, check door restrictor.</li>
    <li style="margin:4px 0;">Car interior: inspect lighting, floor, handrails, mirror and ventilation; check levelling accuracy at each floor.</li>
    <li style="margin:4px 0;">Safety systems: test emergency phone / intercom, check emergency lighting, test fire recall mode (Phase 1 and Phase 2).</li>
    <li style="margin:4px 0;">Controller: inspect controller, check fault log, inspect relay condition and contactors.</li>
    <li style="margin:4px 0;">Guide rails and mechanical: inspect guide rails and guide shoes for lubrication and wear.</li>
    <li style="margin:4px 0;">Car top inspection: sheave condition, deflector sheave, rope or chain condition, limit switches.</li>
  </ul>
  <p style="font-size:13px;color:#6B7280;margin:14px 0 0;padding-top:12px;border-top:1px solid #E5E7EB;">Free <a href="https://www.maptrack.com/templates/elevator-quarterly-service" style="color:#071D49;font-weight:600;text-decoration:none;">Elevator / lift quarterly service procedure</a> by MapTrack</p>
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The MapTrack elevator / lift quarterly service procedure contains 14 checks across 8 sections.

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