Free template · PDF + XLSX
Free preventive maintenance schedule
Free preventive maintenance schedule template (PDF and editable Excel). 12-month planner grid for weekly, monthly, quarterly and annual PM tasks. Download or go digital.
Loading PDF page...

Read the form fields
Frequency key: DLY = Daily WKL = Weekly MTH = Monthly QTR = Quarterly ANN = Annual • Tick each cell when the task is completed for that month. Add rows for site-specific tasks.
14 columns
The fields in the printable form, in a view that fits your screen.
| PM Task | Freq. | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Blank field | Blank field | Blank field | Blank field | Blank field | Blank field | Blank field | Blank field | Blank field | Blank field | Blank field | Blank field | Blank field | Blank field |
| Blank field | Blank field | Blank field | Blank field | Blank field | Blank field | Blank field | Blank field | Blank field | Blank field | Blank field | Blank field | Blank field | Blank field |
| Blank field | Blank field | Blank field | Blank field | Blank field | Blank field | Blank field | Blank field | Blank field | Blank field | Blank field | Blank field | Blank field | Blank field |
The MapTrack preventive maintenance schedule has 14 columns and room for 31 entries.
Make this form your own
Add your fields and logo. Give your team a form they can use on site.
Free 30-day trial. No credit card. Work email needed.
Customise & use this form now for freeAfter signup: customise the template, then save and publish it for your team.
General guidance only. Check the form against your equipment manual, site procedures and local requirements before using it.
Key takeaways
- The MapTrack preventive maintenance schedule has 14 columns and room for 31 entries. Columns: PM Task, Freq., Jan, Feb, Mar, Apr, May, Jun, Jul, Aug, Sep, Oct, Nov, Dec.
- Lists each asset, its tasks, the interval and the person responsible, so maintenance is planned work rather than a response to a breakdown.
- Preventive work is scheduled before failure. Reactive work happens after it, and carries expedited parts, overtime labour and secondary damage.
- Build intervals from the manufacturer manual first, then tighten them where duty cycle, dust or load is heavier than the manual assumes.
- The model WHS Regulations place the duty to maintain plant on the PCBU, so the schedule is a compliance record as well as a maintenance one.
What is a preventive maintenance schedule?
A preventive maintenance (PM) schedule is a planning document that maps all routine maintenance tasks across a calendar year. It organises tasks by asset or system, assigns a frequency (daily, weekly, monthly, quarterly, annual), and indicates which month each task should be completed. The schedule ensures that maintenance work is planned ahead, distributed evenly across the year, and nothing falls through the cracks. It is the foundation of any effective maintenance programme.
A documented PM schedule is not just good practice, it is a regulatory expectation. Under the WHS Act 2011, a PCBU must ensure that plant is maintained so it remains without risks to health and safety. The WHS Regulations 2011, Chapter 5, specifically require persons with management or control of plant to establish and follow a maintenance schedule. Without a written schedule, maintenance defaults to reactive mode where tasks are only performed after equipment fails. Reactive maintenance typically costs three to five times more than preventive maintenance, introduces unplanned downtime that disrupts operations, and creates safety risks when critical systems such as fire protection, emergency lighting or pressure vessels miss their mandated inspection intervals. Insurance assessors and WHS auditors expect to see a documented schedule with completion records. A gap in the schedule creates a gap in your compliance evidence that is difficult to explain during an incident investigation.
Learn more about maintenance and work orders in MapTrack.
Choose the format that fits your team
Download the PDF
Use the original printable form for a paper workflow. Check it against your equipment and site procedure before the job.
Keep completed copies in your own record system and arrange any follow-up through your normal process.
Download free PDFCustomise a form in MapTrack
Start a free trial, adjust the digital form to your workflow, then save and publish it for your team to use.
Your account uses the digital template. Sample answers on this page and completed PDF records aren't imported automatically.
Customise & use this form now for freeFree 30-day trial. No credit card. Work email needed.
Available files
- Preventive maintenance schedule PDF (PDF)
Print-ready 12-month planner: each asset or system mapped against its PM tasks and the month each falls due.
- Preventive maintenance schedule XLSX (XLSX)
Editable Excel workbook with the same 12-month grid, ready to adjust intervals and roll the plan forward each year.
Benefits of using this preventive maintenance schedule
- Reduced breakdowns: - planned maintenance catches issues before they cause failures, keeping equipment running and avoiding costly emergency repairs.
- Lower costs: - preventive maintenance typically costs 3-5 times less than emergency repairs, reducing your total maintenance spend.
- Extended asset life: - regular service intervals keep equipment running longer, delaying capital replacement.
- Improved safety: - scheduled inspections identify hazards before incidents occur, protecting your team and meeting duty of care obligations.
- Better resource planning: - know in advance what labour, parts and tools are needed each month, reducing last minute scrambles and overtime.
- Compliance: - a documented PM schedule demonstrates due diligence for WHS and insurance requirements, providing audit-ready records.
What to include in a preventive maintenance schedule
- Schedule details: - site or facility name, department, schedule year, prepared by, approved by.
- HVAC and mechanical: - heating, ventilation, air conditioning and mechanical system maintenance tasks grouped by frequency.
- Electrical: - switchboard inspections, RCD testing, emergency lighting, test and tag, electrical system checks.
- Plumbing: - pipework inspections, backflow prevention, hot water systems, drainage and water quality checks.
- Fire safety: - fire extinguisher inspections, alarm testing, sprinkler checks, emergency evacuation equipment.
- Equipment and plant: - generators, compressors, forklifts, fleet vehicles and other operational equipment.
- Grounds and exterior: - roof inspections, guttering, car park, fencing, landscaping, external lighting.
- Frequency for each task: - daily, weekly, monthly, quarterly or annual.
- 12-month calendar grid: - tick when completed each month.
- Assigned technician or contractor: - who is responsible for each task.
- Notes: - additional or site-specific tasks.
- Sign-off: - prepared by and approved by with dates.
How to use this preventive maintenance schedule
List all assets and systems requiring maintenance across your site or facility, including HVAC, electrical, plumbing, fire safety, equipment and grounds.
Walk through the entire site or facility and create a comprehensive asset register. Include HVAC units, switchboards, plumbing systems, fire safety equipment, generators, compressors, fleet vehicles, forklifts and any other equipment or infrastructure that requires routine maintenance.
Identify manufacturer-recommended service intervals for each asset. Check manuals, data plates and supplier documentation for recommended frequencies.
For each asset, locate the manufacturer service manual, data plate or supplier documentation and record the recommended service intervals. Note specific tasks required at each interval (e.g. filter change at 250 hours, oil change at 500 hours, major service at 1,000 hours or annually). This forms the foundation of your PM schedule.
Add regulatory and compliance requirements, including fire safety testing, electrical inspections, calibration, and any industry-specific obligations.
Layer in any legislated or standards-based inspection requirements such as annual fire extinguisher inspection, six-monthly RCD testing, annual test and tag, pressure vessel inspections per AS 3788, crane certifications per AS 1418 and any industry-specific audit requirements. These compliance tasks are non-negotiable and must be scheduled first.
Group tasks by system and assign frequencies (daily, weekly, monthly, quarterly, annual). Use the template categories as a starting point.
Organise all maintenance tasks by system category (HVAC, electrical, plumbing, fire safety, equipment, grounds) and assign the correct frequency to each task. Use the template categories as a starting framework and customise for your specific site. This grouping helps allocate resources and identify which months have the highest workload.
Map tasks across the 12-month calendar, distributing workload evenly to avoid overloading any single month.
Plot each task onto the 12-month calendar grid. Stagger quarterly and annual tasks so they do not all fall in the same month. Consider seasonal factors such as scheduling HVAC servicing before summer and heating checks before winter. Distribute workload to maintain a manageable level each month for your team.
Review, approve and distribute to your maintenance team. Assign responsible technicians or contractors for each task group.
Have the maintenance manager or facility manager review and approve the completed schedule. Assign specific technicians, trade contractors or service providers to each task group. Distribute the schedule to all responsible parties and set up automated reminders in your maintenance management system.
How often should you complete this schedule / plan?
Review and update the preventive maintenance schedule at least annually, or whenever new equipment is added, assets are decommissioned, or regulatory requirements change. Monthly reviews help verify that scheduled tasks are being completed on time.
In MapTrack, you can set up automated PM schedules that generate work orders automatically, track completion rates and send reminders when tasks are overdue. Schedule by date, meter reading or condition, across your entire asset register.
The schedule should be reviewed at least annually and updated whenever new equipment is added or manufacturer service bulletins are issued. For organisations managing hundreds of assets, a digital maintenance management system like MapTrack automates schedule creation, work order generation and compliance tracking, eliminating manual spreadsheet-based schedules.
Make this form your own
From your template to your team.
Start with this template, adjust it for your equipment and site, then save and publish the digital form for your team.
- 01
Start your free trial
Use your work email to create your MapTrack account.
- 02
Customise, save and publish
Adjust the template fields and branding for your site.
- 03
Complete it on the job
Record checks, add photos and export a branded PDF.
Keep working offline
Load the form before you lose reception. Complete it offline and sync when you're back online.
Scan the asset. Open its form.
Use an asset's QR code to find and complete the forms that belong to it.
Show what you found
Capture photos and attach files so the next person has the details they need.
Take a branded PDF with you
Download completed forms as PDF reports with your company logo.
The trial uses a digital template. Completed paper records aren't imported automatically.
Frequently asked questions
Practical answers about the form, record keeping and using MapTrack.
A preventive maintenance schedule is a calendar-based plan that maps out all routine maintenance tasks for your equipment and assets across the year. It organises tasks by frequency (daily, weekly, monthly, quarterly, annual) and assigns them to specific time periods, ensuring nothing is missed and workload is distributed evenly.
Link to this answerStart with manufacturer-recommended maintenance intervals for each asset. Add regulatory requirements (fire safety, electrical testing, calibration). Include any tasks based on your own experience with the equipment. Group tasks by system (HVAC, electrical, plumbing, equipment) and frequency. Our template provides a starting framework you can customise for your facility or fleet.
Link to this answerPreventive maintenance is planned, scheduled work performed before equipment fails, aimed at avoiding breakdowns. Reactive maintenance is unplanned work performed after equipment has already failed or broken down. A good PM schedule reduces reactive maintenance, lowering costs, improving uptime and extending asset life.
Link to this answerA PM schedule should include all legislated and standards-based maintenance requirements such as annual fire extinguisher inspection (AS 1851), six-monthly RCD testing (AS/NZS 3760), annual test and tag of electrical equipment, pressure vessel inspections (AS 3788), crane certifications (AS 1418), emergency lighting testing and any industry-specific audit requirements. These obligations are non-negotiable and must be scheduled as a baseline before adding manufacturer-recommended tasks.
Link to this answerA preventive maintenance plan is the strategy document: it sets out which assets are covered, why, what resources are needed and how performance is measured. A preventive maintenance schedule is the working calendar that puts the plan into action: each task, its frequency and who does it, ticked off month by month. This template is the schedule, with a 12-month grid most sites use day to day.
Link to this answerYes. This template follows the standard format: tasks grouped by system (HVAC, electrical, plumbing, fire safety, plant and equipment, grounds), a frequency column for daily through annual tasks, a 12-month calendar grid you tick when each task is completed, and columns for the assigned technician or contractor. Use it as a worked example and swap in your own site-specific tasks.
Link to this answerYes. The 12-month calendar grid doubles as a tracker: tick each cell when the task is done and gaps show up immediately. On paper or PDF this works well for a single site with a stable task list. Once you are tracking PM across multiple sites, technicians or hundreds of assets, MapTrack replaces the grid with recurring digital tasks and overdue alerts per asset.
Link to this answerYes. Download and use the preventive maintenance schedule for free. Open the file in your browser and use Print, then Save as PDF. No MapTrack account is required. The template includes a 12-month calendar grid covering HVAC, electrical, plumbing, fire safety, equipment and grounds categories. If you want to automate your PM scheduling with digital work orders, completion tracking, automated reminders and overdue alerts across your entire asset register, MapTrack can do that. Book a demo to see how.
Link to this answerStart with assets where failure creates a safety risk or regulatory non-compliance, such as fire protection systems, emergency lighting, pressure vessels and lifting equipment. Next add assets where failure causes significant production downtime or revenue loss. Then include assets with manufacturer warranty requirements that depend on documented servicing. Finally add lower-criticality items like grounds maintenance and cosmetic repairs. This risk-based approach ensures your most important assets are covered even if resources are limited.
Link to this answerApplicable regulatory standards
This form is a starting point. Check the current requirements that apply to your equipment, work and location. The form alone does not establish compliance.
- WHS Act 2011, Section 19 - Primary Duty of Care (duty to maintain plant and structures)
- WHS Regulations 2011, Chapter 5 - Plant and Structures (requirement for maintenance schedules)
- AS 1851:2012 - Routine Service of Fire Protection Systems and Equipment
- AS/NZS 3760:2010 - In-service Safety Inspection and Testing of Electrical Equipment
- Model WHS Regulations (Safe Work Australia)
- Model Work Health and Safety Act (Safe Work Australia)
- AS/NZS 3760:2022, In-service safety inspection and testing of electrical equipment (Standards Australia)
- AS 1851-2012, Routine service of fire protection systems and equipment (Standards Australia)
MapTrack publishes this template. The linked authorities publish their own guidance; they haven't endorsed this form.
The numbers behind this preventive maintenance schedule
Every figure below is sourced and dated, so you can quote it in a toolbox talk, a budget case or a board paper without having to chase the original report.
Cite this template
Writing about this topic? You’re welcome to quote this checklist. Here’s the wording to use so your readers can find the original.
The MapTrack preventive maintenance schedule has 14 columns and room for 31 entries.
- Short attribution
- MapTrack Preventive maintenance schedule, https://www.maptrack.com/templates/preventive-maintenance-schedule
- Reference list
- MapTrack. (2026). Preventive maintenance schedule [Checklist template]. Retrieved from https://www.maptrack.com/templates/preventive-maintenance-schedule
Free to reuse with credit under a Creative Commons Attribution 4.0 licence. If you’d rather link straight to it, the page is https://www.maptrack.com/templates/preventive-maintenance-schedule.
Embed this free template on your website
Run an industry blog, trade association site, or training resource? Drop a preview of this free preventive maintenance schedule straight into your page. The snippet is self-contained, needs no scripts, and links readers back to the full free template.
<div style="max-width:480px;font-family:system-ui,-apple-system,'Segoe UI',Roboto,sans-serif;border:1px solid #E5E7EB;border-radius:12px;padding:20px;background:#ffffff;">
<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;">Preventive maintenance schedule</p>
<ul style="margin:12px 0 0;padding-left:18px;color:#374151;font-size:14px;line-height:1.6;">
<li style="margin:4px 0;">Schedule details: - site or facility name, department, schedule year, prepared by, approved by.</li>
<li style="margin:4px 0;">HVAC and mechanical: - heating, ventilation, air conditioning and mechanical system maintenance tasks grouped by frequency.</li>
<li style="margin:4px 0;">Electrical: - switchboard inspections, RCD testing, emergency lighting, test and tag, electrical system checks.</li>
<li style="margin:4px 0;">Plumbing: - pipework inspections, backflow prevention, hot water systems, drainage and water quality checks.</li>
<li style="margin:4px 0;">Fire safety: - fire extinguisher inspections, alarm testing, sprinkler checks, emergency evacuation equipment.</li>
<li style="margin:4px 0;">Equipment and plant: - generators, compressors, forklifts, fleet vehicles and other operational equipment.</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/preventive-maintenance-schedule" style="color:#071D49;font-weight:600;text-decoration:none;">Preventive maintenance schedule</a> by MapTrack</p>
</div>Free to reuse, including commercially. This template is published under a Creative Commons Attribution 4.0 licence. Copy it, adapt it, put it on your own site or in your own docs. All we ask is that you credit MapTrack with a link back to this page. The snippet above already includes that credit, so if you use it as-is you’re covered.
About the author

Commercial Director
Jarrod has spent over a decade in technology consulting and asset management, including roles at Accenture (mining and heavy industry) and CGI as an Asset Management Consultant. He joined MapTrack in 2018 and has spent the past 8+ years building and scaling the platform, conducting 300+ user research sessions with field teams to shape the product. His consulting background gives him deep insight into the operational and compliance challenges facing asset-intensive Australian businesses.
View LinkedIn profile →Ready for your next job?
Keep the PDF handy, or customise the digital form for your team.


