Preventive maintenance schedules play a crucial role in keeping equipment running smoothly and avoiding costly downtime. However, creating one from scratch can be time-consuming. That’s why we’ve put together a collection of free templates to get you started.
In this article, you’ll find:
- Google Sheets template variations for a PM schedule.
- A template for a PM plan to ensure you don’t miss critical details.
Free PM schedule templates
A preventive maintenance schedule helps you plan, track, and carry out maintenance work efficiently. To be truly effective, a PM schedule should cover all the necessary details to ensure tasks are completed properly — and on time.
Below is a list of “mandatory” and optional fields you will find in most preventive maintenance schedule templates.
Recommended items to include:
- Equipment details: Name, ID, and location of the asset.
- Maintenance tasks: A clear description of each task to be performed.
- Frequency: How often each task should be done (e.g., weekly, monthly, quarterly).
- Due dates: Specific dates or timeframes for completing tasks.
Optional items to include:
- Assigned personnel: Who is responsible for the task (it can be an individual or a team).
- Estimated time for each task: To help with workload planning.
- Priority level: Highlight critical tasks to ensure they’re done first.
- Safety notes: Any safety measures or precautions required.
- Costs: Expected expenses for tools, parts, or labor.
With these details in place, your PM schedule will ensure nothing falls through the cracks.
Barebone maintenance schedule template in Excel/Google Sheets
If you’re looking for a straightforward way to organize your preventive maintenance tasks, a barebone Excel or Google Sheets template is a great place to start.
You can download the template by clicking on this link and making a copy:
This type of template provides the essentials you need to track:
- A simple table format to list equipment, tasks, priorities, and due dates.
- Flexibility to customize based on your team’s needs. You can update drop-down lists for Frequency, Priority, and Assigned personnel. And you can easily add and remove columns as you see fit.
Ideal for smaller teams or those just getting started with preventive maintenance. It is quick to set up and easy to use.
Sidenote: Feel free to email us if you need an Excel versions of the templates shared in this article.
Comprehensive preventive maintenance schedule template
For teams managing dozens of assets with more complex maintenance requirements, a comprehensive PM schedule template is essential.
You can download the template by clicking on this link and making a copy:
This type of template goes beyond the basics by including:
- Task instructions or checklists to ensure tasks are completed accurately.
- Space for tracking completion status, notes, and time it took to complete the task.
- Automated calculations or conditional formatting to highlight overdue tasks.
A comprehensive PM schedule template offers a structured way to manage maintenance across a variety of equipment, keeping your team organized and ensuring all critical tasks are handled on time.
Free maintenance plan template
While a PM schedule focuses on the “when” and “what,” a maintenance plan covers the “how” and “why” of maintenance work. A well-structured preventive maintenance plan and program ensure your team is aligned both on goals and processes.
If you are looking for a template to streamline the creation of a simple maintenance plan, you can find a free template on the following link:
Need to simplify maintenance scheduling and tracking? Try Sockeye
Scheduling maintenance work through a spreadsheet might be simple, but it is quite inefficient and prone to error. That becomes painfully obvious as your operations grow.
Sockeye is a simple maintenance scheduler software designed to streamline one thing: maintenance scheduling and work order management — and it is damn good at it.
As a CMMS bolt-on, Sockeye seamlessly connects to your existing maintenance or workforce/payroll software. This allows you to have real-time insight into work that needs to be done and technician availability. You can use automation to prepopulate weekly and daily schedules in seconds — then fine-tune it manually if needed.
Here is a quick video that shows how it works:
Want to see Sockeye in action? Contact us today or book a quick demo to learn how we can help get more work done by scheduling more work.
