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Preventive maintenance checklist builder

Choose the systems your sites have. The builder merges each system's preventive items into one seasonal checklist you can print, hand to a technician, or send to a provider to price a program against.

Systems on your sites

Compliance
Exterior and site
Interior
Programs
Preventive maintenance checklist

Your portfolio

3 systems, 30 items. Generated at facilitiesmaintenance.org.

Quarterly

Commercial HVAC Maintenance and Preventive Contracts
  • ☐ Filter change or inspection
  • ☐ Visual check of unit exterior, disconnects and safety switches
Commercial Plumbing Repair and Contractors
  • ☐ Visual inspection of exposed piping, valves and fixture connections for leaks or corrosion
  • ☐ Check water pressure at representative fixtures against expected range
Commercial Roof Maintenance and Inspection
  • ☐ Visual roof walk checking for new punctures, debris buildup and equipment changes
  • ☐ Confirm drains are clear and flowing

Spring

Commercial HVAC Maintenance and Preventive Contracts
  • ☐ Pre-cooling season visit covering refrigerant charge, coil cleaning and electrical checks
  • ☐ Test economizer and outside air dampers before cooling demand increases
  • ☐ Verify condensate drains are clear ahead of humid weather
Commercial Plumbing Repair and Contractors
  • ☐ Check for winter freeze damage to exposed piping
  • ☐ Test backflow preventers ahead of any irrigation system startup
Commercial Roof Maintenance and Inspection
  • ☐ Post-winter walk to check for ice damage, cracked pitch pans and lifted flashing
  • ☐ Clear all drains and gutters ahead of spring storm season
  • ☐ Check membrane for winter UV and cold-cycle cracking

Fall

Commercial HVAC Maintenance and Preventive Contracts
  • ☐ Pre-heating season visit covering heat exchanger, ignition system and gas piping
  • ☐ Inspect belts and bearings before peak heating runtime
Commercial Plumbing Repair and Contractors
  • ☐ Insulate or verify insulation on exposed piping before freezing temperatures
  • ☐ Inspect and service sump or ejector pumps before winter precipitation increases
Commercial Roof Maintenance and Inspection
  • ☐ Clear leaves before they compact into drains
  • ☐ Inspect and reseal pitch pans and penetration flashings before winter
  • ☐ Check edge metal fasteners before high wind season

Annual

Commercial HVAC Maintenance and Preventive Contracts
  • ☐ Full inspection combining both seasonal visits into a full condition assessment
  • ☐ Combustion analysis and carbon monoxide testing on gas-fired equipment
  • ☐ Equipment age and efficiency review to plan for future replacement budgeting
Commercial Plumbing Repair and Contractors
  • ☐ Backflow preventer certified testing where required by local code
  • ☐ Camera inspection of main waste lines if any history of recurring blockages
  • ☐ Full fixture inventory check for wear items needing replacement
Commercial Roof Maintenance and Inspection
  • ☐ Full inspection with written report, photos and a prioritized repair list
  • ☐ Review warranty documentation and confirm inspection compliance
  • ☐ Infrared moisture scan on roofs approaching or past 10 years of service

Print it or send it

Sending emails the checklist to you, so a provider can price the program against it.