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Templates & Checklists

Free, editable templates for facility and maintenance teams: work orders, safety, preventive maintenance and more. Preview any of them before you download.

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Safety & Compliance

AED Maintenance Checklist

Pads and batteries expire quietly and the device only fails when it matters. Check every unit monthly and track every expiry date before it lapses.
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Preventive Maintenance

Boiler Maintenance Checklist

Commercial heating plant, with the combustion readings written against their commissioning figures and the statutory examination dates counting down, because a boiler that drifts two points of efficiency costs more over a winter than the service that would have caught it.
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Preventive Maintenance

Building Assessment Template

A formal condition assessment that ends in a number. System by system, how much life is left and what the deficiencies cost, resolving to a facility condition index.
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Preventive Maintenance

Building Maintenance Checklist

A condition walk of the whole building, element by element. Rate what you see rather than ticking it off, price the defects you find, and the walk ends with a number.
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Preventive Maintenance

Building Maintenance Log Template

One building and every job done to it, sorted by the part of the building that consumed the money, so an element quietly taking a rising share becomes visible.
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Work Orders

Building Maintenance Work Order Template

Fabric and common-area work issued by building element, with the asbestos and access checks made before starting and the statutory items kept separate.
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Safety & Compliance

Calibration Form Template

A calibration record with as-found readings taken before anything is adjusted, because as-found is what tells you whether every measurement the instrument made since its last calibration can be trusted.
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Safety & Compliance

CCTV Maintenance Checklist

A camera that records is not the same as a camera that is useful. This grades image quality against what each camera is actually there to do, proves the footage is really being retained, and keeps the data protection obligations on the same sheet as the lens cleaning.
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Preventive Maintenance

Chiller Maintenance Checklist

Built around approach temperature, the number that tells you a chiller is fouling months before anybody notices it on the electricity bill, plus the log readings, oil analysis and tube condition that say whether the machine will see out the summer.
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Work Orders

Cleaning Work Order Template

A cleaning round recorded area by area, with minutes spent, an inspection score against each space, and the consumables and chemicals used.
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Safety & Compliance

Cold Room Maintenance Checklist

Walk-in refrigeration, where a maintenance failure becomes a food safety failure within hours. Temperature integrity first, measured at the warmest point rather than read off the display, then the door, the defrost and the stock.
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Preventive Maintenance

Commercial Building Maintenance Schedule

A maintenance schedule for a let building, where the question is not only when a task falls due but who is responsible for it and how much of it the tenants actually pay for.
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Safety & Compliance

Commercial Water Heater Maintenance Checklist

Domestic hot water plant in a commercial building, where the temperature regime is not a comfort setting but a control measure: hot enough at the heater, hot enough at the outlet, and cool enough at the point a hand touches it.
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Safety & Compliance

Complaint Report Template

A complaint record for when somebody is unhappy with the service rather than hurt by it, with each point they raised answered separately instead of under one overall verdict.
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Work Orders

Contractor Work Order Template

Issue work to an external contractor with an agreed price, logged variations, and acceptance signed before the invoice is approved.
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Preventive Maintenance

Cooling System Inspection Checklist

A survey of the whole cooling system rather than a service of one machine, built around delta-T measured at every stage, because a system running a low temperature difference costs two or three times more to pump and nothing about it looks broken.
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Safety & Compliance

Cooling Tower Maintenance Checklist

A cooling tower is the one piece of building plant that can make people seriously ill from the other side of a parking lot. This covers the mechanical maintenance and the legionella control regime together, because treating them as separate jobs is how outbreaks happen.
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Preventive Maintenance

Electrical Maintenance Checklist

Scheduled electrical maintenance on a live installation. Thermographic survey under load, torque checks that are recorded rather than assumed, and RCD trip times written down.
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Safety & Compliance

Emergency Light Inspection Checklist

Two test regimes on two clocks, every luminaire logged, and the duration each fitting actually held rather than the duration it was supposed to.
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Preventive Maintenance

Equipment Maintenance Checklist

Planned maintenance for machinery rather than buildings, scheduled on running hours instead of the calendar, because a machine that ran 900 hours last quarter and one that ran 90 do not need the same attention on the same date.
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Preventive Maintenance

Equipment Maintenance Log Template

One asset and its whole service history, planned, reactive and corrective in one register, so lifetime spend can be read against what the thing would cost to replace.
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Preventive Maintenance

Equipment Maintenance Report Template

A condition report on one asset written for whoever owns the budget rather than whoever did the work: what state it is in, how much life is left, and whether the next thing to spend money on is a repair or a replacement.
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Work Orders

Equipment Work Order Template

Work on one piece of equipment, with meter readings at start and finish, criticality, the isolation and permit record and warranty status.
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Preventive Maintenance

Facilities Maintenance Schedule Template

The whole facilities remit across a portfolio: hard and soft services building by building, who delivers each one, what it costs per unit of area and when the contract runs out.
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Safety & Compliance

Facility Inspection Form Template

The loss-control inspection an insurer, broker or risk manager fills in. Property conservation and liability exposure rather than a maintenance walk, ending in coded recommendations.
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Preventive Maintenance

Facility Maintenance Checklist

The facility manager's running checks, organized by how often they happen rather than by what they are. Daily through annual, with completion reported per cadence.
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Safety & Compliance

Facility Management KPIs Template

A facilities scorecard where every measure carries how it is calculated, written out in words, so the same KPI reported by two sites actually means the same thing.
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Safety & Compliance

Facility Management Plan Template

The operating plan for running a facility, not just maintaining it. Which services are delivered in-house and which are bought, what they cost per occupant, and how performance is judged.
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Safety & Compliance

Floor Inspection Checklist

Floors inspected as a slip risk and a capital asset, with the covering type recorded against the cleaning method used on it, because the commonest cause of a slippery floor is not dirt but the wrong product on the right surface.
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Preventive Maintenance

Generator Maintenance Checklist

Standby power tested the way it will actually be used, because a generator that has only ever been run off load is an untested generator, and the day it is needed is the worst possible day to find that out.
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Work Orders

Handyman Work Order Template

Price a visit made of several small unrelated jobs, task by task, with each one approved before it starts.
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Preventive Maintenance

Housekeeping Checklist

For a housekeeping department in a hotel, hospital or student accommodation: room status agreed with the front desk, a departure clean separated from a stayover, and minutes recorded per room.
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Safety & Compliance

Housekeeping SOP Template

The written method behind the checklist. Every step carries a standard and a way of verifying it, every person who follows it has a training record, and every change has a version number.
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Preventive Maintenance

HVAC Installation Checklist

An installation record that ends where most installations go wrong, with the commissioning readings compared against the design figures and the warranty registered before the installer leaves site.
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Preventive Maintenance

HVAC Maintenance Checklist

Scheduled HVAC maintenance by frequency, with the two seasonal changeovers that decide whether a summer or a winter goes quietly, and the filter and belt sizes written down.
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Work Orders

HVAC Work Order Template

A mechanical service record with as-found and as-left readings, refrigerant handling, filter size and component checks against one unit.
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Safety & Compliance

Incident Report Template

Record what happened while it is fresh, keep the facts apart from the analysis, and decide inside the form whether a regulator has to be told.
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Safety & Compliance

Indoor Air Quality Checklist

A survey of the air people are breathing rather than the plant that moves it, measured in the areas the complaints came from and at the time of day they happen, because a survey done in an empty building on a quiet morning finds nothing.
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Work Orders

Inspection Work Order Template

A job ticket that says go and inspect this. Pass, fail or N/A on every point, and every fail leaves with a photo reference, a corrective work order number and a date.
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Preventive Maintenance

Janitorial Checklist

A janitor's duty roster from daily through to yearly, covering the caretaking a building needs as well as the cleaning: the lamp changes, the setups, the salt bins and the plant room walk.
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Work Orders

Job Order Template

Authorize a piece of work against a cost center, record who approved it at each stage, and close it against actual cost.
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Preventive Maintenance

Landscape Maintenance Checklist

An annual grounds program for a commercial site, built around the fact that landscape work is dictated by the growing season rather than the calendar, plus the tree inspections and irrigation checks that are liabilities rather than gardening.
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Work Orders

Landscape Work Order Template

A grounds visit recorded zone by zone, with conditions on arrival, crew hours per area and every chemical application logged.
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Safety & Compliance

Lock Out Tag Out Procedures

A written energy control procedure for one machine. Every energy source named, zero energy proved before anyone works, and one lock per person.
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Safety & Compliance

Maintenance Policy Template

The governance document above the plan. What the organization commits to, who may decide what and up to what value, which standards apply, and how anyone knows it is being followed.
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Work Orders

Maintenance Report Template

A shift or daily report for a site rather than a record of one job: what the team did, what is still open and why, and above all the temporary measures left in place for whoever comes on next.
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Work Orders

Maintenance Work Order Template

One form for corrective and preventive jobs, with downtime captured, parts and labor totalled, and two signatures closing the job.
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Safety & Compliance

Medical Office Cleaning Checklist

Cleaning a clinical setting, where the two things that decide whether it worked are the disinfectant dwell time and whether the room was cleaned between patients or terminally. Neither appears on a commercial cleaning specification.
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Safety & Compliance

Monthly Service Report Template

The report a facilities provider sends its client each month, written narrative first and ending with the one section most reports leave out: what the client has to do.
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Preventive Maintenance

Office Cleaning Checklist

A cleaning specification for a commercial building, written area by area with a frequency and a time against every task, so a contractor can price it and a client can audit against it.
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Safety & Compliance

OSHA Compliance Checklist

For US workplaces. Which standards apply to you, what has to be written, posted and reported, by when, and how long every record has to be kept.
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Safety & Compliance

OSHA Inspection Checklist

For US workplaces. What to do from the moment a compliance officer shows credentials at reception, through the walkaround, to the day the contest period expires.
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Safety & Compliance

Permit to Work Template

Authorization for one job, in one place, for a stated window of time. Precautions confirmed before issue, and the area handed back before it closes.
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Work Orders

Pest Control Work Order Template

One treatment visit recorded with the device readings, the pesticide application detail and the restricted entry interval an auditor will ask for.
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Safety & Compliance

Plant Shutdown Checklist

Plan, run and restart a planned shutdown. Scope frozen before it starts, daily progress against plan, and a pre-startup review that has to pass before anything is energized.
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Preventive Maintenance

Plumbing Inspection Checklist

The water and drainage installation across a commercial building, inspected with a pressure gauge rather than by eye, and built around an isolation valve register, because the moment a pipe bursts the only question is which valve stops it.
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Preventive Maintenance

PPM Schedule Template

A planned preventative maintenance schedule built as a compliance register: every statutory task with its frequency, provider, next due date and certificate reference.
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Preventive Maintenance

Preventive Maintenance Checklist

A task library rather than a job sheet. Seventy tasks across six building systems, adopted only where you can name an owner and a frequency, with a coverage score and an hours check.
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Preventive Maintenance

Preventive Maintenance Log Template

The record of PM that actually happened. Every visit against the date it was due, so the sheet works out how many days early or late each one ran.
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Preventive Maintenance

Preventive Maintenance Plan Template

The program document rather than a task list. Which assets get preventive attention and which run to failure, why, what it costs, who delivers it, and how you will know within a year whether it worked.
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Preventive Maintenance

Preventive Maintenance Schedule Template

A twelve-month matrix of what falls due when, with hours rather than ticks in the month cells, so the workload totals itself and August's triple booking shows up in December.
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Work Orders

Preventive Maintenance Work Order Template

One scheduled PM visit recorded against its task list, with as-found and as-left readings, every deficiency raised as a corrective job, and a verdict on the interval.
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Safety & Compliance

Property Damage Report Template

An insurance-grade record of damage to a building and its contents: what caused it, what you did to stop it worsening, and what the claim comes to.
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Work Orders

Property Management Work Order Template

A tenant request taken through entry permission, an owner approval limit and a vendor visit, with every cost line allocated before the invoice arrives.
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Work Orders

Repair Order Form Template

The front door for repair requests: plain language from whoever noticed the problem, then triage, spend approval and the work order it turns into.
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Work Orders

Repair Work Order Template

A breakdown record with a timestamped downtime timeline, failure category, root cause and the cost evidence a replacement decision needs.
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Preventive Maintenance

Restaurant Cleaning Checklist

Front of house and back of house on one document, with the two things a generic cleaning list never carries: sanitizer concentration in parts per million, and the duct interval your insurer asks about after a fire.
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Preventive Maintenance

Restroom Cleaning Checklist

The sheet that goes on the back of the door and the schedule behind it: hourly checks signed as they happen, a full clean specified properly, and the par levels that stop a building running out of hand towel.
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Preventive Maintenance

Retail Store Cleaning Checklist

Cleaning a shop while it is trading. Front of house is a sales surface rather than just a floor, so the frequencies follow footfall and weather, and the standard is what a customer sees from the door.
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Safety & Compliance

Safety Audit Checklist

Audits the safety management system rather than the housekeeping. Every requirement is tested three ways and backed by the evidence you actually saw.
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Safety & Compliance

Safety Inspection Checklist

A physical walkthrough of what is actually in front of you, with every hazard logged, scored by severity and likelihood, and banded high, medium or low.
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Preventive Maintenance

School Cleaning Checklist

Cleaning a school runs on two calendars. Term time is fast, constant and worked around children; holidays are when the real work happens. This specifies both, with the safeguarding a school needs and an office does not.
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Preventive Maintenance

Service Interruption Notice Template

The notice you send before switching something off, written so that an occupant who reads it once does not need to ring and ask what is still working.
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Work Orders

Service Invoice Template

An invoice for maintenance and facilities work, built to be reconciled rather than just sent. Every line references a work order and says whether it is contract, chargeable or warranty.
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Safety & Compliance

Service Level Agreement Template

A facilities services SLA written to be measured. Priorities defined with worked examples, response separated from fix, and the stop-the-clock rules that settle most disputes.
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Work Orders

Service Request Form Template

One front door for everything a facilities team does, not just repairs. A catalog of sixteen services, each with a published fulfillment target and an approval threshold.
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Work Orders

Service Work Order Template

Record a customer visit with the SLA clock, the fault in the customer's words, and every line marked billable, warranty or contract.
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Preventive Maintenance

Site Handover Checklist

Taking a building from the people who built it to the people who will run it, while there is still leverage to get the asset register, the spares and the training that operating it depends on.
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Safety & Compliance

Spill Response Plan Template

A plan written before anything is spilled. What is stored where, which drain it would reach, who does what in the first ten minutes, and who has to be told.
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Safety & Compliance

Subcontractor Evaluation Checklist

Approve a subcontractor before they start and score them once they have, with weights set once so the whole approved list stays comparable and documents tracked to their expiry date.
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Safety & Compliance

Ventilation Inspection Checklist

The air side of a building inspected with an anemometer rather than a torch, with airflow measured against design, duct cleanliness graded so it can be compared, and the fire dampers that sit inside the same ductwork and are almost never tested.
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Work Orders

Work Order Checklist Template

A review instrument: sample closed work orders, score them across raising, safety, closure and data quality, and turn the result into a compliance rate.
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Work Orders

Work Order Completion Report

The closing document for a finished job. What was done, what it cost, whether it is genuinely resolved, how long it is warranted, and two signatures.
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Work Orders

Work Order Proposal Template

Price work before it is authorized: what is included, what is not, the assumptions, two or three priced options, and a signature that turns it into an order.
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Work Orders

Work Order Template

A simple work order that works for any job and any trade. Raise it on one page, close it on the other, and let the costs add themselves up.
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Work Orders

Work Order Tracking Template

One register for every open and closed work order, with aging that calculates itself, SLA outcomes and the reactive share of the workload.
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Safety & Compliance

Workplace Housekeeping Checklist

Housekeeping as a safety discipline rather than a cleaning one: order, storage and clear routes, scored by area, because slips and trips on the same level are the largest single category of workplace injury and almost all of them are a housekeeping failure.
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