Preventive Maintenance Work Order Template
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A preventative maintenance work order is a form that allows customers to place a formal request to have routine work be performed on powered equipment, engines, and other mechanical systems. Having work be performed in a scheduled matter is done to reduce the chances of the system failing prematurely. This permits systems to be operational for significantly longer periods of time than they otherwise would, saving people and businesses money in the long run.
PDF, 
Excel & 
Word) or create one online!Using a Preventative Maintenance Work Order
To effectively use a work order for scheduling (and charging) ongoing maintenance for a client, the company will need to have the following in place:
- Maintenance schedules for a wide variety of equipment – There is a good chance this is provided by the manufacturer of the product, but if not, in-house schedules will need to be drafted. Setting a frequency for maintenance repairs is essential; mark tasks as either weekly, monthly, bi-yearly, yearly, etc.
- The rates in place for maintaining equipment – In order to provide the client with a quick estimate, the rates for various jobs (labor & parts / materials) should be able to be referenced quickly.
For customers looking for one-time preventative maintenance to be performed on their equipment, using a schedule isn’t necessary. In these situations, the person completing the form should only fill-out fields that only apply to the single request. However, once work is complete, keeping a record of the repair is highly recommended to ensure future owners/techs understand the equipment’s repair history.
Not sure where to start? Learn the basics in our complete guide on how to create invoices before customizing your template.
Sample
FAQs
Yes. Our Preventive Maintenance Work Order Template is completely free. No credit card required. No sign-up required to download or use. You are free to save it, edit it, or modify it to fit your needs.
Possibly. To edit an XLS or a Word document, you may need Microsoft Office installed on your computer. You can also possibly use Google Docs Online with your Google account
For help using Preventive Maintenance Work Order Template, check out our resource at How to create invoices, which covers everything you need to know to make your own invoices.
If you just need to generate invoices online without downloading anything to your phone or computer you can use our Free Invoice Generator