A printable, fillable 9-page PDF for hour-meter preventive maintenance (PM) on forklifts and pallet jacks, plus each form as its own fillable PDF, a PM due tracker spreadsheet (.xlsx) and a 2-page READ ME, in one zip. Type into the fields on screen or print the sheets and fill them in by pen. Instant download; print as many copies as you need for your own company's equipment.
About this pack
Keep one written PM record for every truck. The PM schedule page sets four PM levels, PM 1 to PM 4, from the hour meter or months, whichever comes first. Common steps of 250, 500, 1,000 and 2,000 hours are printed only as an example: write in your manual's hours and months for each level. A service does every checklist item at or below its level, so a PM 2 does the items marked 1 and 2.
The checklists are generic and fit most forklifts and pallet jacks: electric, LP, gas and diesel, sit-down and stand-up, manual and electric jacks. Some steps may not apply to your truck, so mark those N/A. Sections A to F are for all trucks, section G is for electric trucks only and section H is for LP, gas and diesel trucks only. Follow the manufacturer's manual for intervals, fluids, settings and anything a general checklist does not cover.
When a PM finds a repair, it goes on the repair & follow-up log with its own number (R-001 and up), with boxes for the notification number and the work order number. The log helps keep a written record of trucks removed from service and repairs, per OSHA 29 CFR 1910.178(q)(1). It is not a replacement for the daily pre-use check in 1910.178(q)(7): keep using a daily pre-use checklist for that. It is a maintenance record template: it does not replace the truck manufacturer's manual, your company's procedures or any rule that applies to your equipment. Not legal advice.
US Letter size (8.5 x 11 in). Every box is sized for a pen.
What's inside
Page 1: Cover with a contents list and the license line.
Page 2: How to use this pack: how the PM levels work, which sections fit which truck, and 5 steps.
Page 3: PM schedule & service history: your PM 1-4 intervals, one line per service and the next PM due (fillable).
Pages 4-6: PM service checklist, 3 pages: all-truck sections A to F, then the power source page with section G (electric only) and section H (LP, gas and diesel only) (fillable).
Page 7: Battery maintenance log for electric trucks (fillable).
Page 8: Pallet jack PM sheet, manual or electric (fillable).
Page 9: Repair & follow-up log with notification and work order numbers (fillable).
Plus each form as its own fillable PDF: PM schedule & service history, PM service checklist (3 pages), battery maintenance log, pallet jack PM sheet and repair & follow-up log.
Plus a PM due tracker spreadsheet (.xlsx): set your PM hours and months, list each truck and pallet jack, add a line after each service, and it shows the next PM due as OK, DUE SOON or OVERDUE. A repairs tab keeps the notification and work order numbers.
Plus a 2-page READ ME: what's in the download, how to fill in and print, how the PM levels work, the tracker and the license.
Fill in on screen or print
Type into the fillable fields in a PDF reader or a current web browser, then save a copy for each service so the blank stays blank.
Or print on US Letter (8.5 x 11 in) paper at 100% / actual size and fill them in by pen. Sign by hand on the printout.
Open the PM due tracker (.xlsx) in any common spreadsheet app.
How it works
1. Check out as usual. Nothing is shipped: this is a digital download.
2. Get your download link right away on the order confirmation page and in your confirmation email.
3. The download link is valid for 30 days. Save the zip file to your computer or shared drive. If your link expires, contact us through the site and we can resend it.
License
Single-business license: the purchasing company may fill in and print unlimited copies for its own internal use and its own equipment. Please don't resell, share, redistribute, upload or post the files or the templates, in whole or in part.
FAQ
Will it fit my forklifts? It fits most forklifts and pallet jacks: electric, LP, gas and diesel, sit-down and stand-up. Some steps may not apply to your truck; mark those N/A, and tick WHOLE SECTION N/A on the power section that does not fit.
Which PM intervals should I use? Your manual's. The 250, 500, 1,000 and 2,000 hour steps are only an example; write your manual's hours and months on the schedule page.
Does it include the daily operator check? No. It is not a replacement for the daily pre-use check in OSHA 29 CFR 1910.178(q)(7). Use a daily pre-use checklist, such as our Forklift Daily Inspection Log, for that.
What if my download link expires? The link stays active for 30 days. After that, contact us through the site with your order number and we can resend it.
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