A printable, fillable 9-page PDF for hour-meter preventive maintenance (PM) on skid steers, compact track loaders (CTLs) and mini excavators, plus 5 single-sheet fillable PDFs, 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 machine. 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 compact machines: wheeled skid steers, CTLs and mini excavators, diesel, gas or electric, and common attachments. Some steps may not apply to your machine, and every item has an N/A box, so mark those N/A. Sections A to F are for all machines (electric machines mark the engine sections N/A), section G is for skid steers and CTLs only and section H is for mini excavators 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, the work order number and whether the machine was tagged out of service. On construction work, the pack helps with keeping inspection records for the frequent and regular equipment inspections in OSHA 29 CFR 1926.20(b)(2), and the repair & follow-up log helps with keeping tag-out records for unsafe equipment under 1926.20(b)(3). It does not include the operator's daily pre-use check. It is a maintenance record template: it does not replace the 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 machine, 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-machine sections A to F (engine, cooling and fuel, hydraulics, electrical and lights, operator station and safety devices, frame and grease), then the machine type page with section G (skid steers and CTLs only) and section H (mini excavators only) (fillable).

• Page 7: Grease & undercarriage log: greasing, track sag and rollers, idlers and sprockets (fillable).

• Page 8: Attachment PM sheet for buckets, augers, breakers, grapples and other attachments (fillable).

• Page 9: Repair & follow-up log with notification and work order numbers (fillable).

• Plus 5 single-sheet fillable PDFs of the forms: PM schedule & service history, PM service checklist (3 pages), grease & undercarriage log, attachment PM sheet and repair & follow-up log.

• Plus a PM due tracker spreadsheet (.xlsx): set your PM hours and months, list each machine, 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 machines? It fits most skid steers, CTLs and mini excavators, wheeled or tracked. Some steps may not apply to your machine; mark those N/A, and tick WHOLE SECTION N/A on the machine type 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. The operator's daily pre-use check is separate; keep using your daily checklist for it.

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.