Maintenance guides
Each guide answers one practical question about documenting maintenance, with a worked example you can check against the free tools. The terms they use are defined in the glossary.
Calendar vs meter maintenance
How time-based and usage-based maintenance differ, what each needs to work, and why fixed due dates differ from dates counted from completion.
Read the guideWork order example
A complete sample maintenance work order with tasks and materials, and what each field is for when someone reads it later.
Read the guideEquipment maintenance history
What a small team should record each time equipment is serviced, with a sample log and tips to keep the record going.
Read the guideWhat is a work order
A work order is the written instruction for one maintenance job. What it contains, the stages it goes through and how it differs from a request.
Read the guideWork order vs purchase order
A work order tells your own team to do a job. A purchase order asks a supplier to sell you something. How they differ and how they connect.
Read the guideMake a preventive maintenance schedule
Seven steps to build a preventive maintenance schedule for a small team, from the equipment list to due dates in a shared calendar, with an example.
Read the guideWork order template for Excel
Fill in a work order in your browser, download it as a CSV file and open it in Excel or Google Sheets. What each column holds and how to use it.
Read the guideMaintenance log template for Excel
Keep an equipment maintenance log in your browser and download it as a CSV file for Excel or Google Sheets. The columns and how to combine logs.
Read the guide