Fleet Preventive Maintenance Service
A fleet PM service form for shop technicians: fluids and filters, brake lining and tyre tread measurements, chassis and electrical checks, parts used and next service due. Free to start.
Use this template with your own crew
Start a free trial, open it in the builder, and send it to a technician today. No card required.
Start free trial →30 days free · no card · cancel yourself any time. No seat minimum.
Would rather ask a person first? Email us — a human answers.
What happens when it's submitted
- Email the PM record to the fleet ownerEmails a branded PDF
- Flag units held after PMFlags for review · Notifies the office
- Flag leaksFlags for review · Notifies the office
Fleet Preventive Maintenance Service, on a phone and as a PDF
Both panels are drawn from this template's actual fields, so they change when the form does. Sample values shown; branding and layout are yours to change in the PDF designer.
What's on the form
All of this is customizable to your process. Delete the fields you don't need, add the ones you do — and every lookup is powered by your customer list and your own data.
Unit & service
- Customer / fleet ownerRequiredcustomer lookup
- Unit numberRequiredtext
- Unit typeRequireddropdown
- VINtext
- Service dateRequireddate
- TechnicianRequiredemployee lookup
- OdometerRequirednumber
- Engine hoursnumber
- PM levelRequireddropdown
Fluids & filters
- Engine oil and filter changedRequireddropdown
- Oil added (qt)number
- Fuel filters / water separatorRequireddropdown
- Air filterRequireddropdown
- Coolant level, freeze point and SCARequireddropdown
- Transmission and differential fluidRequireddropdown
- DEF level and qualityRequireddropdown
- Chassis lubrication completeRequiredtoggle
- Fluid leaks foundRequiredtoggle
- Leak location and severityConditionaltextarea
Brakes, tyres & chassis
- Measure, don't eyeballinstructions
- Axle measurementsrepeating section
- Suspension, springs and air bagsRequireddropdown
- Steering components and playRequireddropdown
- Driveline, u-joints and hangersRequireddropdown
- Fifth wheel inspected and lubricatedRequireddropdown
- Exhaust and aftertreatmentRequireddropdown
Electrical, cab & close-out
- Battery test resultRequireddropdown
- Alternator and charging systemRequireddropdown
- All lights and markers operationalRequireddropdown
- Fault codes presentRequiredtoggle
- Fault codes and actionConditionaltextarea
- Cab HVAC and defrostRequireddropdown
- Fire extinguisher, triangles and first aid kitRequireddropdown
Close-out
- Parts usedparts picker
- Work deferred and whytextarea
- Road test completedRequireddropdown
- Unit statusRequireddropdown
- Next PM due (date)date
- Next PM due (odometer)number
- Photosphoto
- Technician signatureRequiredsignature
Use this template with your own crew
Start a free trial, open it in the builder, and send it to a technician today. No card required.
Start free trial →30 days free · no card · cancel yourself any time. No seat minimum.
Would rather ask a person first? Email us — a human answers.