What is in the toolkit
PM Library
43 preventive maintenance tasks across 12 asset types. Frequency, trade, hours, step-by-step procedure, parts, safety, pass/fail. CSV format for adapting to your CMMS, with MaintainX and Limble import guides.
Site Builder new in v1.3
List your assets by tag and type. It builds every PM with staggered start dates, a 52-week workload chart, and MaintainX and Limble import layouts, with instructions for account-specific fields and remaining setup.
CMMS Import Files new in v1.3
The whole library in MaintainX and Limble import layouts, with instructions for account-specific fields, column checks and remaining in-app setup. See the import guides.
Asset Register Template
Naming convention, criticality ranking and nameplate fields. The foundation every work order depends on.
Parts Min/Max Calculator
Enter usage and lead time, get safety stock, min, max, reorder quantity and stock value. Includes a stockout log.
Weekly KPI Dashboard
Six KPIs, one row a week, trend charts built in. PM completion, utilisation, reactive percentage, backlog, downtime, stockouts.
Compliance Tracking Template
14 sample vendor inspection rows (fire alarm, sprinklers, forklifts, generator, pressure vessels and more), each with the referenced standard (NFPA, OSHA, CSA, local authority) for you to edit to your jurisdiction. Automatic next-due dates and OVERDUE / DUE SOON flags. A tracking tool, not a statement of what applies to your site.
First 90 Days Guide
Week by week: what to build, in what order, and what done looks like.
Free checklists or the toolkit?
| Free checklists | Toolkit, $19 | |
|---|---|---|
| Asset types | 12 | 12 |
| PM tasks | 22 | 43 |
| Format | CSV, one row per task. You reshape it for your CMMS. | Same CSVs, plus MaintainX and Limble import layouts, with instructions for account-specific fields and remaining setup. |
| Scheduling | You set start dates by hand. | Site Builder staggers start dates across the year and shows the 52-week workload. |
| Also included | Import guides on this site. | Asset register, parts min/max calculator, KPI dashboard, compliance calendar, First 90 Days guide. |
| Updates | A new checklist every two weeks by email. | Free updates for life. |
Who it is for
- New maintenance planners and CMMS administrators
- Supervisors doing the planning off the side of their desk
- Departments of 3 to 30 technicians in warehousing, distribution, light manufacturing or facilities
- Anyone who just bought Fiix, Limble, UpKeep, MaintainX, eMaint or any other CMMS and is staring at an empty database
Already running a mature program with thousands of PMs? This will feel basic. It is built to get you from zero to working in 90 days.
Free PM checklists by asset type
Belt Conveyor
4 PM tasks. Belt tracking drift and more.
Motor Driven Roller (MDR) Conveyor
3 PM tasks. Dead zones and more.
Dock Leveler (Hydraulic)
4 PM tasks. Slow lifts and more.
Dock Door (Sectional / Roll-up)
4 PM tasks. Broken cables and more.
Rotary Screw Air Compressor
3 PM tasks. Oil carryover and more.
HVLS Fan
3 PM tasks. Loose hardware and more.
Electric Forklift (Counterbalance)
3 PM tasks. Battery neglect and more.
Stretch Wrapper
4 PM tasks. Carriage jams and more.
HVAC Rooftop Unit
4 PM tasks. Clogged filters and more.
Emergency Generator (Diesel)
3 PM tasks. Failed load tests and more.
Electrical Panel / MCC
4 PM tasks. Loose connections and more.
Electric Pallet Jack (Walkie)
4 PM tasks. Worn load wheels and more.
Get the full toolkit
One-time purchase, $19. CSV, Excel and Word files. No subscription, no software to install. Free updates for life: every new asset class and CMMS import format is added to your download. 30-day refund if it does not save you a week of work.
Buy the toolkit