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Preventative maintenance checklists

Seasonal PM risk matrix template | Equipify

Prioritize PM and inspections before peak season using simple severity × likelihood scoring.

Markdown opens in Word, Google Docs, or Notion—print to PDF if your team prefers paper.

Quick answer

Quick answer

Score each asset class for seasonal failure impact and demand spike, then allocate PM windows and parts kits before the busy season—not after callbacks spike.

About this template

This matrix is meant for a 30–60 minute ops huddle. Keep scoring coarse; precision can come later.

Export actions into work order templates and dispatch rules.

Preview

Excerpt of the downloadable layout—tables and checklists match the file you can install into your ops stack.

Risk scoring

Asset classImpact (1–5)Likelihood (1–5)ScoreMitigation
Rooftop package units4416Pre-season PM + filter stock
Critical production chiller5315Thermography + spare sensors

Download

equipify-seasonal-pm-risk-matrix.md

Structured Markdown you can version in Git, copy into policy portals, or convert to PDF.

Download

FAQ

How often should we rerun the matrix?
Quarterly for mixed fleets; monthly during known peak ramps.

Run templates as live workflows

Equipify connects assets, work orders, scheduling, and billing so checklists become auditable execution—not orphaned PDFs. Start a trial to map your first PM route and dispatch triage board.

Prefer a walkthrough? Contact us with your vertical and fleet size—we will map these templates to your Equipify workspace.