Resources / Templates

Maintenance templates & checklists

Practical, download-ready templates for PM, inspections, work-order priority, min/max inventory, and compliance audit trails. Import directly into FacilityLane or use standalone.

PM

Preventive Maintenance Checklist

A starter PM checklist template covering HVAC, electrical, plumbing, fire safety, and building envelope — ready to import into FacilityLane.

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Triage

Work Order Priority Matrix (P1–P4)

Define P1 through P4 criteria for your facilities team with examples by industry — stops the 'everything is urgent' trap.

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Inspection

Inspection Pack (10 trades)

Ten structured inspection templates (HVAC, roof, elevator, fire, plumbing, electrical, kitchen, pool, grounds, life safety) with pass/fail criteria.

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Inventory

Min/Max Spare Parts Worksheet

A spreadsheet to derive min/max from usage history and lead time — plus a critical-spares policy section.

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Compliance

SOC 2 / Audit Trail Sample

A sample maintenance audit-trail export showing what a timestamped, user-attributed record looks like end-to-end.

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Vendors

Vendor SLA Scorecard

Score vendors on response, resolution, quality, and communication. Drives data-backed vendor reviews.

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Templates are released one at a time. Request access via demo and we'll share the current pack.

Prefer to build in the product?

Every template also exists as a configurable workflow inside FacilityLane. Book a walkthrough to see how it maps to your operation.

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