Skip to main content
Maintenance Checklist Library

PPM maintenance checklists for building equipment

Free planned preventive maintenance (PPM) checklists for 50 equipment types found in commercial buildings — chillers, AHUs, boilers, fire dampers, pumps, and more. Written for FM teams and building engineers, with tasks aligned to SFG20 guidance and BSRIA best practice.

What's in each checklist

Every checklist on this site covers the same five things for the equipment in question: a structured list of inspection, functional, cleaning, safety and record-keeping tasks; recommended service frequencies (weekly through annually); the most common faults FM teams encounter; UK-relevant safety and statutory notes; and an engineer-authored case note where we have one. Each page also cross-links to related equipment, free interactive tools, and the deeper PM Assist guides — so you can move quickly from a one-page reference to a full diagnostic walk-through.

The library covers the four equipment categories that dominate UK commercial plant rooms — HVAC, heating and hot water, pumps and pressurisation, and electrical — plus the controls and metering equipment that supports them. They are designed as practical starting points and as evidence-ready PPM templates; always refer to the manufacturer's O&M manual and site-specific risk assessments for the exact requirements on your building. If your specific equipment isn't listed, the checklist generator tool can build a bespoke one in a minute.

Updated 2026 by the PM Assist engineering team.

50 equipment types

Structured checklists with real maintenance tasks

Built for FM teams

Relevant to commercial building operations

Powered by PM Assist

AI-powered O&M manual search for your building

Browse by equipment category

HVAC

Air Handling Unit (AHU)

Keep your AHU running efficiently with structured checks for filters, coils, belts, dampers, and frost protection — built for FM teams managing commercial HVAC plant.

Fan Coil Unit (FCU)

Prevent comfort complaints and water damage with structured FCU maintenance checks — filters, valves, condensate drains, and fan motors for commercial building operations.

Variable Air Volume (VAV) Box

A maintenance checklist for VAV boxes covering damper actuator operation, controller calibration, reheat coil checks, and airflow sensor validation for commercial buildings.

Constant Air Volume (CAV) Unit

A maintenance checklist for CAV units including damper checks, reheat coil inspection, and airflow verification — relevant to building operations teams managing constant-volume ventilation.

Air Compressor

Ensure PSSR compliance and reliable pneumatic control with air compressor checks covering oil, filters, receiver drainage, and pressure relief testing.

Control Valve (Motorised)

A maintenance checklist for motorised control valves covering actuator testing, valve stroke verification, gland inspection, and BMS signal checks — for HVAC heating and cooling circuit regulation.

Pressure Independent Control Valve (PICV)

A maintenance checklist for PICVs covering flow setting verification, actuator operation, strainer cleaning, and commissioning data checks — for balanced HVAC water distribution systems.

Fan Coil Valve

A maintenance checklist for fan coil unit valves covering actuator operation, valve seat inspection, flow verification, and BMS control signal testing — for HVAC zone temperature control.

Cooling

Direct Expansion (DX) Unit

A maintenance checklist for DX cooling units covering refrigerant circuit inspection, condenser and evaporator coil checks, filter maintenance, and electrical safety for commercial cooling systems.

Split System Air Conditioning

A maintenance checklist for split system air conditioning units covering indoor and outdoor unit inspection, filter cleaning, refrigerant checks, and drainage — for FM teams and building engineers.

Variable Refrigerant Flow (VRF) System

A maintenance checklist for VRF systems covering outdoor unit inspection, indoor unit servicing, refrigerant management, controller checks, and F-Gas compliance for multi-zone commercial HVAC.

Chiller

A maintenance checklist and schedule for air-cooled, water-cooled, and process chillers — covering compressor checks, condenser maintenance, refrigerant management, F-Gas compliance, and efficiency monitoring for commercial and industrial cooling systems.

Cooling Tower

Control legionella risk and maintain cooling performance with structured cooling tower checks — water treatment, fill pack condition, drift eliminators, and HSE L8 compliance.

Condenser

A maintenance checklist for air-cooled and water-cooled condensers covering coil cleaning, fan inspection, refrigerant pressures, and subcooling checks for commercial cooling plant.

Evaporator

A maintenance checklist for evaporator coils covering frosting checks, airflow verification, refrigerant superheat, drain management, and coil cleaning for cooling and refrigeration systems.

Electrical

Standby Generator

Ensure your generator starts when you need it — weekly run tests, ATS verification, load bank testing, fuel system checks, and battery maintenance for building resilience.

Uninterruptible Power Supply (UPS)

Protect critical loads from power disruption with UPS checks covering battery health testing, inverter performance, bypass operation, and load capacity monitoring.

High Voltage Switchgear

A maintenance checklist for HV switchgear covering visual inspection, circuit breaker operation, protection relay testing, and thermographic surveys — for specialist electrical maintenance teams.

Low Voltage Switchgear

A maintenance checklist for LV switchgear and main switchboards covering thermographic surveys, circuit breaker testing, busbar inspection, and protection device verification for commercial buildings.

Distribution Board

A maintenance checklist for electrical distribution boards covering RCD testing, circuit breaker inspection, thermal checks, and circuit schedule verification — for general electrical safety in buildings.

Lighting Control Panel

A maintenance checklist for lighting control panels covering schedule programming, sensor calibration, relay inspection, and override switch testing — for energy-efficient building lighting management.

Trace Heating Panel

A maintenance checklist for trace heating panels covering element insulation testing, thermostat calibration, alarm verification, and circuit monitoring — for frost protection of pipework and equipment.

Water Systems

Degasser (Deaerator)

A maintenance checklist for system degassers and deaerators covering valve inspection, venting checks, and water quality monitoring for closed-circuit heating and cooling systems.

Chemical Dosing Pot

A maintenance checklist for chemical dosing pots covering valve operation, corrosion inhibitor dosing, system water testing, and dosing record-keeping for heating and cooling water circuits.

Water Softener

A maintenance checklist for water softeners covering salt levels, regeneration cycle checks, hardness testing, and resin condition — for preventing scale in building heating and hot water systems.

Water Treatment Unit

A maintenance checklist for water treatment units covering dosing system operation, chemical stock levels, system water testing, and compliance record-keeping for heating and cooling water circuits.

Strainer (Y-type / Basket)

A maintenance checklist for pipeline strainers covering mesh inspection, cleaning frequency, pressure drop monitoring, and blowdown procedures — for protecting pumps, valves, and heat exchangers.

Pressure Reducing Valve (PRV)

A maintenance checklist for pressure reducing valves covering downstream pressure verification, strainer cleaning, seat condition, and bypass valve operation — for domestic and heating water systems.

Non-Return Valve (Check Valve)

A maintenance checklist for non-return valves covering back-flow prevention verification, seat inspection, hinge condition, and operation testing — for heating, cooling, and water supply systems.

Riser Isolation Valve

A maintenance checklist for riser isolation valves covering operability testing, labelling verification, and access inspection — for maintaining zoned isolations in multi-storey buildings.

Building document guides for FM teams

Practical guides for searching, managing, and getting more from your building O&M documentation, drawings, and compliance records.

Go beyond checklists

PM Assist lets you upload your O&M manuals, drawings, and building documentation — then search everything with AI. Get source-cited answers to maintenance questions in seconds.

PPM maintenance checklist FAQs

Manage your building documentation with AI

PM Assist gives FM teams instant access to O&M manuals, drawings, and maintenance knowledge — all searchable with AI.

  • Upload and organise building documentation
  • AI-powered search across all your manuals
  • Source-cited answers for maintenance queries
  • Team collaboration and access control
  • No credit card required to start