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
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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.
Heating & Hot Water
Commercial Boiler
Meet Gas Safe compliance and prevent costly breakdowns with commercial boiler checks covering burner inspection, flue gas analysis, safety interlocks, and water quality.
Plate Heat Exchanger
A maintenance checklist for plate heat exchangers covering plate inspection, gasket condition, pressure testing, and cleaning procedures — for HVAC and domestic hot water systems in commercial buildings.
Calorifier (Hot Water Storage Vessel)
Protect against legionella and prevent vessel failure with calorifier checks covering stored temperature monitoring, sacrificial anode condition, thermostat calibration, and descaling schedules.
Thermal Store
A maintenance checklist for thermal store vessels covering temperature monitoring, stratification checks, insulation condition, and valve operation for heating and hot water buffer systems.
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.
Ventilation
Extract Fan
A maintenance checklist for extract fans covering motor condition, belt tension, vibration checks, and ductwork inspection — essential for building ventilation and air quality management.
Supply Fan
A maintenance checklist for supply air fans including motor inspection, belt and bearing checks, filter status, and vibration monitoring for ventilation systems in commercial buildings.
Mechanical Ventilation with Heat Recovery (MVHR) Unit
A maintenance checklist for MVHR units covering heat exchanger cleaning, filter replacement, fan checks, and condensate management — for energy-efficient building ventilation maintenance.
Pumps & Pressurisation
Circulating Pump
Keep heating and cooling circuits flowing reliably with pump checks covering seal condition, motor current, vibration levels, and duty/standby changeover verification.
Pressurisation Unit
A maintenance and servicing checklist for pressurisation units covering pressure settings, pump operation, expansion vessel checks, and fill valve inspection — essential for sealed heating and cooling systems.
Expansion Vessel
A maintenance checklist for expansion vessels covering pre-charge pressure, bladder condition, system pressure, and safety valve checks — for sealed heating and cooling systems.
Pressurisation Set (Packaged)
Maintain packaged pressurisation sets with checks for integrated controller programming, spill vessel condition, manufacturer-specific fault codes, and warranty-compliant servicing procedures.
Booster Pump Set
A maintenance checklist for cold water booster pump sets covering pump inspection, pressure vessel checks, control panel verification, and water hygiene compliance for boosted water supply systems.
Sump Pump
A maintenance checklist for sump pumps covering float switch testing, impeller inspection, discharge pipe checks, and alarm verification — for basement and sub-ground drainage protection.
Sewage Pump
A maintenance checklist for sewage pumps and lifting stations covering impeller inspection, float switch testing, alarm verification, and chamber cleaning for below-drain foul water 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.
Fire Safety
Smoke Damper
Ensure life safety compliance with smoke damper checks covering actuator testing, blade seal integrity, BMS interlock verification, and fire strategy documentation.
Fire Damper
Stay compliant with annual fire damper drop tests, fusible link inspection, blade condition checks, and the compliance record-keeping your fire risk assessment requires.
Sprinkler Pump
Meet BS EN 12845 and insurance requirements with sprinkler pump weekly run tests, flow verification, diesel engine checks, and compliant record-keeping for fire system reliability.
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.
Metering
Heat Meter
A maintenance checklist for heat meters covering sensor accuracy, flow measurement verification, data logging checks, and calibration — for energy monitoring and billing in commercial buildings.
Energy Meter
A maintenance checklist for electrical energy meters and sub-meters covering accuracy verification, CT ratio checks, communication links, and data logging — for energy management and tenant billing.
Building document guides for FM teams
Practical guides for searching, managing, and getting more from your building O&M documentation, drawings, and compliance records.
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PPM maintenance checklist FAQs
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