Free templatesMaintenance schedule
Free template · CSV for Excel or Google Sheets
Maintenance schedule template
A maintenance schedule plans recurring service across your clients for the year, so every visit is booked before it is due.
The columns
- Client
- Who the contract is with.
- Site
- Site name or address.
- Service
- What is done on the visit.
- Frequency
- Monthly, quarterly, 6-monthly, yearly.
- Months due
- For example Jan, Apr, Jul, Oct.
- Est. hours
- Typical time on site.
- Technician
- Usual person for the site.
- Contract value
- Annual value, ex GST.
- Next visit
- Date of the next visit.
- Notes
- Access, keys, induction.
Example rows
Sample data, included in the download so you can see the format. Delete these rows and add your own.
| Client | Site | Service | Frequency | Months due | Est. hours | Technician | Contract value | Next visit | Notes |
|---|---|---|---|---|---|---|---|---|---|
| Example Plaza | Example Plaza | Routine fire service | 6-monthly | Mar, Sep | 6 | A. Tech | 3200.00 | 2027-03-12 | Keys at security desk |
| Example Cafe | 12 Example St | Pest treatment | Quarterly | Feb, May, Aug, Nov | 1 | B. Tech | 880.00 | 2026-11-18 |
Using it well
- Spread visits across months so no month is overloaded.
- Book the next visit when you finish the current one.
- Review contract values each year against the hours the visits really take.
Outgrowing the spreadsheet?
Taskr's recurring schedules create each visit automatically, so the schedule becomes booked work instead of a list to remember.
Missed jobs: how Taskr helpsFAQ
Frequently asked questions
What is preventive maintenance?
Service done on a fixed schedule to stop equipment failing, as opposed to fixing it after it breaks.