Building & Facility Maintenance Checklist (Commercial Building Template Included)

What is Building and Facility Management?

Do you want your maintenance management to run like a well oiled machine? Are you struggling to keep your technicians on track in the field? For businesses in the asset and field management industry, facility management is a key part to ensuring longevity, helping business continuity and becoming more cost effective by reducing hefty repair bills.

Facility maintenance is the activity untaken in commercial buildings to ensure high productivity and safety are maintained on site. Building or facility maintenance can include anything to do with equipment maintenance, building systems or infrastructure.

While facility management seems like a simple practice in theory, it can become a daunting task including core business operations such as; scheduling, organising technicians, managing budgets, keeping up to date with client data and ensuring the productivity of the core business operations and maintenance stays in line with the manufacturer’s warranty requirements. Facility management can include both hard FM and soft FM operations to help manage your long term asset goals.

One of the best ways to reduce your stress and boost consistency in your workflow, is with a great job management software and maintenance checklist.

Facility Management Checklist Requirements

For facility and building maintenance, a thorough checklist can improve safety, smooth out scheduling, increase consistency and boost productivity in your business. With a facilities management checklist in your business, you will find that your workflow runs more smoothly and your technicians become more effective in the field. Here are the top 5 things you need to know to build your maintenance checklist…

1. Structure your facilities management plan

The first step in creating your facilities management checklist, is to set up your preventative maintenance plan. The best way to avoid repair costs and constant breakdowns is to have a detailed preventive maintenance plan in place in your workflow. You will first need to address what aspects of your facilities management need to be considered in your preventive plan.

Not all parts of your facility management will need to be considered in your maintenance scheduling and you should arrange your maintenance program around first those with the highest priority.

To ensure that all your facility and equipment maintenance meet your maintenance standards, you should next take a look at your manufacturer’s warranties.

2. Know your recommendations

When you begin to create your facilities checklist and maintenance plan you need to know your manufacturer’s recommendations. Performing work without adhering to these recommendations can easily lead to you voiding your warranty and ending up with a pile of legal fees and repair costs.

These recommendations for your facility and equipment management will also help you determine what your maintenance schedule and checklist will look like. Your warranty will specify the exact dates and frequencies you need to know in order to schedule your facility management efficiently.

3. Build your core business procedures

Once you have defined what does and doesn’t need to be included in your maintenance plan, you can build your procedures. In order to have a smoothly flowing checklist, you need to organise your maintenance activities. To do this you need to ensure that you have clear and coherent instructions for your technicians that involve the correct PPE and safety measures.

For your preventive plan, you will need to build your procedures to include any tools, equipment or spare parts that you might need. You will also find that when building your checklists and procedures that you might need to update after some trial and error. You won’t always get your planning right the first time and a little adjustment may be needed.

4. Keep a thorough documentation of your facility management

A key part of your building and facility maintenance will include a thorough documentation process. Without clear methods to update and access information while in the field, you can leave your technicians in the lurch.

For facility management in the construction or commercial, a thorough documentation will also help ensure that you build an easy to access client history and help identify key points in your asset history. Imagine if next time you have a breakdown or issue, you could refer back to your asset history and get all the answers you need without the frustration.

5. Reassess management facility history

Another key part to your facility management is reviewing your asset management. The purpose of improving emergency preparedness in the physical workplace helps to ensure the correct solutions are in place. Companies may find that their asset history has no clear department or long term processes and operations.

The importance of asset history for future emergency breakdowns and safety systems will help save time and identify trends. When you review and assess your asset history, you gain helpful insight into common asset patterns. In doing this activity can save you both time and money. With the review of your assets, you will see what parts of your maintenance process are redundant and what parts could be linked to trends that involve breakdowns.

A typical Facility Management Checklist

Commercial facility management maintenance will vary from site to site and depend on what equipment and tools you have. Property management for facilities managers can include a wide range of tasks for the people, place and process within the built work environment. For a typical facility management checklist for a commercial building you might find it looks something like:

  • Clean & Inspect HVAC ducts
  • Replace air filters in HVAC units
  • Replace batteries in smoke alarms
  • Replace water filters
  • Service fire alarm
  • Replace light globes
  • Upload data to service provider

The role & responsibilities facility managers

For a facility manager there will be two types of jobs that need to be carried out for hard FM and soft (FM) management facilities; strategic and operational. You ideally want your facilities manager to boost business continuity within your environment with the purpose to increase asset performance and health and safety in the workplace.

Facility managers need the support of software systems and real time technology to become efficient in both the office and the field. Without the correct functions, a facility manager may struggle with physical paper based systems that don’t accurately track costs, security or functions of your built environment.

Duties for a commercial HVAC building or business will include repairs, maintenance and client management. Some tasks that a facility manager can include; fire safety management, air conditioning maintenance, plumbing, energy or water services and health and safety within the built environment.

How to keep your building & facility management system on track

You may find that structuring your facility management checklist is an overwhelming process and you have no clear direction. With the help of an automated software, you can access all the information you need from the office or the field with project management and a higher quality of life for your assets.

H3: Do You Have an Organizational Function Which Integrates People, Place and Process?

With facilities management software like FieldInsight, you gain access to an all-in-one system that ensures that your team stays on the same page. With the ability to create checklists, customise reports and track employees in the field, FieldInsight allows you to gain more power over the daily operations in your business and access budgeting and job statuses to keep you on track.

FieldInsight provides access to the five primary automations so your business has all the tools it needs to succeed. To learn more, get started with a demo today and talk with one of our product specialists.

What You Should Do Now

  1. Book a Demo. You’ll be in touch with an automation expert who has worked in this space for over 5 years, and knows the optimal workflow to address your needs.
  2. If you’d like access to free articles about managing HVAC workflows, go to our blog.
  3. If you know someone who’d enjoy reading this page, share it with them via email, Linkedin, Twitter, or Facebook.

Stay Updated With the Latest Info

Sign up to get our latest articles sent directly to your inbox.