Ultimate Checklist for Heavy Equipment Maintenance

6 Min read

Caleb Woods

Caleb Woods

Content Specialist, Boom & Bucket

January 6, 2024

A comprehensive heavy equipment maintenance checklist, to ensure the long-term durability of all the heavy equipment instead of expensive accidents.

All heavy machinery should be tidy and function properly while working. The first step toward accomplishing this is to set up a solid preventive care program. Forgetting to plan or maintain a routine maintenance program may end in equipment breakdowns, costly repairs, and ongoing concerns.

Running regular daily and hourly maintenance checks is the most efficient method to implement a preventative maintenance strategy. A heavy equipment maintenance checklist is an important instrument. All Holding fleet managers and heavy equipment operators are accountable while significantly increasing the equipment's total lifespan by doing such small checks.

Heavy equipment maintenance checklist

Managing construction equipment may be difficult, with various parts working different hours on various projects. That's why we've created a simple maintenance checklist with daily necessities and hourly checks

 Begin each day with a short inspection to spot any problems early, similar to a routine health check for your equipment. Check the oil, fuel, and filters as the hours on your equipment accumulate.

Maintenance should be based on the schedule of operating hours and tailored to the equipment's specific usage patterns. 

Essential Daily Checks

Operators must conduct a complete visual examination before starting the equipment and write their findings in a pre-operational log book. This critical phase comes before signing off and starting their shift.

Before, during, and after operating the heavy equipment, the inspection procedure includes both hands-on and visual examinations. Operators are recommended to document any identified concerns as soon as possible to ensure that they are brought to the notice of and remedied in a timely manner.

Pre-start checks (walk around)

Before you start the heavy equipment, perform these checks

Parking:  Is the piece of equipment parked in a safe space?

Hazards: Are there any tripping hazards? Are there any overhead hazards?

Damaged/worn/loose parts: Inspect the overall condition.

Leaks: Look under the equipment for any wet spots.

Fluid analysis: Check engine oil fluid levels, power steering fluid levels, windshield washer fluid.

Undercarriage: Look for worn or missing bogies or rollers, track tension, and overall condition on excavators.

Check tires: Look for low or sagging tires, cuts to cord depth, damage, and general wear.

Valve stems: Are caps present and securely screwed?

Steering: Check for excessive play.

Belts: Check for cracks, fraying, or splits.

Hoses: Check for pinched, cracked, or loose hoses.

Suspension system: Does the equipment bounce or vibrate when it’s in motion? Listen for any irregular noises when going over bumps or turning the wheel.

Battery: If accessible, inspect cables, clamps, and connections. Are any loose? Is there any corrosion?

Cab condition: Check glass, mirrors, wiper blades, horn, and seat belts.

Warm-up checks

Perform these checks after the equipment has been running for five to 10 minutes:

Air filter system: Check for warnings. Replace or clean the filter if necessary.

Listen for unusual noises

Dashboard gauges: Do they appear to be working and at safe, operating levels?

Lights: Test the lights. Headlights, high beams, signal lights, brake lights, and backup lights.

Hydraulic system: Test all hydraulic lines and systems. For example, with a dump truck, raise the dump body, or with an excavator, move the bucket, stick, and boom. Listen and watch for issues. Are there any leaks? Is everything functioning properly? Are there any irregular noises?

Check fluid levels: Engine, steering tank, hydraulic oil, power terrain, engine coolant, and swing drives.

Brakes: Test that the brakes work properly. 

Daily operating checks

During operation, watch and listen for irregularities:

  1. Listen for unusual noises

  2. Monitor gauges

  3. Feel for excessive vibrations

  4. Watch for any equipment performance changes

  5. Shutdown check

After every shift, take the following actions:

Fill the fuel tank: Fill the tank all the way to full.

Idle engine: Allow the vehicle to idle for five minutes before shutting down completely.

Park the vehicle in a safe place: Engage the parking brake. 

Clean or wash vehicle: If a washing station is available.

Every 250 to 500 hours: Around 250 to 500 hours

It is best practice to schedule a basic engine service.

This involves a number of checks and actions:

  1. Perform oil changes

  2. Change oil filters

  3. Change engine air filters

  4. Change fuel filters

Oil change intervals will rely on the quality of oil and filter being used in each piece of equipment.

Every 1,000 to 1,200 hours 

  1. Replace cabin air filters

  2. Replace coolant filter (if applicable)

  3. Inspect air dryer (if applicable)

Every 4,800 to 5,000 hours 

  1. Change return filters: Applicable for heavy equipment like hydraulic excavators.

  2. Check hydraulic filters: Replace at 80%.

  3. Check hydraulic oils: Fill or change if necessary.

  4. Conduct transmission differentials service

  5. Check pins and bushing: How much play is in the joints? Are they worn out?

  6. Check radiator 

  7. Change antifreeze, except when coolant is Extended Life Coolant (ELC).

  8. Check hydraulic tank

Cross-reference the equipment manual

The provided checklist aids in preventive maintenance and is a valuable supplement to any maintenance plan. However, it is advisable to cross-reference these checklist items and frequencies with those specified in the manual for each heavy equipment piece. Each machine has unique manufacturer recommendations that operators and fleet managers should be familiar with.

Schedule regular maintenance

Attention to a maintenance schedule is essential for effective heavy equipment management. Obtaining the support and cooperation of machine operators and subcontractors is critical for any preventative maintenance program, as they are in charge of daily checks.

These people' accurate tracking of faults enables the fleet manager to arrange necessary maintenance alongside ordinary upkeep requirements.

This coordinated effort guarantees the equipment's smooth operation and lifetime.

Know the equipment history & storing service records

Each piece of equipment must keep a detailed record of its maintenance history, repairs, and any noteworthy concerns or events. This information is invaluable for future maintenance and repairs, increasing fleet managers' effectiveness. Managers may more precisely schedule routine upkeep with a well-organized history of equipment history, thereby lowering operating costs.

Conclusion

The "Ultimate Checklist for Heavy Equipment Maintenance" is a detailed guide on ensuring the long-term durability of heavy machinery and avoiding costly mishaps. It covers important daily, warm-up, operating, and shutdown inspections, emphasizing the need of operating-hour-based regular maintenance. 

The checklist is an excellent adjunct to any maintenance plan, but it must be cross-referenced with the manual for each piece of equipment. It is critical to include operators and subcontractors in daily checks because their correct tracking of defects allows for more effective maintenance scheduling

This coordinated effort guarantees that the equipment runs smoothly, has a longer lifespan and has fewer running expenses.

Caleb Woods
Caleb Woods

Caleb Woods is an experienced content specialist and an editor at Boom & Bucket, blending his journalism background with expertise in the heavy equipment industry. He delivers engaging, informative content to help professionals stay informed and make smarter decisions in the machinery market.

Join our inventory mailing list to get early access to our best deals