7 Steps to Building a Preventive Maintenance Program

Learn how to create a preventive maintenance program that cuts downtime, extends asset life, and boosts efficiency in just 7 simple steps.
The FieldEx Team
July 16, 2025
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Imagine this: You're in the middle of peak production, and suddenly, a critical machine breaks down. Operations come to a screeching halt, deadlines get pushed, and costs start piling up. Sound familiar? This is exactly what a Preventive Maintenance (PM) Program helps to avoid.

Preventive maintenance is a proactive approach to equipment care, ensuring assets are serviced regularly to minimize unexpected failures. A well-structured PM program reduces downtime, extends equipment lifespan, enhances safety, and saves costs – all while keeping operations running smoothly.

In this guide, we’ll walk you through the step-by-step process of building a rock-solid preventive maintenance program, so you can avoid those costly breakdowns and keep your business running like a well-oiled machine.

What is a Preventive Maintenance Program?

A Preventive Maintenance Program is a structured plan that ensures regular servicing of equipment to prevent unexpected failures. Unlike reactive maintenance (which addresses breakdowns after they occur), preventive maintenance focuses on scheduled inspections, servicing, and repairs to keep assets in peak condition.

For example, a manufacturing plant that implemented a preventive maintenance program reduced equipment failures by 40%, simply by following a structured maintenance schedule.

Preventive vs Predictive Maintenance

While preventive maintenance follows a fixed schedule (eg servicing a machine every 3 months), predictive maintenance relies on real-time data to determine when servicing is required. A mix of both can lead to optimal asset performance and cost savings.

Step-by-Step Guide to Building a Preventive Maintenance Program

Step 1: Take Inventory of All Assets and Equipment

Start by identifying all the assets that require maintenance. List down machinery, tools, vehicles, HVAC systems – anything critical to operations.

  • Categorize assets based on priority and usage.
  • Tag assets with unique IDs for easy tracking.
  • Use a CMMS (Computerized Maintenance Management System) to log all asset details.

Step 2: Gather Maintenance History & Manufacturer Guidelines

  • Review previous maintenance records to identify recurring issues.
  • Follow OEM (Original Equipment Manufacturer) recommendations for servicing intervals.
  • Determine critical spare parts to keep in stock.

Step 3: Define Maintenance Tasks and Schedules

Each piece of equipment has different maintenance needs. Set up task lists for:

  • Time-based maintenance (eg changing HVAC filters every 3 months).
  • Usage-based maintenance (eg servicing forklifts after 500 hours of operation).

Step 4: Assign Roles and Responsibilities

Clear accountability ensures maintenance tasks are carried out properly:

  • Technicians handle scheduled servicing.
  • Supervisors ensure tasks are completed on time.
  • Contractors may be involved for specialized equipment.

Step 5: Implement a CMMS to Automate & Track Maintenance

Manually tracking maintenance schedules is inefficient. A CMMS automates work orders, sends alerts, and generates reports, making preventive maintenance easier to manage.

For example, companies using CMMS experience up to 23% less unplanned downtime compared to those using spreadsheets or paper-based tracking.

Step 6: Train Your Team on Best Practices

A great preventive maintenance plan is useless if your team doesn’t follow it.

  • Provide training on PM processes.
  • Encourage a culture of proactive maintenance.
  • Keep technicians updated on new technologies and tools.

Step 7: Monitor Performance with KPIs and Adjust Accordingly

Track key performance indicators (KPIs) to assess the effectiveness of your PM program:

  • Mean Time Between Failures (MTBF): How often equipment fails.
  • Mean Time to Repair (MTTR): How long it takes to fix issues.
  • Compliance Rate: Percentage of scheduled maintenance tasks completed on time.

Use analytics to fine-tune maintenance schedules and optimize asset performance.

Common Challenges and How to Overcome Them

Even the best preventive maintenance programs face challenges. Here’s how to tackle them:

1. Resistance to change? Employees may prefer reactive maintenance. Solution: Show them the long-term benefits of PM (fewer breakdowns, lower costs).

2. Limited budget? Start small. Implement PM for the most critical assets first, then scale gradually.

3. Too much data, not enough action? Use analytics tools within a CMMS to make data-driven decisions.

Case Studies: Success Through Preventive Maintenance

Oil and Gas 

A large oil and gas equipment manufacturer implemented a PM program after experiencing frequent equipment failures that disrupted production. Initially, the company relied on backup assets, sourcing rentals or purchasing new equipment when breakdowns occurred. By shifting to a preventive approach – conducting criticality analyses, scheduling regular inspections, and integrating a Computerized Maintenance Management System (CMMS) – they reduced unplanned downtime and optimized asset utilization.

(Source: Maintenance World)

Mining and Construction

In the mining and construction industry, heavy machinery like excavators, conveyor systems, and drilling rigs undergo extreme wear and tear. Without a structured PM strategy, these machines can fail at critical moments, delaying projects and increasing costs. Implementing oil analysis, vibration monitoring, and proactive component replacements has enabled mining companies to extend equipment life and improve worker safety.

Similarly, industrial plants often deal with asset failures that disrupt production lines. A common issue is motor failure due to overheating or improper lubrication. Implementing condition-based maintenance techniques – such as infrared thermography and ultrasonic testing – has helped manufacturers detect early signs of deterioration, preventing catastrophic failures and improving operational efficiency. 

By integrating preventive maintenance across various industries, companies can shift from costly, reactionary approaches to a proactive model that ensures long-term equipment reliability and cost savings. 

(Source: Maintenance World)

The Long-Term Payoff of a Well-Built Preventive Maintenance Program

Investing the time and effort to build a preventive maintenance program pays off in more ways than one. You’re not just preventing equipment breakdowns; you’re extending asset lifespan, reducing costly downtime, improving workplace safety, and boosting operational efficiency across the board.

But the real magic happens when your program is powered by the right tools. A Computerized Maintenance Management System (CMMS) like FieldEx helps you put your plan into action: automating maintenance schedules, tracking work orders, managing spare parts, and generating reports that support smarter decision-making.

The result? Less firefighting. More foresight. And a maintenance operation that runs like a well-oiled machine, not just today but for the long haul.

Start strong, stay ahead, and let FieldEx help you make preventive maintenance a lasting advantage.

Smarter Maintenance Starts with FieldEx | If you’re tired of surprise breakdowns, missing service records, or scrambling for spare parts mid-shift, it’s time to make the switch to smart maintenance with FieldEx. Our all-in-one CMMS helps you log repairs, schedule preventive tasks, track inventory, and stay ahead of costly problems – before they grind productivity to a halt. Want to see FieldEx in action? Book a free demo today, or reach out with any questions you may have. We’re here to help.

Frequently Asked Questions

1. What is preventive maintenance?

Preventive maintenance (PM) is a proactive approach that involves regularly scheduled inspections, servicing, and repairs to keep equipment running efficiently and prevent unexpected breakdowns.

2. Why should I invest in a preventive maintenance program?

A solid PM program minimizes downtime, extends equipment life, reduces emergency repair costs, ensures workplace safety, and helps your business stay compliant with industry regulations.

3. What types of assets should be included in a preventive maintenance plan?

Focus on critical assets - those that are expensive to replace, have high repair costs, impact safety, or are essential to daily operations. Examples include HVAC units, production equipment, vehicles, and generators.

4. How often should preventive maintenance be performed?

It depends on the asset. Frequency is typically based on manufacturer guidelines, usage patterns, environmental factors, or regulatory requirements. A CMMS like FieldEx can help you set the ideal schedule for each asset.

5. What are the key steps to building an effective preventive maintenance program?

Start by creating an asset inventory, defining maintenance tasks, setting schedules, assigning responsibilities, tracking performance metrics, training your team, and using a CMMS to automate and optimize the process.

6. How does FieldEx support preventive maintenance programs?

FieldEx helps you schedule recurring tasks, track asset history, generate automated work orders, manage spare parts inventory, and monitor KPIs - all from one easy-to-use dashboard. It’s your maintenance command center.

7. Can FieldEx alert me when maintenance is due?

Yes! FieldEx automatically triggers reminders and work orders based on usage metrics, date intervals, or sensor data, so you never miss a maintenance window.

8. Is it possible to measure the success of a preventive maintenance program?

Definitely. Track key performance indicators like Mean Time Between Failures (MTBF), maintenance cost per asset, and percentage of planned vs reactive work. FieldEx helps you monitor and report on these metrics in real time.

9. What if I already have a maintenance process in place?

No problem. FieldEx is flexible and can complement or improve your existing maintenance workflows. You can migrate your current asset data into the system and customize PM templates to suit your needs.

10. Can my field team access the preventive maintenance schedule on the go?

Yes. FieldEx is mobile-friendly, allowing your technicians to view tasks, log updates, and complete checklists directly from their phone or tablet, whether they’re onsite or off.

11. How do I get started with FieldEx?

Easy! Schedule a free demo to see how FieldEx can streamline your preventive maintenance program and bring your maintenance operations into the future.

12. Is FieldEx suitable for both small teams and large-scale operations?

Definitely. Whether you’re scheduling three technicians or 300, FieldEx is built to scale. The platform adapts as your business grows, with powerful scheduling tools and reporting to support any team size.

13. Is FieldEx easy to use for non-technical teams?

More than easy! FieldEx is designed for real-world users, not just tech pros.

It’s clean, intuitive and mobile-friendly, so your team can log jobs, track tasks and access asset info from the field with zero headaches.

14. Can FieldEx integrate with my existing systems?

Yup, FieldEx connects easily with tools you’re already using like CRMs, calendars and inventory systems. You won’t have to start from scratch or juggle multiple platforms.

15. How do I get started with FieldEx?

Simply schedule a free demo, and see how FieldEx helps you reduce downtime, automate maintenance and stay in control. Or reach out with any questions you may have. We’re here to help.

Related reads:

  1. Choosing a Maintenance Strategy for Your Assets 
  2. Implementing Predictive Maintenance in Manufacturing: Best Practices
  3. What is Field Service Management? A Complete Guide
  4. Top 9 reasons why FieldEx is your best field service partner
  5. The 7 Types of Maintenance (Explained)
  6. Proactive vs Reactive Maintenance: Key Differences, When to Use 
  7. FieldEx CMMS: The Ultimate Guide

About the Author

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The FieldEx Team

FieldEx is a B2B field service management software designed to streamline operations, scheduling, and tracking for industries like equipment rental, facilities management, and EV charging, helping businesses improve efficiency and service delivery.

Complex operations simplified with one software.

No paperwork. No spreadsheets. No blindspots. Just one solution that simplifies your field service operations.
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