Heavy Equipment Mechanic how-to

How to Perform a Preventive Maintenance Service

Regular PM keeps expensive machines working and catches problems early.

Updated By the Career Education Institute Curriculum Team
Quick answer

Regular PM keeps expensive machines working and catches problems early. In short: review; change; replace, then complete the remaining steps below.

Step by step

  1. Review the machine’s service interval and history.

  2. Change engine oil and filters and take fluid samples.

  3. Replace fuel and air filters as scheduled.

  4. Grease all fittings.

  5. Inspect belts, hoses, undercarriage and safety devices.

  6. Record findings and recommend repairs.

Safety reminders for heavy equipment mechanics

  • Relieve hydraulic pressure before opening lines
  • Block raised equipment and never work under unsupported loads
  • Follow lockout/tagout procedures
  • Wear PPE and stay clear of pinch points

Hydraulic system · Hydraulic pump · Cylinder · Relief valve · Undercarriage · Final drive: see the full heavy equipment mechanic glossary.

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