--- title: "Preventive Maintenance Schedule Format | ServicePilot" description: "Preventive maintenance schedule format for AMC firms: customer, equipment, visit months, due dates, done dates and technician, for a full year. Free Excel CSV." url: https://servicepilot.in/blog/amc-management/preventive-maintenance-schedule-format/ canonical: https://servicepilot.in/blog/amc-management/preventive-maintenance-schedule-format/ site: ServicePilot section: Blog articles updated: 2026-10-30 keywords: "preventive maintenance schedule format" language: en-IN --- AMC Management # Preventive Maintenance Schedule Format for AMC Contracts By the ServicePilot Team · Published 30-10-2026 Preventive maintenance schedule format in Excel Photo by [Ed Hardie](https://unsplash.com/photos/a-computer-screen-with-a-calendar-on-it-4BnNnEtAGP0?utm_source=servicepilot.in&utm_medium=referral) on [Unsplash](https://unsplash.com/?utm_source=servicepilot.in&utm_medium=referral) A preventive maintenance schedule format lists every contract and piece of equipment in rows, and the months of the year in columns, with the planned visit marked and the actual date filled in when done. Add the customer, site, equipment, frequency, technician and the next due date, and review it at the start of every month so no visit is missed. [Download the PM schedule (CSV, opens in Excel) CSV, opens in Excel or Google Sheets · 1 KB · free to edit Download](https://servicepilot.in/downloads/preventive-maintenance-schedule.csv) An AMC is a promise of visits. A preventive maintenance schedule format turns that promise into a calendar the office can work from: who is due, in which month, and whether the visit happened. Download the CSV below; it holds a full year for each contract. ## Preventive maintenance schedule format: columns - Contract no., customer, site - Equipment (AC unit 2, RO in kitchen, lift A, 12 cameras) - Frequency (monthly, quarterly, three a year) - Contract start and end - One column per month: P for planned, the date when done - Technician, next due date, remarks ## How to plan the visits - Count visits from the contract start, not from January. - Spread them evenly: a quarterly AMC that starts in April gets April, July, October, January. - Move visits out of your peak season where you can (AC services before May, pest treatments before monsoon). - Group visits by area so one technician covers nearby sites on one day. ## Monthly routine - On the 1st, filter the month's column for "P". - Call or message customers and fix dates. - Assign technicians and enter the visits in the day plan. - When done, replace "P" with the date; carry missed visits forward and mark them. ## What the schedule tells you - Visits owed vs done per contract: the first thing a customer checks at renewal. - Months that are overloaded, so you can hire or shift. - Contracts ending in the next 60 days, for the [renewal routine](https://servicepilot.in/blog/amc-management/amc-renewal-follow-up/). ## When the sheet gets too big With a few hundred contracts, a twelve-column sheet becomes hard to keep right. In ServicePilot an [AMC contract](https://servicepilot.in/features/amc-contracts/) creates its visits from the plan when it is signed, the visits appear as jobs, and the [dispatch board](https://servicepilot.in/features/dispatch-board/) shows who goes where. Keep the [AMC tracker](https://servicepilot.in/blog/amc-management/amc-tracker-excel/) for contract values and renewals. [In ServicePilot See AMC management software in ServicePilot How ServicePilot handles this for your business, with a free demo.](https://servicepilot.in/features/amc-contracts/) Frequently asked questions ## Questions people ask **Q: What is a preventive maintenance schedule?** A: A year plan of the routine visits owed under each AMC, by equipment and month, used to book and check the visits. **Q: How do I set the visit months?** A: Spread visits evenly from the contract start date (for example every three months for a quarterly AMC), and avoid the trade's peak season where possible. **Q: What if a visit is missed?** A: Mark it, reschedule within the month and tell the customer. Missed visits are the most common reason AMCs are not renewed. **Q: Can software create the schedule?** A: Yes. In ServicePilot an AMC creates its visits from the plan, so the schedule is built when the contract is signed. ## Related articles [AMC Management Breakdown Maintenance Format for AMC and Service Firms Breakdown maintenance format for AMC firms: complaint time, equipment, fault, cause, action, parts, downtime and sign-off. Free Excel CSV log download. Read the article](https://servicepilot.in/blog/amc-management/breakdown-maintenance-format/)[AMC Management AMC Certificate Format for Service Companies AMC certificate format for service companies: customer, equipment, AMC period, plan, visits, response time and authorised signature. Editable Word file. Read the article](https://servicepilot.in/blog/amc-management/amc-certificate-format/)[AMC Management AMC Letter Format: Offer, Start and Visit Letters AMC letter format for service businesses: AMC offer letter, contract start letter and visit intimation letter, for AC, CCTV, computer and RO. Word file. 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