Forklifts are just like any other piece of heavy-duty machinery: They need a little TLC from time to time. And if you’re in charge of general forklift maintenance, this task falls on you.
If you feel overwhelmed, do not fret—you are in the right place.
This article will guide you through the maintenance protocols to keep your lifts in top shape, ensuring they remain efficient, productive, and safe. What’s more, we will share some tips on how to save money along the way.
Specifically, we’ll cover:
We wi ll also simplify the process to ensure you do not overlook any steps. You will have access to nine free, downloadable maintenance checklists for each service interval (in Excel and PDF formats).
Table of Contents
Regularly performing maintenance tasks yields some crucial benefits for your forklift operation.
Let’s go through the biggest ones.
The more regularly a lift is serviced, the longer it will last and the more productive it will be. It will lead to a better economic life for the forklift and a better return on investment (ROI).
Regular maintenance means more uptime because the more the lift truck can run, the more your operation can produce. Plus, you can minimize disruptions to the production schedule by proactively planning maintenance around it.
Through regular forklift maintenance, you will be more likely to find minor problems. That includes common issues like weeping fittings, low fluid levels, and debris-filled components. If you can identify and repair these minor problems early, you can save yourself from a significant (and more expensive) repair down the road.
Every company that uses forklift trucks has a legal and ethical responsibility to keep them in safe operating conditions. Because, of course, you want to make sure your team goes home at the end of every shift in one piece.
That is why r egular forklift maintenance is essential . It helps identify general safety issues and repair them before they lead to a forklift operator or pedestrian being injured or possibly even killed.
If you intend to trade in your forklift, a well-maintained vehicle will recoup a large portion of your initial investment in the secondary market. A well-maintained forklift commands a higher price than one in poor condition, which is quite evident.
Additionally, if you are leasing your tow motor, it is crucial to ensure regular maintenance. Otherwise, you will face a substantial bill when the lease ends.
Not only do these benefits provide reasons to set up – and keep to – a proper maintenance schedule, but OSHA (Occupational Safety and Health Administration) requires your lifts to be in tip-top shape before putting them into service.
Here are a couple of key standards from OSHA on the subject:
“Industrial trucks shall be examined before being placed in service, and shall not be placed in service if the examination shows any condition adversely affecting the safety of the vehicle. Such examination shall be made at least daily. Where industrial trucks are used on a round-the-clock basis, they shall be examined after each shift. Defects when found shall be immediately reported and corrected.”
“If at any time a powered industrial truck is found to be in need of repair, defective, or in any way unsafe, the truck shall be taken out of service until it has been restored to safe operating condition.”
These regulations are not to be taken lightly either. The penalties for disregarding OSHA-mandated forklift checks can be steep. In fact, companies have been fined huge sums of money for neglecting them:
You might be wondering: Is there an OSHA daily forklift inspection checklist? The answer is that OSHA does provide a few generic inspection templates on its website.
However, OSHA does not specify the items to check because they vary depending on the truck type. Therefore, you are responsible for customizing the checklists to meet the specific requirements of the heavy-duty equipment you are operating.
We have made this simple by creating a free, downloadable pre-shift weekly inspection sheet that you can modify as needed. You will find it in the section below.
We have taken the liberty to assemble the most common items that comprise a daily pre-trip inspection. And we have noted which items are for internal combustion (IC) and electric (E) trucks only.
Print and reuse this free daily/weekly forklift inspection checklist template as often as required. Choose whichever format you would prefer below and click to download.
That said, different forklifts can require different daily maintenance inspection items. So, consult the operator manual for the particular forklift you are operating.
Now that you know what items to check before operating, let us move on to the service actions required to maintain a forklift.
For starters, the two most common maintenance intervals for forklifts are:
Both of these intervals have a different set of action items that must be inspected and serviced.
While these intervals are pretty standard, there are factors to consider when determining maintenance frequency. By keeping these in mind as you plan your service intervals, you will help to keep your heavy-duty machine in the best (and safest) operating condition.
Always adhere to the manufacturer’s recommended service intervals, which may differ depending on the manufacturer and the specific truck model. However, you can always find this information listed in the operator’s manual. (Remember: Every forklift is required to have a manual on it at all times!)
Internal combustion trucks will need more frequent maintenance since they have more moving parts. But electric forklifts require less maintenance to be performed less often because they have fewer moving parts.
Trucks used in corrosive or abusive environments need more frequent maintenance. These operating environments include:
Does the forklift have a less-than-stellar history? Do service records show the same issue(s) appearing frequently? Do forklift operators regularly complain about it?
If the truck is a bad apple, it will need more frequent maintenance. You will want to keep an eye on its known problems and keep them at bay.
If a forklift runs more often, it will require more frequent service. That is key for material handling operations that run their lifts multiple shifts.
Also, lift trucks with higher hours require more frequent maintenance.
But be careful: There will come a point at which the lift becomes too expensive to continue repairing. That is called the “useful life“ of the forklift. And it means you are financially better off buying another one.
As you now know, many factors influence how often you need to maintain your forklift. That also means the cost to maintain your forklift will vary. Plus, maintenance repair costs rise as lifts age. Your costs for the same lift will vary from year to year.
That said, a rule of thumb is that maintenance costs can range from $0.48 to $1.67 per operating hour and up from there.
First off, you will need to know the following data:
Then, once you have got all your numbers, you can plug them into our free forklift maintenance calculator below for a rough cost estimate:
Note: This file is in Excel format. You’ll be prompted to download and save it to your desktop. Then, simply enter the numbers you collected in the previous step to see your final estimated maintenance costs.
There are a lot of variables involved in accurately calculating your maintenance costs. For a more thorough and accurate estimate, refer to our partner company Unified Fleet Solutions (UFS).
There is an upper limit to how much you should pay for maintenance. It is called the “ economic life ” of your forklift. If you see the cost of maintenance inching towards $4 per hour, that is your cue to buy another forklift .
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Now that you have a baseline figure for maintenance costs, here are some helpful and actionable forklift maintenance tips you can use to cut that figure down.
It might sound counterintuitive, but the more maintenance you regularly perform, the lower your forklift repair bills will be. Regular preventive maintenance should help you catch little problems before they snowball into significant issues.
If your forklift operates in a dirty environment, wash it with soap and water. Not only can dirt and debris cause several issues, including binding of the tires , mast damage, and electrical issues. OSHA requires your forklifts to be clean :
“Industrial trucks shall be kept in a clean condition, free of lint, excess oil, and grease. Noncombustible agents should be used for cleaning trucks. Low flash point (below 100 °F.) solvents shall not be used. High flash point (at or above 100 °F.) solvents may be used. Precautions regarding toxicity, ventilation, and fire hazard shall be consonant with the agent or solvent used.”
Pay special attention to the radiator in particular. Clogged radiators will cause the truck to overheat and lead to costly damage if allowed to persist. So include blowouts with air at least once per shift unless more often is required.
Remember that “economic life” stuff we just talked about? Well, get rid of old equipment when it reaches that breakpoint. Otherwise, you will start sinking into a money pit. Stick with newer equipment as much as possible to lower your maintenance costs.
If you lack trained and certified forklift technicians or the staffing to maintain your forklifts regularly, consider enrolling in a forklift maintenance plan with a service center or dealership. Opt for a center with factory-trained forklift technicians by the manufacturer of your lifts. Such training equips them to diagnose and repair problems swiftly and efficiently, ultimately saving you money.
If you’re contracting your maintenance out, it usually comes in two different packages: Planned maintenance and full maintenance plans. With planned maintenance, usually, only the labor is covered. While full maintenance plans typically include forklift parts as well.
Looking for reliable forklift maintenance services in the Green Bay, Neenah, Wausau, Richfield or Madison areas? Look no further! Conger’s service centers are conveniently located in these regions, ready to provide top-notch support for your forklift maintenance needs.
We have broken down by component system the most common service actions. As in the daily inspection section, we have noted which items are for internal combustion (IC) or electric (E) trucks only.
Download the free checklists for each service interval for a more extensive list. You will find them in the next section below.
We have developed a forklift maintenance checklist tailored to each service interval and designed for internal combustion (IC) and electric forklifts. Ensuring you will not overlook critical service checks, providing you peace of mind.
Plus, it will enable you to keep detailed records of all service actions taken for your fleet (essential for internal and external audits and in case OSHA comes knocking).
These checklists are not meant to be exhaustive as they were adapted from Toyota’s internal combustion and electric pallet jack and forklift operator’s manuals.
Please consult the operator’s manual for your particular forklift before performing maintenance. You can edit the Excel files and add any extra items you find.
And remember: Only trained and authorized forklift technicians should perform service on forklifts of hand pallet jacks.
The operator should check each item above every day before operating the lift. If running multiple shifts, they should perform the inspection before each shift.