---
equipify_template: monthly-pm-route-checklist
license: CC-BY-4.0 (template text; customize for your operations)
---

# Monthly PM route checklist

## Route
- Branch: __________________  Technician: __________________  Date: __________

## Instructions
1. Confirm **asset identity** (customer tag vs system serial) before marking complete.
2. Complete the **task bundle** for the PM tier shown on the work order.
3. Capture **structured proof** (measurements/photos) where the tier requires it.
4. If out-of-tolerance: create a **follow-up** with explicit disposition (repair / replace / engineering review).

## Asset lines (duplicate as needed)
| Customer / Site | Asset ID | Serial | PM tier | Tasks complete | Proof captured (Y/N) | OOT / notes |
|---|---|---|---|---|---|---|
|  |  |  |  | ☐ | ☐ |  |
|  |  |  |  | ☐ | ☐ |  |

## Sign-off
Technician signature: __________________  Time: ________