Free resources
Practical templates for installed equipment and after-sales service.
Start with a clear equipment register, keep the next maintenance task visible and record what still needs attention after a visit. Download the files and adapt them to your team's work.
Choose the file that matches your next task
All resources are free to download. You do not need an account or an email address.
- Open the CSV in Excel, Google Sheets or another spreadsheet application. If prompted, choose UTF-8 and a comma separator.
- Remove the fictional example row, keep a stable reference for each unit and add your own records. Dates use YYYY-MM-DD; claim amounts use a decimal point and a separate currency column.
- Give each pending action an owner and a due date. Use the PDF checklist on paper when preparing or handing over an installation.
The new CSV files have English column headings. The existing equipment register keeps its stable technical headers, explained in its guide. These are working templates, not EquipSpan import files; they contain no formulas, reminders or automatic calculations.
CSV
Installed equipment register
Identify each unit at a customer site and keep its documents, service dates and next action together.
Use the same unit reference in the other templates so that you can find the related work.
CSV
Maintenance log
Plan recurring tasks and record completed work without losing sight of the next visit.
Set the next due date after reviewing the manufacturer's maintenance schedule. Keep separate rows for tasks with different intervals.
CSV
Service visit record
Record why you attended, what you found, the work carried out and what needs to happen next.
Separate completed work from pending follow-up. A completed visit does not necessarily close the equipment issue.
CSV
Supplier warranty claim tracker
Follow each claim from the evidence sent to the supplier through their decision and the compensation actually received.
Record claimed, approved and received amounts separately. Keep any credit or replacement reference with the claim, and review remaining recovery manually.
Commissioning and handover checklist
Prepare a consistent record of equipment identity, checks, documents, photographs and outstanding work at handover.
Mark checks as completed, pending or not applicable. Record exceptions and agree who will complete any outstanding work.
Adapt technical checks to the equipment, the manufacturer's instructions and your team's procedures. These resources do not determine warranty entitlement or certify an installation.
Keep the equipment history connected
A spreadsheet is a useful starting point. When several people need the same history, documents and next action, EquipSpan brings that work together around the installed unit.