Forklift Inspection Checklist (Free Excel Template)
A forklift inspection checklist that keeps the daily pre-shift check, the monthly maintenance inspection, and the annual service record for one truck in a single Excel file. The daily sheet covers a full month on one page, and the monthly sheet lists 38 components with what to check and how.
Excel (.xlsx) · 9 sheets · Updated 2026-10-21
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Who is this forklift inspection checklist for?
- Warehouse and plant managers who run electric or IC forklifts
- Safety coordinators who need a daily record operators will actually fill in
- Maintenance teams that want the monthly check and the service history in one place
When to use it
Operators fill in the Daily Pre-Shift sheet before the truck is placed in service each day, or after each shift if it runs around the clock. Maintenance uses the Monthly Inspection sheet once a month, and the Annual Service Record each time a technician does planned maintenance. Use one file per truck.
What's included
The template includes the following. Delete anything you do not need.
- Truck ID, make/model, and month in the header
- Daily Pre-Shift: 10 visual checks with the key off and 7 operational checks with the truck running
- Operator initials and hour meter reading for each day
- Defect record: what was found, whether the truck was stopped, who was told, the repair, and who returned it to service
- Monthly Inspection: 38 components in 8 systems (power, brakes and controls, lift and hydraulics, guards, drive, electrical, body, road test) with what to check and the method
- Annual Service Record: date, technician or company, hour meter, result, defects, repairs, next due date
- Filled-in sample sheets and a print layout for US Letter
Preview the Excel file
This is the actual file. Use the tabs below to switch between the 9 sheets. How to mark each result is explained on the "Instructions" sheet.
| A | |
|---|---|
| 1 | Forklift Inspection Checklist (Daily, Monthly, Annual) |
| 2 | |
| 3 | ■ Source |
| 4 | Worker Library https://worker-library.com/templates/forklift-inspection-checklist/ |
| 5 | Request a template or an extra item: https://worker-library.com/contact/ |
| 6 | |
| 7 | ■ Sheets in this workbook |
| 8 | "Daily Pre-Shift" … Checked by the operator before the truck is placed in service each day (each shift if it runs around the clock). One sheet per truck per month. |
| 9 | "Monthly Inspection" … A monthly check by maintenance or a trained person, one sheet per inspection. 38 items grouped by system, with what to check and how. |
| 10 | "Annual Service Record" … A record of annual or planned maintenance done by a qualified technician or service company, so the history of each truck is in one file. |
| 11 | "Sample - Daily" … A filled-in example of the "Daily Pre-Shift" sheet. |
| 12 | "Sample - Monthly" … A filled-in example of the "Monthly Inspection" sheet. |
| 13 | "Sample - Annual" … A filled-in example of the "Annual Service Record" sheet. |
| 14 | "Print - Daily" … "Daily Pre-Shift" laid out for printing and filling in by hand (US Letter, column headings repeat on every page). |
| 15 | "Print - Monthly" … "Monthly Inspection" laid out for printing and filling in by hand (US Letter, column headings repeat on every page). |
| 16 | |
| 17 | ■ How to use |
| 18 | 1. Make one copy of the file for each truck and fill in the truck ID and model. |
| 19 | 2. Before the first use of the day, the operator checks each item and marks ✓, X, or N/A in that day's column. |
| 20 | 3. If any item is X, the truck is not used. Write the defect in the defect record and tell the supervisor. |
| 21 | 4. Once a month, maintenance fills in the Monthly Inspection sheet and signs it. |
| 22 | 5. Add a line to the Annual Service Record after each planned maintenance visit, and save the file with the year in the name. |
| 23 | |
| 24 | ■ How to mark results, and what to do (read before you start) |
| 25 | [Daily Pre-Shift / Sample - Daily / Print - Daily] |
| 26 | ✓ OK … Use as normal. |
| 27 | X Defect … Stop using it right away. Tell your supervisor and fill in the defect record below. |
| 28 | N/A … Not applicable today. Do not leave the cell blank. A blank cell means "not checked". |
| 29 | The person doing the inspection may decide to stop. Nobody is blamed for stopping. If in doubt, mark X. |
| 30 | After a repair, do not use it until the verifier writes the date and time it was returned to service. |
| 31 | |
| 32 | ■ How to mark results, and what to do (read before you start) |
| 33 | [Monthly Inspection / Annual Service Record / Sample - Monthly / Sample - Annual / Print - Monthly] |
| 34 | Pass … OK to use. |
| 35 | Fail … Stop using it on the spot and tag it "Do Not Use" or barricade the area. Tell your supervisor and write the corrective action. |
| 36 | N/A … The item does not exist here or does not apply today. Do not leave it blank. A blank cell means "not checked". |
| 37 | The inspector may decide to stop. Nobody is blamed for stopping. If in doubt, mark Fail. |
| 38 | After the corrective action, do not return it to service until the verifier writes the re-check date and name. |
| 39 | |
| 40 | ■ Adapting it to your site |
| 41 | • Add items your trucks have, such as a blue spot light, a load weight indicator, or a specific attachment. |
| 42 | • For LPG trucks, keep the cylinder line; for electric trucks, keep the battery line. Delete the one you do not use. |
| 43 | • If you run three shifts, use the day columns for each shift or make one sheet per shift. |
| 44 | |
| 45 | ■ Things to watch |
| 46 | • OSHA requires powered industrial trucks to be examined before being placed in service, at least daily (29 CFR 1910.178(q)(7)). This template is a way to record that examination; it is not an official OSHA form. |
| 47 | • A truck with a defect that affects safety must not be used until it is repaired (29 CFR 1910.178(q)(1)). Repairs should be done by authorized personnel. |
| 48 | • Monthly and annual items here are common maintenance practice, not OSHA requirements. Follow your manufacturer's maintenance schedule. |
| 49 | • State plans and your insurer may have additional requirements. Check the current rules that apply to your site. |
| 50 | |
| 51 | ■ About this template |
| 52 | A free inspection template from Worker Library. |
| 53 | You may copy, edit, and print it for use in your own organization. Add or delete items as you need. |
| 54 | Please do not redistribute or sell the template itself. |
| 55 | |
| 56 | ■ Important notice |
| 57 | This template organizes common inspection items for reference. It is not an official form issued by OSHA or any other authority, and using it does not by itself show compliance. |
| 58 | Which inspections are required, how often, and how long records must be kept depend on the equipment, industry, size of the operation, and location (federal, state, and local rules can all apply). |
| 59 | Check the regulations and standards that apply to you, the manufacturer's instructions, and a qualified or competent person. |
| 60 | Worker Library accepts no liability for any loss arising from the use of this template. |
| 61 | Regulations change. Check the source page above for the latest version. |
| 62 | |
| 63 | ■ Related regulations and standards (for reference) |
| 64 | OSHA 29 CFR 1910.178(q)(7): powered industrial trucks must be examined before being placed in service, at least daily, and must not be used if the examination shows a condition that affects safety. 29 CFR 1910.178(q)(1): a truck that is not in safe operating condition must be removed from service, and repairs made by authorized personnel. OSHA does not set a monthly or annual inspection form; follow the manufacturer's planned maintenance schedule. |
| 65 | |
| 66 | ■ Updated |
| 67 | 2026-10-21 (reviewed every 3 months) |
| 68 | |
| 69 | ■ About Worker Library |
| 70 | Worker Library publishes free Excel inspection checklists, logs, and forms for maintenance, safety, and quality teams. |
| 71 | All templates: https://worker-library.com/templates/ |
| A | B | C | D | E | F | |
|---|---|---|---|---|---|---|
| 1 | Forklift Inspection Checklist (Daily, Monthly, Annual) | |||||
| 2 | Truck ID | Make / model | ||||
| 3 | ||||||
| 4 | Inspection item | 1 | 2 | 3 | 4 | 5 |
| 5 | ■ Visual check (key off, forks lowered) | |||||
| 6 | Fluid levels: hydraulic oil, engine oil, coolant (IC) or battery water (electric) | |||||
| 7 | Leaks under the truck: oil, hydraulic fluid, fuel, battery acid | |||||
| 8 | Tires and wheels: cuts, chunking, wear, pressure (pneumatic), loose lug nuts | |||||
| 9 | Forks: cracks, bends, heel wear, locking pins in place | |||||
| 10 | Mast, lift chains, and rollers: damage, chain wear, lubrication | |||||
| 11 | Overhead guard and load backrest: cracks, bends, missing bolts | |||||
| 12 | Seat, seat belt, and hood latch: secure and working | |||||
| 13 | Data plate legible; operator manual on the truck | |||||
| 14 | LPG cylinder secured and valve/hose undamaged, or battery cables and connector undamaged | |||||
| 15 | Fire extinguisher (if equipped): present and charged | |||||
| 16 | ■ Operational check (truck running) | |||||
| 17 | Service brake and parking brake: function | |||||
| 18 | Steering and controls: function | |||||
| 19 | Lift, lower, and tilt (hydraulic system): function, no drift | |||||
| 20 | Wheels: no abnormal noise or wobble when driving | |||||
| 21 | Headlights, rear lights, turn signals, horn, and backup alarm: function | |||||
| 22 | Gauges and warning lights: normal readings | |||||
| 23 | Operator (initials) | |||||
| 24 | Hour meter (h) | |||||
| 25 | ||||||
| 26 | Defect record (fill in every time you mark a defect. Fill left to right in the order things happened. "Condition found" is written by the person who found it, "Corrective action" by the person who fixed it, "Verified by" by the person who checked it.) | |||||
| 27 | Date / item | Condition found | ||||
| 28 | ||||||
| 29 | ||||||
| 30 | ||||||
| 31 | ||||||
| 32 | Reviewed by (supervisor) | |||||
| 33 | ||||||
| 34 | ||||||
| 35 | Notice: This is a general-purpose inspection record. It is not an official government form and does not by itself show compliance with OSHA or any other regulation or standard. | |||||
| 36 | Related regulations and standards (for reference): OSHA 29 CFR 1910.178(q)(7): powered industrial trucks must be examined before being placed in service, at least daily, and must not be used if the examination shows a condition that affects safety. 29 CFR 1910.178(q)(1): a truck that is not in safe operating condition must be removed from service, and repairs made by authorized personnel. OSHA does not set a monthly or annual inspection form; follow the manufacturer's planned maintenance schedule. | |||||
| 37 | Which inspections you need, how often, and how long to keep records depend on your equipment, industry, and location. Check the regulations that apply to you, the manufacturer's instructions, and a qualified person. | |||||
| 38 | Worker Library accepts no liability for any loss arising from the use of this template. Regulations change; check the source page for the latest version. | |||||
| 39 | Worker Library https://worker-library.com/templates/forklift-inspection-checklist/ Updated 2026-10-21 | |||||
This preview shows the first 6 of 33 columns. The downloaded file contains everything.
| A | B | C | D | E | F | |
|---|---|---|---|---|---|---|
| 1 | Forklift Inspection Checklist (Daily, Monthly, Annual) | |||||
| 2 | Truck ID | Make / model | ||||
| 3 | Month | |||||
| 4 | ||||||
| 5 | No. | System | Component | What to check | Method | Result |
| 6 | Engine / battery | |||||
| 7 | 1 | Power | Engine (IC trucks) | Starts normally, no abnormal noise, exhaust color, oil level and leaks | Visual / listen / operate | |
| 8 | 2 | Cooling system (IC trucks) | Coolant level, leaks, fan belt tension | Visual / touch | ||
| 9 | 3 | Air cleaner and fuel system (IC trucks) | Element condition, fuel leaks, damaged lines | Visual | ||
| 10 | 4 | Drive motor (electric trucks) | Abnormal noise, overheating, brush wear | Listen / touch / visual | ||
| 11 | 5 | Battery | Electrolyte level, specific gravity, loose or corroded terminals, hold-down | Visual / wrench | ||
| 12 | 6 | Charger and cables | Damaged insulation, loose or hot connections, burnt connector | Visual / touch | ||
| 13 | Brakes, clutch, and controls | |||||
| 14 | 7 | Brakes / controls | Service brake | Stopping power, pulling to one side, pedal free play and travel | Operate | |
| 15 | 8 | Parking brake | Holding power, holds on a grade, lever travel | Operate | ||
| 16 | 9 | Brake lines and brake fluid | Leaks, fluid level, damaged lines | Visual | ||
| 17 | 10 | Clutch (IC trucks) | Disengages and engages cleanly, pedal free play | Operate | ||
| 18 | 11 | Steering | Free play, looseness, heavy steering, power steering function | Operate / visual | ||
| 19 | 12 | Direction lever and accelerator | Function, looseness, returns to neutral | Operate / visual | ||
| 20 | 13 | Steer axle and king pins | Looseness, wear, lubrication | Visual / operate | ||
| 21 | Lifting and hydraulic system | |||||
| 22 | 14 | Lift / hydraulics | Forks | Cracks, bends, heel wear, height difference between forks, fork stops | Visual | |
| 23 | 15 | Mast and rollers | Cracks, deformation, roller wear and play, abnormal noise | Visual / listen | ||
| 24 | 16 | Lift chains | Stretch, lubrication, uneven tension left to right, missing pins | Visual | ||
| 25 | 17 | Chain sheaves | Wear, play, cracks | Visual | ||
| 26 | 18 | Lift and tilt operation | Raise, lower, tilt forward and back; no drift down or tilt drift | Operate | ||
| 27 | 19 | Hydraulic tank and oil | Oil level, contamination, leaks | Visual | ||
| 28 | 20 | Hydraulic pump and control valve | Leaks, abnormal noise, levers return | Visual / listen / operate | ||
| 29 | 21 | Lift and tilt cylinders | Function, leaks, scored rods, pin wear | Visual / operate | ||
| 30 | 22 | Hydraulic lines and hoses | Damage, chafing, leaks at fittings, mounting | Visual / touch | ||
| 31 | 23 | Attachment (if equipped) | Mounting, function, leaks | Visual / operate | ||
| 32 | Overhead guard and load backrest | |||||
| 33 | 24 | Guards | Overhead guard | Cracks, deformation, loose or missing mounting bolts | Visual / wrench | |
| 34 | 25 | Load backrest | Cracks, deformation, loose mounting | Visual / wrench | ||
| 35 | Drive train | |||||
| 36 | 26 | Drive | Tires and wheels | Cuts, abnormal or uneven wear, pressure, embedded objects | Visual | |
| 37 | 27 | Lug nuts and rims | Loose, deformed, damaged | Visual / wrench | ||
| 38 | 28 | Transmission and drive axle | Abnormal noise, leaks, oil level, play | Listen / visual | ||
| 39 | Electrical and safety devices | |||||
| 40 | 29 | Electrical / safety | Headlights and rear lights | Light up, broken lens, dirt | Visual / operate | |
| 41 | 30 | Turn signals | Flash, damage | Visual / operate | ||
| 42 | 31 | Horn and backup alarm | Function, loudness, damage | Listen / operate | ||
| 43 | 32 | Mirrors and rear camera | Mounting, dirt, image, damage | Visual | ||
| 44 | 33 | Gauges and warning lights | Display, function, battery discharge indicator | Visual | ||
| 45 | 34 | Seat belt and seat switch | Damage, buckle function, seat switch works | Visual / operate | ||
| 46 | Body | |||||
| 47 | 35 | Body | Frame and counterweight | Cracks, deformation, loose mounting bolts | Visual / wrench | |
| 48 | 36 | Seat, steps, and grab handles | Secure, anti-slip surface, deformation | Visual | ||
| 49 | 37 | Lubrication points | Greased as scheduled | Visual | ||
| 50 | Overall | |||||
| 51 | 38 | Overall | Road test (travel and lifting) | Normal function, no abnormal noise, vibration, or heat | Operate / visual / listen / touch | |
| 52 | 39 | |||||
| 53 | 40 | |||||
| 54 | 41 | |||||
| 55 | ||||||
| 56 | Inspected by | Maintenance lead | Reviewed by (manager) | |||
| 57 | ||||||
| 58 | ||||||
| 59 | Summary (items not corrected on the spot, work areas stopped, what to check next) | |||||
| 60 | ||||||
| 61 | ||||||
| 62 | ||||||
| 63 | ||||||
| 64 | Notice: This is a general-purpose inspection record. It is not an official government form and does not by itself show compliance with OSHA or any other regulation or standard. | |||||
| 65 | Related regulations and standards (for reference): OSHA 29 CFR 1910.178(q)(7): powered industrial trucks must be examined before being placed in service, at least daily, and must not be used if the examination shows a condition that affects safety. 29 CFR 1910.178(q)(1): a truck that is not in safe operating condition must be removed from service, and repairs made by authorized personnel. OSHA does not set a monthly or annual inspection form; follow the manufacturer's planned maintenance schedule. | |||||
| 66 | Which inspections you need, how often, and how long to keep records depend on your equipment, industry, and location. Check the regulations that apply to you, the manufacturer's instructions, and a qualified person. | |||||
| 67 | Worker Library accepts no liability for any loss arising from the use of this template. Regulations change; check the source page for the latest version. | |||||
| 68 | Worker Library https://worker-library.com/templates/forklift-inspection-checklist/ Updated 2026-10-21 | |||||
This preview shows the first 6 of 8 columns. The downloaded file contains everything.
| A | B | C | D | E | F | |
|---|---|---|---|---|---|---|
| 1 | Forklift Inspection Checklist (Daily, Monthly, Annual) | |||||
| 2 | Truck ID | Make / model | ||||
| 3 | Month | |||||
| 4 | ||||||
| 5 | Service date | Performed by (technician / company) | Hour meter (h) | Result | Defects found | Repairs made |
| 6 | ||||||
| 7 | ||||||
| 8 | ||||||
| 9 | ||||||
| 10 | (5 more blank rows) | |||||
| 11 | Inspected by | Reviewed by (supervisor) | Approved by (manager) | |||
| 12 | ||||||
| 13 | ||||||
| 14 | Notice: This is a general-purpose inspection record. It is not an official government form and does not by itself show compliance with OSHA or any other regulation or standard. | |||||
| 15 | Related regulations and standards (for reference): OSHA 29 CFR 1910.178(q)(7): powered industrial trucks must be examined before being placed in service, at least daily, and must not be used if the examination shows a condition that affects safety. 29 CFR 1910.178(q)(1): a truck that is not in safe operating condition must be removed from service, and repairs made by authorized personnel. OSHA does not set a monthly or annual inspection form; follow the manufacturer's planned maintenance schedule. | |||||
| 16 | Which inspections you need, how often, and how long to keep records depend on your equipment, industry, and location. Check the regulations that apply to you, the manufacturer's instructions, and a qualified person. | |||||
| 17 | Worker Library accepts no liability for any loss arising from the use of this template. Regulations change; check the source page for the latest version. | |||||
| 18 | Worker Library https://worker-library.com/templates/forklift-inspection-checklist/ Updated 2026-10-21 | |||||
This preview shows the first 6 of 8 columns. The downloaded file contains everything.
| A | B | C | D | E | F | |
|---|---|---|---|---|---|---|
| 1 | Forklift Inspection Checklist (Daily, Monthly, Annual) [SAMPLE] | |||||
| 2 | Truck ID | FL-02 | Make / model | 3,000 lb electric counterbalance | ||
| 3 | ||||||
| 4 | Inspection item | 1 | 2 | 3 | 4 | 5 |
| 5 | ■ Visual check (key off, forks lowered) | |||||
| 6 | Fluid levels: hydraulic oil, engine oil, coolant (IC) or battery water (electric) | ✓ | ✓ | ✓ | ✓ | ✓ |
| 7 | Leaks under the truck: oil, hydraulic fluid, fuel, battery acid | ✓ | ✓ | ✓ | ✓ | ✓ |
| 8 | Tires and wheels: cuts, chunking, wear, pressure (pneumatic), loose lug nuts | ✓ | ✓ | ✓ | X | ✓ |
| 9 | Forks: cracks, bends, heel wear, locking pins in place | ✓ | ✓ | ✓ | ✓ | ✓ |
| 10 | Mast, lift chains, and rollers: damage, chain wear, lubrication | ✓ | ✓ | ✓ | ✓ | ✓ |
| 11 | Overhead guard and load backrest: cracks, bends, missing bolts | ✓ | ✓ | ✓ | ✓ | ✓ |
| 12 | Seat, seat belt, and hood latch: secure and working | ✓ | ✓ | ✓ | ✓ | ✓ |
| 13 | Data plate legible; operator manual on the truck | ✓ | ✓ | ✓ | ✓ | ✓ |
| 14 | LPG cylinder secured and valve/hose undamaged, or battery cables and connector undamaged | ✓ | ✓ | ✓ | ✓ | ✓ |
| 15 | Fire extinguisher (if equipped): present and charged | ✓ | ✓ | ✓ | ✓ | ✓ |
| 16 | ■ Operational check (truck running) | |||||
| 17 | Service brake and parking brake: function | ✓ | ✓ | ✓ | ✓ | ✓ |
| 18 | Steering and controls: function | ✓ | ✓ | ✓ | ✓ | ✓ |
| 19 | Lift, lower, and tilt (hydraulic system): function, no drift | ✓ | ✓ | ✓ | ✓ | ✓ |
| 20 | Wheels: no abnormal noise or wobble when driving | ✓ | ✓ | ✓ | ✓ | ✓ |
| 21 | Headlights, rear lights, turn signals, horn, and backup alarm: function | ✓ | ✓ | ✓ | ✓ | ✓ |
| 22 | Gauges and warning lights: normal readings | ✓ | ✓ | ✓ | ✓ | ✓ |
| 23 | Operator (initials) | JD | JD | MS | JD | JD |
| 24 | Hour meter (h) | |||||
| 25 | ||||||
| 26 | Defect record (fill in every time you mark a defect. Fill left to right in the order things happened. "Condition found" is written by the person who found it, "Corrective action" by the person who fixed it, "Verified by" by the person who checked it.) | |||||
| 27 | Date / item | Condition found | ||||
| 28 | 8/4 Left front tire | Heavy wear near the limit line | ||||
| 29 | ||||||
| 30 | ||||||
| 31 | ||||||
| 32 | Reviewed by (supervisor) | |||||
| 33 | ||||||
| 34 | ||||||
| 35 | Notice: This is a general-purpose inspection record. It is not an official government form and does not by itself show compliance with OSHA or any other regulation or standard. | |||||
| 36 | Related regulations and standards (for reference): OSHA 29 CFR 1910.178(q)(7): powered industrial trucks must be examined before being placed in service, at least daily, and must not be used if the examination shows a condition that affects safety. 29 CFR 1910.178(q)(1): a truck that is not in safe operating condition must be removed from service, and repairs made by authorized personnel. OSHA does not set a monthly or annual inspection form; follow the manufacturer's planned maintenance schedule. | |||||
| 37 | Which inspections you need, how often, and how long to keep records depend on your equipment, industry, and location. Check the regulations that apply to you, the manufacturer's instructions, and a qualified person. | |||||
| 38 | Worker Library accepts no liability for any loss arising from the use of this template. Regulations change; check the source page for the latest version. | |||||
| 39 | Worker Library https://worker-library.com/templates/forklift-inspection-checklist/ Updated 2026-10-21 | |||||
This preview shows the first 6 of 33 columns. The downloaded file contains everything.
| A | B | C | D | E | F | |
|---|---|---|---|---|---|---|
| 1 | Forklift Inspection Checklist (Daily, Monthly, Annual) [SAMPLE] | |||||
| 2 | Truck ID | FL-02 | Make / model | 3,000 lb electric counterbalance | ||
| 3 | Month | August 2026 | ||||
| 4 | ||||||
| 5 | No. | System | Component | What to check | Method | Result |
| 6 | Engine / battery | |||||
| 7 | 1 | Power | Engine (IC trucks) | Starts normally, no abnormal noise, exhaust color, oil level and leaks | Visual / listen / operate | Pass |
| 8 | 2 | Cooling system (IC trucks) | Coolant level, leaks, fan belt tension | Visual / touch | Pass | |
| 9 | 3 | Air cleaner and fuel system (IC trucks) | Element condition, fuel leaks, damaged lines | Visual | Pass | |
| 10 | 4 | Drive motor (electric trucks) | Abnormal noise, overheating, brush wear | Listen / touch / visual | Pass | |
| 11 | 5 | Battery | Electrolyte level, specific gravity, loose or corroded terminals, hold-down | Visual / wrench | Pass | |
| 12 | 6 | Charger and cables | Damaged insulation, loose or hot connections, burnt connector | Visual / touch | Pass | |
| 13 | Brakes, clutch, and controls | |||||
| 14 | 7 | Brakes / controls | Service brake | Stopping power, pulling to one side, pedal free play and travel | Operate | Pass |
| 15 | 8 | Parking brake | Holding power, holds on a grade, lever travel | Operate | Pass | |
| 16 | 9 | Brake lines and brake fluid | Leaks, fluid level, damaged lines | Visual | Pass | |
| 17 | 10 | Clutch (IC trucks) | Disengages and engages cleanly, pedal free play | Operate | Pass | |
| 18 | 11 | Steering | Free play, looseness, heavy steering, power steering function | Operate / visual | Pass | |
| 19 | 12 | Direction lever and accelerator | Function, looseness, returns to neutral | Operate / visual | Pass | |
| 20 | 13 | Steer axle and king pins | Looseness, wear, lubrication | Visual / operate | Pass | |
| 21 | Lifting and hydraulic system | |||||
| 22 | 14 | Lift / hydraulics | Forks | Cracks, bends, heel wear, height difference between forks, fork stops | Visual | Pass |
| 23 | 15 | Mast and rollers | Cracks, deformation, roller wear and play, abnormal noise | Visual / listen | Pass | |
| 24 | 16 | Lift chains | Stretch, lubrication, uneven tension left to right, missing pins | Visual | Pass | |
| 25 | 17 | Chain sheaves | Wear, play, cracks | Visual | Pass | |
| 26 | 18 | Lift and tilt operation | Raise, lower, tilt forward and back; no drift down or tilt drift | Operate | Pass | |
| 27 | 19 | Hydraulic tank and oil | Oil level, contamination, leaks | Visual | Pass | |
| 28 | 20 | Hydraulic pump and control valve | Leaks, abnormal noise, levers return | Visual / listen / operate | Pass | |
| 29 | 21 | Lift and tilt cylinders | Function, leaks, scored rods, pin wear | Visual / operate | Pass | |
| 30 | 22 | Hydraulic lines and hoses | Damage, chafing, leaks at fittings, mounting | Visual / touch | Pass | |
| 31 | 23 | Attachment (if equipped) | Mounting, function, leaks | Visual / operate | Pass | |
| 32 | Overhead guard and load backrest | |||||
| 33 | 24 | Guards | Overhead guard | Cracks, deformation, loose or missing mounting bolts | Visual / wrench | Pass |
| 34 | 25 | Load backrest | Cracks, deformation, loose mounting | Visual / wrench | Pass | |
| 35 | Drive train | |||||
| 36 | 26 | Drive | Tires and wheels | Cuts, abnormal or uneven wear, pressure, embedded objects | Visual | Fail |
| 37 | 27 | Lug nuts and rims | Loose, deformed, damaged | Visual / wrench | Pass | |
| 38 | 28 | Transmission and drive axle | Abnormal noise, leaks, oil level, play | Listen / visual | Pass | |
| 39 | Electrical and safety devices | |||||
| 40 | 29 | Electrical / safety | Headlights and rear lights | Light up, broken lens, dirt | Visual / operate | Pass |
| 41 | 30 | Turn signals | Flash, damage | Visual / operate | Pass | |
| 42 | 31 | Horn and backup alarm | Function, loudness, damage | Listen / operate | Pass | |
| 43 | 32 | Mirrors and rear camera | Mounting, dirt, image, damage | Visual | Pass | |
| 44 | 33 | Gauges and warning lights | Display, function, battery discharge indicator | Visual | Pass | |
| 45 | 34 | Seat belt and seat switch | Damage, buckle function, seat switch works | Visual / operate | Pass | |
| 46 | Body | |||||
| 47 | 35 | Body | Frame and counterweight | Cracks, deformation, loose mounting bolts | Visual / wrench | Pass |
| 48 | 36 | Seat, steps, and grab handles | Secure, anti-slip surface, deformation | Visual | Pass | |
| 49 | 37 | Lubrication points | Greased as scheduled | Visual | Pass | |
| 50 | Overall | |||||
| 51 | 38 | Overall | Road test (travel and lifting) | Normal function, no abnormal noise, vibration, or heat | Operate / visual / listen / touch | Pass |
| 52 | 39 | |||||
| 53 | 40 | |||||
| 54 | 41 | |||||
| 55 | ||||||
| 56 | Inspected by | Maintenance lead | Reviewed by (manager) | |||
| 57 | M. Shah | R. Lopez (maintenance lead) | K. Brown (warehouse manager) | |||
| 58 | ||||||
| 59 | Summary (items not corrected on the spot, work areas stopped, what to check next) | |||||
| 60 | Lift chains adjusted (uneven tension). Left front tire replaced 8/12. Next monthly inspection due by 9/4. | |||||
| 61 | ||||||
| 62 | ||||||
| 63 | ||||||
| 64 | Notice: This is a general-purpose inspection record. It is not an official government form and does not by itself show compliance with OSHA or any other regulation or standard. | |||||
| 65 | Related regulations and standards (for reference): OSHA 29 CFR 1910.178(q)(7): powered industrial trucks must be examined before being placed in service, at least daily, and must not be used if the examination shows a condition that affects safety. 29 CFR 1910.178(q)(1): a truck that is not in safe operating condition must be removed from service, and repairs made by authorized personnel. OSHA does not set a monthly or annual inspection form; follow the manufacturer's planned maintenance schedule. | |||||
| 66 | Which inspections you need, how often, and how long to keep records depend on your equipment, industry, and location. Check the regulations that apply to you, the manufacturer's instructions, and a qualified person. | |||||
| 67 | Worker Library accepts no liability for any loss arising from the use of this template. Regulations change; check the source page for the latest version. | |||||
| 68 | Worker Library https://worker-library.com/templates/forklift-inspection-checklist/ Updated 2026-10-21 | |||||
This preview shows the first 6 of 8 columns. The downloaded file contains everything.
| A | B | C | D | E | F | |
|---|---|---|---|---|---|---|
| 1 | Forklift Inspection Checklist (Daily, Monthly, Annual) [SAMPLE] | |||||
| 2 | Truck ID | FL-02 | Make / model | 3,000 lb electric counterbalance | ||
| 3 | Month | August 2026 | ||||
| 4 | ||||||
| 5 | Service date | Performed by (technician / company) | Hour meter (h) | Result | Defects found | Repairs made |
| 6 | 10/15/2025 | Ace Lift Service / T. Nguyen | 3610 | Pass | None | Planned maintenance per manufacturer schedule |
| 7 | ||||||
| 8 | ||||||
| 9 | ||||||
| 10 | ||||||
| 11 | (4 more blank rows) | |||||
| 12 | Inspected by | Reviewed by (supervisor) | Approved by (manager) | |||
| 13 | ||||||
| 14 | ||||||
| 15 | Notice: This is a general-purpose inspection record. It is not an official government form and does not by itself show compliance with OSHA or any other regulation or standard. | |||||
| 16 | Related regulations and standards (for reference): OSHA 29 CFR 1910.178(q)(7): powered industrial trucks must be examined before being placed in service, at least daily, and must not be used if the examination shows a condition that affects safety. 29 CFR 1910.178(q)(1): a truck that is not in safe operating condition must be removed from service, and repairs made by authorized personnel. OSHA does not set a monthly or annual inspection form; follow the manufacturer's planned maintenance schedule. | |||||
| 17 | Which inspections you need, how often, and how long to keep records depend on your equipment, industry, and location. Check the regulations that apply to you, the manufacturer's instructions, and a qualified person. | |||||
| 18 | Worker Library accepts no liability for any loss arising from the use of this template. Regulations change; check the source page for the latest version. | |||||
| 19 | Worker Library https://worker-library.com/templates/forklift-inspection-checklist/ Updated 2026-10-21 | |||||
This preview shows the first 6 of 8 columns. The downloaded file contains everything.
| A | B | C | D | E | F | |
|---|---|---|---|---|---|---|
| 1 | Forklift Inspection Checklist (Daily, Monthly, Annual) | |||||
| 2 | Truck ID | Make / model | ||||
| 3 | ||||||
| 4 | Inspection item | 1 | 2 | 3 | 4 | 5 |
| 5 | ■ Visual check (key off, forks lowered) | |||||
| 6 | Fluid levels: hydraulic oil, engine oil, coolant (IC) or battery water (electric) | |||||
| 7 | Leaks under the truck: oil, hydraulic fluid, fuel, battery acid | |||||
| 8 | Tires and wheels: cuts, chunking, wear, pressure (pneumatic), loose lug nuts | |||||
| 9 | Forks: cracks, bends, heel wear, locking pins in place | |||||
| 10 | Mast, lift chains, and rollers: damage, chain wear, lubrication | |||||
| 11 | Overhead guard and load backrest: cracks, bends, missing bolts | |||||
| 12 | Seat, seat belt, and hood latch: secure and working | |||||
| 13 | Data plate legible; operator manual on the truck | |||||
| 14 | LPG cylinder secured and valve/hose undamaged, or battery cables and connector undamaged | |||||
| 15 | Fire extinguisher (if equipped): present and charged | |||||
| 16 | ■ Operational check (truck running) | |||||
| 17 | Service brake and parking brake: function | |||||
| 18 | Steering and controls: function | |||||
| 19 | Lift, lower, and tilt (hydraulic system): function, no drift | |||||
| 20 | Wheels: no abnormal noise or wobble when driving | |||||
| 21 | Headlights, rear lights, turn signals, horn, and backup alarm: function | |||||
| 22 | Gauges and warning lights: normal readings | |||||
| 23 | Operator (initials) | |||||
| 24 | Hour meter (h) | |||||
| 25 | ||||||
| 26 | Defect record (fill in every time you mark a defect. Fill left to right in the order things happened. "Condition found" is written by the person who found it, "Corrective action" by the person who fixed it, "Verified by" by the person who checked it.) | |||||
| 27 | Date / item | Condition found | ||||
| 28 | ||||||
| 29 | ||||||
| 30 | ||||||
| 31 | ||||||
| 32 | Reviewed by (supervisor) | |||||
| 33 | ||||||
| 34 | ||||||
| 35 | Notice: This is a general-purpose inspection record. It is not an official government form and does not by itself show compliance with OSHA or any other regulation or standard. | |||||
| 36 | Related regulations and standards (for reference): OSHA 29 CFR 1910.178(q)(7): powered industrial trucks must be examined before being placed in service, at least daily, and must not be used if the examination shows a condition that affects safety. 29 CFR 1910.178(q)(1): a truck that is not in safe operating condition must be removed from service, and repairs made by authorized personnel. OSHA does not set a monthly or annual inspection form; follow the manufacturer's planned maintenance schedule. | |||||
| 37 | Which inspections you need, how often, and how long to keep records depend on your equipment, industry, and location. Check the regulations that apply to you, the manufacturer's instructions, and a qualified person. | |||||
| 38 | Worker Library accepts no liability for any loss arising from the use of this template. Regulations change; check the source page for the latest version. | |||||
| 39 | Worker Library https://worker-library.com/templates/forklift-inspection-checklist/ Updated 2026-10-21 | |||||
This preview shows the first 6 of 33 columns. The downloaded file contains everything.
| A | B | C | D | E | F | |
|---|---|---|---|---|---|---|
| 1 | Forklift Inspection Checklist (Daily, Monthly, Annual) | |||||
| 2 | Truck ID | Make / model | ||||
| 3 | Month | |||||
| 4 | ||||||
| 5 | No. | System | Component | What to check | Method | Result |
| 6 | Engine / battery | |||||
| 7 | 1 | Power | Engine (IC trucks) | Starts normally, no abnormal noise, exhaust color, oil level and leaks | Visual / listen / operate | |
| 8 | 2 | Cooling system (IC trucks) | Coolant level, leaks, fan belt tension | Visual / touch | ||
| 9 | 3 | Air cleaner and fuel system (IC trucks) | Element condition, fuel leaks, damaged lines | Visual | ||
| 10 | 4 | Drive motor (electric trucks) | Abnormal noise, overheating, brush wear | Listen / touch / visual | ||
| 11 | 5 | Battery | Electrolyte level, specific gravity, loose or corroded terminals, hold-down | Visual / wrench | ||
| 12 | 6 | Charger and cables | Damaged insulation, loose or hot connections, burnt connector | Visual / touch | ||
| 13 | Brakes, clutch, and controls | |||||
| 14 | 7 | Brakes / controls | Service brake | Stopping power, pulling to one side, pedal free play and travel | Operate | |
| 15 | 8 | Parking brake | Holding power, holds on a grade, lever travel | Operate | ||
| 16 | 9 | Brake lines and brake fluid | Leaks, fluid level, damaged lines | Visual | ||
| 17 | 10 | Clutch (IC trucks) | Disengages and engages cleanly, pedal free play | Operate | ||
| 18 | 11 | Steering | Free play, looseness, heavy steering, power steering function | Operate / visual | ||
| 19 | 12 | Direction lever and accelerator | Function, looseness, returns to neutral | Operate / visual | ||
| 20 | 13 | Steer axle and king pins | Looseness, wear, lubrication | Visual / operate | ||
| 21 | Lifting and hydraulic system | |||||
| 22 | 14 | Lift / hydraulics | Forks | Cracks, bends, heel wear, height difference between forks, fork stops | Visual | |
| 23 | 15 | Mast and rollers | Cracks, deformation, roller wear and play, abnormal noise | Visual / listen | ||
| 24 | 16 | Lift chains | Stretch, lubrication, uneven tension left to right, missing pins | Visual | ||
| 25 | 17 | Chain sheaves | Wear, play, cracks | Visual | ||
| 26 | 18 | Lift and tilt operation | Raise, lower, tilt forward and back; no drift down or tilt drift | Operate | ||
| 27 | 19 | Hydraulic tank and oil | Oil level, contamination, leaks | Visual | ||
| 28 | 20 | Hydraulic pump and control valve | Leaks, abnormal noise, levers return | Visual / listen / operate | ||
| 29 | 21 | Lift and tilt cylinders | Function, leaks, scored rods, pin wear | Visual / operate | ||
| 30 | 22 | Hydraulic lines and hoses | Damage, chafing, leaks at fittings, mounting | Visual / touch | ||
| 31 | 23 | Attachment (if equipped) | Mounting, function, leaks | Visual / operate | ||
| 32 | Overhead guard and load backrest | |||||
| 33 | 24 | Guards | Overhead guard | Cracks, deformation, loose or missing mounting bolts | Visual / wrench | |
| 34 | 25 | Load backrest | Cracks, deformation, loose mounting | Visual / wrench | ||
| 35 | Drive train | |||||
| 36 | 26 | Drive | Tires and wheels | Cuts, abnormal or uneven wear, pressure, embedded objects | Visual | |
| 37 | 27 | Lug nuts and rims | Loose, deformed, damaged | Visual / wrench | ||
| 38 | 28 | Transmission and drive axle | Abnormal noise, leaks, oil level, play | Listen / visual | ||
| 39 | Electrical and safety devices | |||||
| 40 | 29 | Electrical / safety | Headlights and rear lights | Light up, broken lens, dirt | Visual / operate | |
| 41 | 30 | Turn signals | Flash, damage | Visual / operate | ||
| 42 | 31 | Horn and backup alarm | Function, loudness, damage | Listen / operate | ||
| 43 | 32 | Mirrors and rear camera | Mounting, dirt, image, damage | Visual | ||
| 44 | 33 | Gauges and warning lights | Display, function, battery discharge indicator | Visual | ||
| 45 | 34 | Seat belt and seat switch | Damage, buckle function, seat switch works | Visual / operate | ||
| 46 | Body | |||||
| 47 | 35 | Body | Frame and counterweight | Cracks, deformation, loose mounting bolts | Visual / wrench | |
| 48 | 36 | Seat, steps, and grab handles | Secure, anti-slip surface, deformation | Visual | ||
| 49 | 37 | Lubrication points | Greased as scheduled | Visual | ||
| 50 | Overall | |||||
| 51 | 38 | Overall | Road test (travel and lifting) | Normal function, no abnormal noise, vibration, or heat | Operate / visual / listen / touch | |
| 52 | 39 | |||||
| 53 | 40 | |||||
| 54 | 41 | |||||
| 55 | ||||||
| 56 | Inspected by | Maintenance lead | Reviewed by (manager) | |||
| 57 | ||||||
| 58 | ||||||
| 59 | Summary (items not corrected on the spot, work areas stopped, what to check next) | |||||
| 60 | ||||||
| 61 | ||||||
| 62 | ||||||
| 63 | ||||||
| 64 | Notice: This is a general-purpose inspection record. It is not an official government form and does not by itself show compliance with OSHA or any other regulation or standard. | |||||
| 65 | Related regulations and standards (for reference): OSHA 29 CFR 1910.178(q)(7): powered industrial trucks must be examined before being placed in service, at least daily, and must not be used if the examination shows a condition that affects safety. 29 CFR 1910.178(q)(1): a truck that is not in safe operating condition must be removed from service, and repairs made by authorized personnel. OSHA does not set a monthly or annual inspection form; follow the manufacturer's planned maintenance schedule. | |||||
| 66 | Which inspections you need, how often, and how long to keep records depend on your equipment, industry, and location. Check the regulations that apply to you, the manufacturer's instructions, and a qualified person. | |||||
| 67 | Worker Library accepts no liability for any loss arising from the use of this template. Regulations change; check the source page for the latest version. | |||||
| 68 | Worker Library https://worker-library.com/templates/forklift-inspection-checklist/ Updated 2026-10-21 | |||||
This preview shows the first 6 of 8 columns. The downloaded file contains everything.
Cells marked ▼ have a drop-down list. Lightly shaded rows are where you write.
File details
| Format | Excel (.xlsx) |
|---|---|
| Works with | Microsoft Excel 2016 or later, Excel for Microsoft 365, Google Sheets, LibreOffice Calc |
| Paper | Print areas set for US Letter |
| Sheets | Instructions / Daily Pre-Shift / Monthly Inspection / Annual Service Record / Sample - Daily / Sample - Monthly / Sample - Annual / Print - Daily / Print - Monthly |
| Macros | None |
| File size | About 38 KB |
| Updated | 2026-10-21 |
How to use the forklift inspection checklist
- Make one copy of the file for each truck and fill in the truck ID and model.
- Before the first use of the day, the operator checks each item and marks ✓, X, or N/A in that day's column.
- If any item is X, the truck is not used. Write the defect in the defect record and tell the supervisor.
- Once a month, maintenance fills in the Monthly Inspection sheet and signs it.
- Add a line to the Annual Service Record after each planned maintenance visit, and save the file with the year in the name.
Adapting it to your site
- Add items your trucks have, such as a blue spot light, a load weight indicator, or a specific attachment.
- For LPG trucks, keep the cylinder line; for electric trucks, keep the battery line. Delete the one you do not use.
- If you run three shifts, use the day columns for each shift or make one sheet per shift.
Before you use it
Please read
- OSHA requires powered industrial trucks to be examined before being placed in service, at least daily (29 CFR 1910.178(q)(7)). This template is a way to record that examination; it is not an official OSHA form.
- A truck with a defect that affects safety must not be used until it is repaired (29 CFR 1910.178(q)(1)). Repairs should be done by authorized personnel.
- Monthly and annual items here are common maintenance practice, not OSHA requirements. Follow your manufacturer's maintenance schedule.
- State plans and your insurer may have additional requirements. Check the current rules that apply to your site.
- This template is provided as-is for reference. Worker Library is not liable for any loss arising from its use. Regulations change, so check the update date on this page.
Forklift Inspection Checklist FAQ
How often does a forklift need to be inspected?
Under OSHA 29 CFR 1910.178(q)(7), a forklift must be examined before it is placed in service, at least once a day. If the truck is used around the clock, it must be examined after each shift. Monthly and annual inspections are set by your maintenance program and the manufacturer.
Who should do the daily forklift inspection?
In most workplaces the trained operator does the daily pre-shift check before using the truck. Repairs and planned maintenance are done by authorized maintenance personnel or a service company.
How long should I keep forklift inspection records?
OSHA 1910.178 does not set a retention period for daily checklists. Many companies keep them for at least a year, and keep maintenance and repair records for the life of the truck. Check your company policy and any state or insurer requirements.
Can I use this checklist for an electric forklift?
Yes. The checklist covers both IC (gas, diesel, LPG) and electric trucks. Lines that apply to only one type are labeled, so you can delete the ones that do not apply.