Playbooks, templates, checklists, and field-tested guidance for teams managing maintenance, vendors, budgets, compliance, and multiple locations.
From asset inventory and service intervals to technician workflows and completion tracking, this guide walks through a practical preventive maintenance program from the ground up.
Start with the problem that's sitting on your desk right now.
Budgeting, NTE controls, invoice oversight and reducing surprise spend.
Asset strategy, schedules, checklists and preventive maintenance execution.
Vendor selection, performance, rates, compliance and relationships.
Documentation, inspections, insurance records and compliance.
Standardize operations as locations grow without adding administrative chaos.
Practical applications of AI for facilities teams — without the hype.
Deep dives for the questions facilities teams are solving every day.
11 min guide
A practical framework for assets, intervals, ownership and execution.
9 min guide
The metrics, cadence, and conversations that keep vendors accountable.
12 min guide
Forecast spend, set NTE limits, and leave room for the unexpected.
Templates & Tools
Useful tools your facilities team can take back to work today.
Excel / Google Sheets · Get template
Excel / Google Sheets · Get template
Excel · Get template
PDF / Excel · Get template
PDF · Get template
PDF · Get template
Practical lessons and conversations with facilities leaders about the problems you don't learn from a software manual.
A quick path into the most useful topics across maintenance, vendors, operations and technology.
AI + Facilities · 10 min
Operations · 10 min
Technology · 10 min
Preventive Maintenance · 10 min
Multi-Location Ops · 10 min
See how LeanSite turns these processes into one system across work orders, assets, vendors, budgets and locations