Quick answer
Arrange safe unloading first, document arrival condition and match the machine and packages to the handover file. Have a qualified technician complete the checks needed before operation and set maintenance from the correct manual and available history. Do not apply a universal first-service interval to every used excavator. Send me any discrepancy promptly with the machine reference, clear photographs and the relevant delivery record.
Key takeaways
- Plan unloading before the truck or shipment arrives.
- Record arrival condition before cleaning or repair.
- Reconcile the machine, attachment and package list.
- Resolve transport preparation before operating.
- Set service work from the manual and actual history.
1. Prepare the receiving location and unloading team
Confirm access, a suitable working area and the competent people and equipment needed for unloading. Follow the carrier's and machine's requirements; do not improvise lifting points or remove restraints without the responsible team's procedure. If components travel separately, have an assembly plan ready. Our handover information can help your team identify the shipment, but the destination site and unloading operation must be assessed by the people responsible there.
2. Photograph and reconcile the arrival condition
Before cleaning or starting repairs, record overall views and any visible damage, missing item or leakage. Match machine identification, bucket and packages with the agreed documents. Preserve packaging labels and transport records that may be needed to investigate a discrepancy. Use factual descriptions and original photographs. Inform the relevant seller, carrier or insurer promptly under the agreed terms; reporting something does not by itself establish which party is responsible.
3. Check what was changed for transport
Ask a qualified technician to reconcile transport preparation with the machine's operating condition. Detached components, disconnected items or protective materials may need specific attention before use. Verify that the agreed attachments and safety-related items are properly fitted using the correct procedures. Do not start the machine simply because it drove onto transport earlier. Keep the handover list available so the team knows what was removed, packed separately or left for destination reassembly.
4. Set a baseline from the manual and records
Use the installed engine, machine serial information and available service history to identify correct fluids, filters and maintenance requirements. Record uncertain items for the technician to resolve. Caterpillar's condition-monitoring approach combines history with current inspection; it is a useful reason to avoid choosing service work from age alone. A universal instruction to change every fluid at a fixed number of hours after purchase can conflict with the actual machine's requirements.
Sources for this section:[1]
5. Keep the first authorised operating observations
Once the machine is cleared for operation, have a trained operator follow the manual and record any warnings or abnormal behaviour. If a concerning symptom appears, stop as required and obtain professional assessment rather than continuing to prove the machine works. Where an oil-analysis programme is appropriate, use documented sampling and interpretation. Komatsu explains how oil and wear analysis supports maintenance decisions; a baseline sample belongs in an ongoing record, not a blanket guarantee.
Sources for this section:[2]
6. Start one service file for the machine
Keep arrival photographs, meter display, completed checks, fluids used, part numbers and the technician's next maintenance actions together. Record dates and readings as observed without creating missing historical hours. Send me specific questions with the machine link and the supporting record so we can review them efficiently. A clear receiving file helps your own operators and workshop continue from the same baseline and makes later maintenance decisions easier to trace.
References
- Condition Monitoring ↗Caterpillar · Accessed 2026-10-28
- Komatsu Oil and Wear Analysis ↗Komatsu · Accessed 2026-10-28
Editorial standard: Updated 2026-10-28. This guide separates general process guidance from machine-specific facts. Confirm the current inventory ID, machine evidence, inspection scope, carrier quotation and destination requirements before making a transaction decision. Read our editorial and verification standard.