Purchasing a forklift is a bigger decision than most businesses realise. Get it right and you’ve got a reliable workhorse that earns its keep for some time. Get it wrong and you’re struck with a forklift that doesn’t suit your site, digs into your costs, or spends more time in the workshop than in operation.
Whether you’re buying for the first time or replacing ageing kit, this guide walks you through everything you need to think about before signing anything.
Step 1: Work out what you actually need the forklift to do
Before you start looking at specifications or price lists, get clear on the basics. This sounds obvious, but plenty of businesses skip this step and end up with the wrong forklift.
Ask yourself these important questions:
What loads will it be lifting?
Think about the maximum weight you’ll need to carry on a regular basis, not just occasionally. It’s also worth factoring in any awkward or oversized loads that could affect the centre of gravity.
How high does it need to reach?
The lift height you need will determine the mast configuration. A standard warehouse will need something different to a high racking system.
Where will it be working?
Indoor use, outdoor use, or both? Smooth concrete floors are very different from uneven surfaces, and the type of tyres and drive system matters.
How tight are the spaces?
Aisle widths and turning circles vary a lot between different forklift types. A counterbalance forklift needs more room than a reach forklift, for example.
Step 2: Choose the Right Type of Forklift
Once you know what the machine needs to do, you can start narrowing down the type. The most common options you’ll come across are:
Counterbalance Forklifts: These are the standard choice for most businesses. They’re versatile, easy to operate, and work well both indoors and out. If you’re not sure where to start, this is usually it.
Reach Trucks: These forklifts are built for narrow aisle work and high racking. They sacrifice outdoor ability for precision and height, which makes them a staple in busy warehouses.
Pallet Trucks: These handle ground-level loads in tight spaces. Powered versions can cover a lot of ground quickly and are great for loading bays and distribution.
Telehandlers: These offer extended reach and are more commonly seen in construction, agriculture, and outdoor environments.
Cherry Pickers & Scissor Lifts: These are worth considering if you also need to get people up to height, not just lift loads.
The type you need will become obvious once you’ve completed step 1 properly.
Step 3: Select the Right Power Source
The working environment will heavily influence your choice of power source.
- Electric: ideal for indoor use. They’re quieter, produce zero emissions and typically have lower running costs.
- Diesel: best suited for outdoor, heavy-duty applications where power and durability are essential.
- LPG: a versatile option that can be used both indoors (with ventilation) and outdoors.
Electric forklifts are becoming increasingly popular due to efficiency and environmental benefits, but the right choice depends entirely on your workload and the environment.
Step 4: Determine the Correct Capacity and Specifications
Getting the specifications right is critical, not only for performance but also for safety.
Key factors include:
- Load capacity: always allow a margin above your typical load weight
- Lift height: ensure it meets your maximum storage requirements
- Load centre: affects how weight is distributed and handled
- Tyres: cushion tyres for indoor use, pneumatic for outdoor environments
It’s also worth noting that attachments (such as clamps or fork extensions) can reduce the effective lifting capacity, so these need to be factored in from the start.
Step 5: Decide Between New and Used
One of the biggest decisions when looking for a forklift for sale is whether to buy new or used.
New forklifts:
- Have the latest technology and features
- Come with a manufacturer warranty
- Have a lower risk of breakdown
Used forklifts:
- Have a lower upfront cost
- Provide a faster return on your investment
- Are ideal for lighter or occasional use
If you’re considering used equipment, you should always check the overall condition of the forklift, look into the maintenance and service history, check the battery health on electric models and inspect it for signs of wear or leaks.
When considering second-hand models, buying from a reputable dealer is key to ensuring its reliability.
Step 6: Set Your Budget (Think Beyond the Purchase Price)
The purchase price is only part of the overall cost when buying a forklift. You also need to consider:
- Ongoing maintenance and servicing
- Fuel or electricity costs
- Replacement parts
- Operator training
A cheaper upfront price on a forklift isn’t always the most cost-effective option in the long run. Focus on the total cost of ownership and how the truck will perform over time.
Step 7: Compare Suppliers Carefully
Where you buy your forklift from matters just as much as what forklift you buy. A trusted supplier should offer:
- A range of forklifts suited to different applications
- Transparent advice based on your needs
- Warranty options
- Ongoing servicing and support
Buying from a specialist dealer also gives you peace of mind that the equipment has been properly inspected and prepared.
Step 8: Inspect and Test Before You Buy
If possible, always inspect the forklift before committing, especially when buying second-hand models. Look for:
- Smooth lifting and lowering
- No unusual noises or vibrations
- Signs of oil leaks or excessive wear
- Responsive controls
A test drive or professional inspection can help you avoid unexpected issues after purchase.
Step 9: Plan for Delivery, Training and Ongoing Support
Once you’ve chosen your forklift, there are still a few final steps to consider:
- Delivery and on-site setup
- Ensuring operators are properly trained
- Arranging regular servicing and maintenance
A forklift isn’t just a one-off purchase, it’s an ongoing part of your operation. Having the right support in place makes a big difference over time.
Final Thoughts
Buying a forklift doesn’t have to be complicated. By focusing on your requirements, choosing the right type and specification, and working with a reliable supplier, you can make a confident and cost-effective decision.
If you’re currently looking for a forklift for sale, taking a structured approach like this ensures you invest in equipment that will continue to be reliable and effective for years to come.
For expert advice or to explore available stock, get in touch with the team at BJB Lift Trucks.