Excavator operation can seem overwhelming at first, but with practice and guidance, it can become second nature. Without proper training, you won’t get the job done as efficiently as you could, you can cause damage to the machine, or both – or worse if you’re not careful, you can create an accident on the job site. We’re going to show you how to operate an excavator safely and effectively by yourself, whether you’re just starting out or want to sharpen your skills.
Learning how to operating excavator involves mastering both basic controls and safety procedures. This comprehensive guide covers everything from starting the machine to controlling the boom and bucket, along with expert tips on efficiency and safety. By following these steps, you’ll be able to operate an excavator with confidence and precision, ensuring optimal performance and safety on the job.
Now that we’ve introduced the importance of operating excavator, let’s dive into the necessary preparations before you begin.

Table of Contents
ToggleWhy is it Important to Know How to Operate Excavator?
Operate Excavators are powerful, versatile machines used in a wide variety of tasks such as digging, lifting, grading, and demolition. Knowing how to operate an excavator correctly isn’t just about getting the work done; it’s also about keeping the job site safe and making sure things run smoothly for everyone else. Incorrect operation can potentially cause accidents or damage to the machine, and it can waste time. With the right skills, an operator can complete the job faster, use less fuel, and extend the life of the equipment.
Importance of Excavators
Excavators are used in industries such as construction, mining, and waste management. They do heavy-duty work like trenching, loading materials, and even demolishing structures. When you know how to operate excavator, you can run these tasks efficiently, saving time and other resources.
Safety
Improper excavator operation can result in accidents. Knowing the right way to operate reduces the risk of accidents such as tipping over, damaging the machine, or hurting someone including yourself.
Efficiency
When you’re properly trained and get the job done correctly, you can finish the job faster and burn less fuel. This leads to better cost-effectiveness for the company using the equipment.
What Preparations Are Needed Before Operating Excavator?
It’s time to start the machine. Refer to the operator’s manual for the pre-start and start-up procedures. Note, too, the procedure for cold days, which will deviate slightly from the standard procedure. Always do a walk-around first and make sure the machine is in shape and ready to run in a safe manner. Let’s get it done and show the boss our skills!
Checking the Excavator’s Condition
Before operating the machine, it is important to check it over to make sure everything works, nothing is hanging off the machine, and nothing seems to be in disrepair. It does not run good if you do not check it over before you start.
- Fluids: Check the oil, hydraulic fluids, and coolant levels. Low fluids can cause overheating and engine or hydraulic damage.
- Tracks or Tires: Make sure your tracks are on tight and do not show too much wear. If you have tires, make sure they look good and do not have a flat.
- Hydraulics: Make sure you don’t have any leaks in the hydraulic lines or hydraulic tank. Anyone who sees a hydraulic leak on anything in any condition should be able to tell you it will only get worse—with time off and money out of your pocket. Do something about it right now. Hydraulic leaks get worse, not better, if you ignore them.
- Battery and Electrical System: Make sure your battery is good and your electrical connections have all of their parts. Also, be sure your lights and your honker work. Now, start ‘er up and show everyone what a great operator you are!
Understanding the Control System
Become familiar with the excavator’s control system, which can vary between makes and models.
- Main Controls: The main controls are the joystick, foot pedals, or control levers you use to operate the machine. These levers move the boom, arm, and bucket so that you can dig holes or lift scoop and dump material.
- Secondary Controls: These include the joystick or pedals for your tracks and any extra features like auxiliary hydraulics you can use to power extra diggers, hammers, or similar.
- Warning Indicators: Be sure to understand your dash (dashboard) and what any warning lights or signals mean, such as overheating, low on diesel or hydraulic fluid, and so on.
How Do You Start an Excavator?
Starting an excavator properly is key to ensuring smooth operation and preventing unnecessary wear or damage to the machine.
What Pre-Start Checks Should Be Done?
Before starting the excavator operation, make sure to conduct a thorough check of the following components:
- Hydraulic System: Make sure the hydraulic fluid is at the correct level and the temperature is within the operating range. You may also want to cycle the various hydraulic controls to make sure everything is working correctly.
- Tracks or Wheels: Check the tracks to make sure they are tensioned properly and look for any signs of wear. Also, make sure the tracks are free of debris or any potential trouble spots.
- Accessories: If you are using any accessories such as a thumb or a grading bucket, make sure they are attached properly and in good working order. Additionally, if the unit is equipped with a Quick Tach system, double check that everything is locked in place and secure.
What Are the Correct Steps for Starting the Excavator?
Here’s a simple, step-by-step guide to starting the excavator:
- Step 1: Insert the key into the ignition and turn it to the “ON” position.
- Step 2: Engage the pre-heat function if you’re starting the machine in cold conditions. This ensures the engine starts smoothly in low temperatures.
- Step 3: Turn the ignition to the “START” position, and let the engine run for a few seconds to ensure it reaches a stable idle speed.
- Step 4: Check the dashboard for any warning lights or alerts, and make sure all systems are functioning properly.
- Step 5: Test the hydraulic system by gently moving the levers. This ensures the fluid is circulating correctly.
What Basic Skills Are Required for Operating Excavator?
Excavator operation requires physical skills and mental skills to know how to run, pick stuff up, dig a hole, or whatever the operation requires.
Why Is Coordination and Focus Critical for Excavator Operation?
The key to mastering this machine is coordination. You’re operating multiple functions on the machine while keeping your eye on the ball for the job you’re doing and looking at your surroundings.
- Hand-eye coordination: You have to be able to move the controls based on what you see happening at the job site. If you need to dig into the earth, you have to be able to move the boom and the bucket as you wring your neck watching the target area wherever you are looking.
- Multitasking: You are using the different controls to steer, dig, lift, travel, and brake the machine. You have to be able to do all those things at the same time.
How to Improve Your Coordination and Reaction Time
Improving coordination takes time, but there are several ways to practice:
- Practice Slow Movements: Start by making slow, deliberate movements with the controls to get used to how the machine reacts to your input.
- Eye Focus: Keep your eyes focused on where you are digging or moving to and maintain a clear line of sight to where you are moving the equipment.
- Practice, Practice, Practice: The more you operate it, the more comfortable you will become and the quicker your hand- eye coordination will become.
How Do You Control the Movement of the Excavator?
Excavators are complex machines, and controlling their movement requires precision. Whether you are driving the excavator forward or backward, or rotating the upper body, understanding the control system is key to maneuvering safely and effectively.
How Do You Drive the Excavator Forward and Backward?
Excavators are complex machines and controlling the movement requires precision. So, whether you’re going forward or backward, or rotating the upper, knowing the control system is critical to operating excavator the machine safely and proficiently.
- Pedals Or Joysticks: Most excavators use either pedals or joysticks to control the movement of the machine. Pedals, usually located on the floor, typically are divided into two separate controls: One is for going forward, and the other is for going backward. You press down on one pedal to go forward and press down on the other to go backward.
- Speed of Movement: Just how fast you go is controlled by how far you push the pedal or joystick. Smaller, more controlled inputs result in a smoother ride, while larger inputs can cause a jerky ride and might be unsafe.
- Forward: To drive the machine forward, push both pedals or move both joysticks forward at the same time as you push them down evenly.
- Reverse: To drive the machine in reverse, just do it exactly like you went forward, only you use the backward pedal and gently ease into going backward.
How Do You Operate Excavator’s Rotating and Steering Systems?
The upper, the part of the Operate excavator that rotates 360 degrees, adds versatility to working in confined areas. The steering system, a joystick or foot pedal, is how you control the tracks of the machine to turn.
- Rotation: To control the upper, use the joystick or rotation pedal. Move the joystick left or right to rotate the upper of the machine right or left. This allows you to work the bucket or boom to the left or right without having to move the entire machine around in order to do so.
- Turning: Like your truck’s steering wheel. Use the steering system to make pretty precise turns. Pushing down on one pedal makes the machine turn. Pushing down on both pedals at the same time makes the machine go straight ahead. In order to make tight turns, gently—very gently—push the pedals down so the tracks or wheels are moving at different speeds, which allows you to steer easier.
How Do You Operate Excavator’s Bucket and Boom?
The second thing you’ll run all day long with Operate excavator is the bucket and the boom. They are the most vital parts of the excavator because that is what digs, lifts, grabs, and does most of the work for you throughout your workday.
How Do You Control the Excavator’s Bucket for Digging?
The bucket is how we grab and pick up and dig in the dirt—the most important thing you’ll use all day long. Here’s how you control it:
- Lift and Lower: Pick up and set down the bucket using the appropriate lever or toggle on the control system. Press down and the bucket lowers; pull back and raise the bucket back up. It raises and lowers where you need it to begin digging.
- Dig into the Ground: Push the lever forward to dig in to start picking up shovel loads of dirt or debris or whatever it is you’re moving. When the bucket is full, pull the joystick back to bring the bucket back to the machine.
- Scoop and Dump: Once you have the bucket full, lift the bucket up and then dump the bucket on the spot where you want your dirt or materials. You move the bucket to the area and then push the lever down to drop the bucket contents.
How Do You Use the Boom for Accurate Digging?
The boom extends the reach of the machine so you can reach farther or dig deeper than you can with just the stick or main arm of the machine. Here’s how to control the boom:
- Boom In and Out: Extend and retract the boom with a separate joystick or lever on your controls. Push it forward, the boom goes out; pull it back, the boom comes in.
- Fine Adjustment: When reaching out more or digging deeper, you’ll use the boom to position the bucket better. You’ll need this skill to manage where you’re digging, so you don’t hit nearby things you don’t want to hit or get the bucket stuck because you were reaching for a deep dig. Remember, practice this maneuver to ensure you are digging exactly where you want every time.
How Can You Improve Excavator Operation Efficiency?
The more efficient you are, the more work you’ll get done, the more money you’ll make, and the more time you’ll save. This efficiency will also save wear and tear and fuel on your machine.
How Can You Use the Control Levers to Improve Efficiency?
You want to push the controls as gently as you can. If you bang the controls around, you’re going to waste time and money on fuel. You’ll get things done faster by using the controls gently and smoothly.
- Smooth: The second thing to practice is controlling your bucket, stick, and tracks with smooth, controlled movements. The slower and more you are in control, the better you’ll do on digging and with your movement.
- No Waste: Things move in the order you want with the speed you want.
- Never Over-Rev: Only run the machine as fast as necessary to get the job done. Running the machine at full speed all the time wastes fuel and puts extra strain on the machine that is unnecessary for most jobs.
How Do You Avoid Overloading the Excavator?
Do Not Overdo It. If you get in a hurry and start banging on things, you can break the machine and your back at the same time.
- Know your limits, number one. Do not do something that will cause you to overload your machine.
- Steady Wins the Race: If you’re trying to pick up something, usually you don’t want to try and pick it all up at once. Lift a little bit, then pick up a little bit more.
What Are the Key Safety Precautions When Operating Excavator?
Safety is paramount when operating heavy machinery. Follow these key safety practices to protect yourself and others.
How Can You Ensure Safe Excavator Operation?
Before starting work, always ensure you’re adhering to safety protocols.
- Seatbelt: Always wear your seatbelt to prevent injury in the event of an accident.
- Safety Checks: Perform all pre-operation checks and make sure the area around the machine is clear of obstructions or personnel.
How Can You Avoid Common Hazards, Such as Overturning?
Keep the load low and close to the machine. Keep the bucket low. Lift your load slowly. If the load you’re carrying is heavy, lift it a little bit off the ground and check to ensure you’ve loaded everything in a balanced manner. If the load is dragging on one side or the other, slowly bring it back down to the ground. Then nudge the bucket’s edge on the heavy side to help redistribute the contents.
How Do You Shut Down the Excavator and Perform Basic Maintenance?
Proper shutdown and maintenance practices help prolong the life of your excavator and prevent unnecessary repairs.
What Are the Correct Steps for Shutting Down the Excavator?
To safely shut down the excavator:
- Step 1: Lower the bucket and boom to the ground.
- Step 2: Turn off the engine and remove the key from the ignition.
- Step 3: Perform a quick visual inspection for any issues that need attention before the next operation.
What Routine Maintenance Is Required for an Excavator?
Routine maintenance should be done regularly to ensure your excavator remains in optimal condition.
- Daily: Inspect fluid levels, check for leaks, and clean the machine.
- Weekly: Tighten loose bolts, check for tire or track wear, and inspect hydraulic hoses.
- Monthly: Lubricate moving parts and check the hydraulic system for any irregularities.
Conclusion
Becoming an expert at operating excavator requires practice, patience, and a commitment to safety. By consistently following best practices, refining your skills, and focusing on efficiency and safety, you’ll quickly become a proficient operator. Continue to educate yourself on new techniques and always maintain your equipment to ensure a successful career in excavation.
Our company specializes in all kinds of second-hand construction machinery. If you have any needs, please feel free to contact me and I will be ready to answer any questions you encounter during operation. email:abby@hixenmachinery.com