Building Custodian Templates

Building Custodian Templates

There is a huge number of templates that someone in the Building Custodian role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Building Custodian. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Cleaning Schedule
2. Inventory Checklist
3. Work Order Request Form
4. Equipment Maintenance Log
5. Safety Inspection Checklist
6. Cleaning Supply Requisition Form
7. Incident Report Form
8. Time and Attendance Sheet
9. Budget Tracking Spreadsheet
10. Staff Training Record

Reports

Reports are often prepared by a Building Custodian to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Cleaning Checklist Report
2. Inventory Report
3. Maintenance Request Report
4. Work Order Completion Report
5. Equipment Inspection Report
6. Safety Inspection Report
7. Energy Consumption Report
8. Pest Control Report
9. Waste Management Report
10. Budget Expenditure Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Building Custodian does and how they do it.

1. Daily Cleaning Checklist
2. Restroom Cleaning Procedure
3. Floor Maintenance SOP
4. Waste Management Protocol
5. Equipment Maintenance Guidelines
6. Safety and Hazardous Materials SOP
7. Emergency Response Plan
8. Inventory Management Procedure
9. Pest Control Protocol
10. Building Security Guidelines

Presentations

Building Custodian presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Cleaning Report
2. Equipment Maintenance Summary
3. Safety Training Presentation
4. Budget Review Presentation
5. Building Inspection Findings

Legal Docs

There are several key times when a Building Custodian needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Maintenance Agreement Template
2. Work Order Template
3. Incident Report Template
4. Safety Inspection Checklist Template
5. Equipment Maintenance Log Template

Health & Safety Templates

Health & Safety templates for a Building Custodian ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Monthly Safety Inspection Checklist
2. Hazard Communication Program Template
3. Personal Protective Equipment (PPE) Assessment Form
4. Emergency Action Plan Template
5. Workplace Violence Prevention Policy Template

Calendars

Setting up Building Custodian calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Cleaning Schedule
2. Equipment Maintenance Calendar
3. Staff Shift Rotation Calendar
4. Inventory Management Calendar
5. Building Inspection Calendar

Invoice Templates

Several types of Building Custodian invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Cleaning Services Invoice
2. Equipment Repair and Maintenance Invoice
3. Supplies and Inventory Invoice
4. Special Projects and Renovations Invoice
5. Utility and Energy Usage Invoice

Survey Templates

For a Building Custodian to get insights related to the work they do, they need to send out Building Custodian surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Monthly Cleaning Satisfaction Survey
2. Equipment Maintenance Feedback Survey
3. Safety and Security Assessment Survey
4. Customer Service Evaluation Survey
5. Inventory and Supplies Feedback Survey

Meeting Agendas

Having premade Building Custodian meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Staff Meeting
2. Safety Training Meeting
3. Equipment Maintenance Meeting
4. Budget Review Meeting
5. Client Feedback Meeting

Budget Templates

To manage finances well, a Building Custodian would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Equipment Maintenance Budget Template
3. Cleaning Supplies Budget Template
4. Repair and Replacement Budget Template
5. Staffing and Labor Budget Template

Dashboards

Dashboards are a useful way for a Building Custodian to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Monthly Cleaning Checklist Dashboard
2. Equipment Maintenance Dashboard
3. Inventory Management Dashboard
4. Work Order Tracking Dashboard
5. Staff Performance Dashboard

Proposal Templates

For bidding or requesting work, a Building Custodian needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Cleaning Proposal
2. Equipment Maintenance Proposal
3. Supplies Replenishment Proposal
4. Facility Repair Proposal
5. Safety Inspection Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Building Custodian templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.