Cabinet Maker Templates

Cabinet Maker Templates

There is a huge number of templates that someone in the Cabinet Maker 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 Cabinet Maker. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Work Order Template
2. Material Inventory Spreadsheet
3. Project Budget Template
4. Purchase Order Template
5. Customer Invoice Template
6. Employee Time Sheet Template
7. Safety Inspection Checklist Template
8. Equipment Maintenance Log Template
9. Project Proposal Template
10. Sales Quote Template

Reports

Reports are often prepared by a Cabinet Maker 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 Sales Report
2. Inventory Report
3. Production Efficiency Report
4. Cost Analysis Report
5. Customer Satisfaction Report
6. Quality Control Report
7. Employee Performance Report
8. Equipment Maintenance Report
9. Safety Compliance Report
10. Financial Statement 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 Cabinet Maker does and how they do it.

1. Cabinet assembly SOP
2. Cabinet installation SOP
3. Cabinet finishing SOP
4. Cabinet repair SOP
5. Material cutting SOP
6. Hardware installation SOP
7. Quality control SOP
8. Safety procedures SOP
9. Inventory management SOP
10. Customer service SOP

Presentations

Cabinet Maker 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 Sales Report
2. Project Progress Update
3. Client Presentation
4. Supplier Evaluation
5. Team Training Session

Legal Docs

There are several key times when a Cabinet Maker 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. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Purchase Order Template
4. Invoice Template
5. Liability Waiver Template

Health & Safety Templates

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

1. Incident Report Template
2. Hazard Identification Checklist Template
3. Safety Meeting Minutes Template
4. Personal Protective Equipment (PPE) Inspection Checklist Template
5. Machinery Maintenance Log Template

Calendars

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

1. Production Calendar
2. Delivery Schedule
3. Installation Calendar
4. Maintenance Calendar
5. Project Planning Calendar

Invoice Templates

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

1. Monthly Cabinet Installation Invoice
2. Custom Cabinet Design Invoice
3. Cabinet Repair and Maintenance Invoice
4. Material and Supply Invoice
5. Cabinet Refinishing and Restoration Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Quality Survey
3. Service Feedback Survey
4. Employee Performance Survey
5. Market Research Survey

Meeting Agendas

Having premade Cabinet Maker 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 Production Meeting
2. Sales and Marketing Strategy Meeting
3. Supply Chain and Inventory Management Meeting
4. Quality Control and Inspection Meeting
5. Employee Training and Development Meeting

Budget Templates

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

1. Income and Expense Tracker
2. Material Cost Tracker
3. Labor Cost Tracker
4. Equipment Maintenance Tracker
5. Project Budget Tracker

Dashboards

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

1. Sales Performance Dashboard
2. Inventory Management Dashboard
3. Production Efficiency Dashboard
4. Customer Satisfaction Dashboard
5. Financial Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Cabinet Maker 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. Custom Kitchen Cabinet Proposal
2. Bathroom Vanity Proposal
3. Built-in Bookshelf Proposal
4. Wardrobe Closet Proposal
5. Home Office Desk 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 Cabinet Maker 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.