Diesel Fitter-Mechanic Templates

Diesel Fitter-Mechanic Templates

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

1. Job Card Template
2. Maintenance Checklist Template
3. Parts Inventory Spreadsheet
4. Work Order Template
5. Equipment Inspection Checklist Template
6. Time Sheet Template
7. Purchase Order Template
8. Service Report Template
9. Safety Inspection Checklist Template
10. Vehicle Maintenance Log Template

Reports

Reports are often prepared by a Diesel Fitter-Mechanic 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 Maintenance Report
2. Parts Inventory Report
3. Work Order Completion Report
4. Equipment Downtime Report
5. Fuel Consumption Report
6. Safety Inspection Report
7. Repair Cost Analysis Report
8. Warranty Claim Report
9. Training and Certification Report
10. Customer Satisfaction Survey 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 Diesel Fitter-Mechanic does and how they do it.

1. Pre-Inspection Checklist
2. Engine Overhaul Procedure
3. Fuel System Maintenance
4. Electrical System Troubleshooting
5. Brake System Repair
6. Transmission Service
7. Cooling System Maintenance
8. Hydraulic System Inspection
9. Preventive Maintenance Schedule
10. Safety Procedures and Guidelines

Presentations

Diesel Fitter-Mechanic 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 Performance Report
2. Equipment Maintenance Checklist
3. Safety Training Presentation
4. Customer Service Satisfaction Review
5. New Technology Implementation Update

Legal Docs

There are several key times when a Diesel Fitter-Mechanic 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. Vehicle Repair and Maintenance Contract Template
3. Liability Waiver Template
4. Purchase Order Template
5. Equipment Rental Agreement Template

Health & Safety Templates

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

1. Job Safety Analysis (JSA) Template
2. Hazard Identification and Risk Assessment (HIRA) Template
3. Personal Protective Equipment (PPE) Inspection Checklist Template
4. Toolbox Talk Template
5. Incident Report Template

Calendars

Setting up Diesel Fitter-Mechanic calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Work Schedule Calendar
2. Maintenance Calendar
3. Training Calendar
4. Equipment Inspection Calendar
5. Parts Inventory Calendar

Invoice Templates

Several types of Diesel Fitter-Mechanic invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Labor Invoice
2. Parts and Materials Invoice
3. Equipment Rental Invoice
4. Maintenance and Repair Invoice
5. Vehicle Inspection Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Equipment Performance Survey
3. Maintenance and Repair Feedback Survey
4. Parts and Supplies Satisfaction Survey
5. Training and Development Evaluation Survey

Meeting Agendas

Having premade Diesel Fitter-Mechanic 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 Team Meeting
2. Safety Meeting
3. Equipment Maintenance Meeting
4. Training and Development Meeting
5. Performance Review Meeting

Budget Templates

To manage finances well, a Diesel Fitter-Mechanic would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Vehicle Maintenance Budget
3. Tool and Equipment Budget
4. Training and Certification Budget
5. Emergency Fund and Savings Budget

Dashboards

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

1. Monthly Performance Dashboard
2. Equipment Maintenance Dashboard
3. Inventory Management Dashboard
4. Work Order Tracking Dashboard
5. Safety Compliance Dashboard

Proposal Templates

For bidding or requesting work, a Diesel Fitter-Mechanic 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. Preventative Maintenance Proposal
2. Engine Overhaul Proposal
3. Hydraulic System Repair Proposal
4. Electrical System Upgrade Proposal
5. Fuel System Cleaning 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 Diesel Fitter-Mechanic 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.