Diesel Service Technician Templates

Diesel Service Technician Templates

There is a huge number of templates that someone in the Diesel Service Technician 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 Service Technician. 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. Parts Inventory Spreadsheet
3. Maintenance Checklist Template
4. Service Report Template
5. Time Tracking Spreadsheet
6. Vehicle Inspection Checklist Template
7. Repair Estimate Template
8. Equipment Maintenance Log Template
9. Service Invoice Template
10. Safety Inspection Checklist Template

Reports

Reports are often prepared by a Diesel Service Technician 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. Parts Inventory Report
3. Service Order Report
4. Labor Hours Report
5. Warranty Claims Report
6. Equipment Maintenance Report
7. Customer Satisfaction Report
8. Fuel Consumption Report
9. Vehicle Inspection Report
10. Safety Compliance 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 Service Technician does and how they do it.

1. Pre-Inspection Checklist
2. Engine Diagnostic Procedure
3. Fuel System Maintenance
4. Cooling System Flush
5. Transmission Service
6. Brake System Inspection
7. Electrical System Troubleshooting
8. Exhaust System Repair
9. Suspension and Steering Alignment
10. Preventive Maintenance Schedule

Presentations

Diesel Service Technician 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. Customer Service Satisfaction Analysis
3. Training and Development Program Overview
4. Equipment Maintenance and Repair Summary
5. Safety and Compliance Review

Legal Docs

There are several key times when a Diesel Service Technician 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. Service Agreement Template
2. Non-Disclosure Agreement Template
3. Liability Waiver Template
4. Employment Contract Template
5. Invoice Template

Health & Safety Templates

Health & Safety templates for a Diesel Service Technician 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. Lockout/Tagout Procedure Template

Calendars

Setting up Diesel Service Technician 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. Parts Inventory Calendar
5. Vehicle Inspection Calendar

Invoice Templates

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

1. Monthly Parts Invoice
2. Labor Invoice
3. Equipment Rental Invoice
4. Maintenance and Repair Invoice
5. Warranty Service Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Equipment Performance Survey
3. Service Quality Survey
4. Technician Training Needs Survey
5. Parts and Inventory Feedback Survey

Meeting Agendas

Having premade Diesel Service Technician 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. Training and Development Meeting
4. Performance Review Meeting
5. Customer Service Meeting

Budget Templates

To manage finances well, a Diesel Service Technician 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 Budget

Dashboards

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

1. Service Order Dashboard
2. Parts Inventory Dashboard
3. Technician Productivity Dashboard
4. Customer Satisfaction Dashboard
5. Revenue and Profitability Dashboard

Proposal Templates

For bidding or requesting work, a Diesel Service Technician 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 Maintenance Proposal
2. Engine Repair Proposal
3. Fuel System Upgrade Proposal
4. Transmission Overhaul Proposal
5. Electrical System Diagnostic 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 Service Technician 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.