Engineering Surveyor Templates

There is a huge number of templates that someone in the Engineering Surveyor 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 Engineering Surveyor. 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 Survey Report
2. Equipment Calibration Log
3. Field Data Collection Sheet
4. Project Progress Tracker
5. Site Inspection Checklist
6. Survey Data Analysis Spreadsheet
7. Risk Assessment Form
8. Survey Request Form
9. Survey Cost Estimate Template
10. Survey Quality Control Checklist

Reports

Reports are often prepared by a Engineering Surveyor 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 Project Progress Report
2. Equipment Utilization Report
3. Survey Data Analysis Report
4. Quality Control Report
5. Safety Incident Report
6. Cost Analysis Report
7. Resource Allocation Report
8. Client Satisfaction Report
9. Environmental Impact Report
10. Risk Assessment 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 Engineering Surveyor does and how they do it.

1. Site Inspection SOP
2. Equipment Calibration SOP
3. Data Collection SOP
4. Topographic Survey SOP
5. Construction Layout SOP
6. Boundary Survey SOP
7. GPS Survey SOP
8. Leveling Survey SOP
9. As-Built Survey SOP
10. Quality Control SOP

Presentations

Engineering Surveyor 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 Project Progress Report
2. Engineering Survey Data Analysis
3. Client Presentation on Survey Findings
4. Technical Training Workshop
5. Annual Engineering Survey Review

Legal Docs

There are several key times when a Engineering Surveyor 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. Contract Agreement Template
2. Non-Disclosure Agreement Template
3. Liability Waiver Template
4. Project Proposal Template
5. Change Order Template

Health & Safety Templates

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

1. Incident Report Template
2. Risk Assessment Template
3. Toolbox Talk Template
4. Safety Inspection Checklist Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

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

1. Project Schedule Calendar
2. Site Inspection Calendar
3. Equipment Maintenance Calendar
4. Team Meeting Calendar
5. Client Meeting Calendar

Invoice Templates

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

1. Monthly Engineering Survey Services Invoice
2. Equipment Rental Invoice
3. Travel and Accommodation Expenses Invoice
4. Additional Labor and Overtime Invoice
5. Project Management and Consultation Invoice

Survey Templates

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

1. Customer Satisfaction Survey: This survey is used to gather feedback from clients on the quality of service provided by the engineering firm.
2. Employee Engagement Survey: This survey is used to measure the level of engagement and satisfaction of employees working in the engineering firm.
3. Project Evaluation Survey: This survey is used to evaluate the success of a completed project and gather feedback from clients on the quality of work done.
4. Market Research Survey: This survey is used to gather information on the current market trends and demands in the engineering industry.
5. Training Needs Assessment Survey: This survey is used to identify the training needs of employees in the engineering firm and to develop training programs accordingly

Meeting Agendas

Having premade Engineering Surveyor 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. Project Kick-off Meeting
2. Progress Review Meeting
3. Design Review Meeting
4. Stakeholder Meeting
5. Safety and Risk Assessment Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income Tracking Template
3. Project Budget Template
4. Travel Expense Template
5. Equipment and Supplies Budget Template

Dashboards

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

1. Project Progress Dashboard
2. Equipment Utilization Dashboard
3. Quality Control Dashboard
4. Safety Compliance Dashboard
5. Cost Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Engineering Surveyor 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 Equipment Upgrade Proposal
2. Construction Site Safety Proposal
3. Land Surveying Project Proposal
4. Geotechnical Investigation Proposal
5. Infrastructure Development 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 Engineering Surveyor 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.

Engineering Surveyor Templates