Freelance BIM Modeler Templates

Freelance BIM Modeler Templates

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

1. Project Proposal Template
2. Project Schedule Template
3. Project Budget Template
4. Design Review Template
5. Construction Drawings Template
6. Clash Detection Report Template
7. Quantity Takeoff Template
8. As-Built Documentation Template
9. Change Order Template
10. Project Closeout Template

Reports

Reports are often prepared by a Freelance BIM Modeler 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. Project Progress Report
2. Clash Detection Report
3. Quantity Takeoff Report
4. Model Coordination Report
5. Model Validation Report
6. Model Performance Report
7. Model Quality Assurance Report
8. Model Review Report
9. Model Optimization Report
10. Model Documentation 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 Freelance BIM Modeler does and how they do it.

1. Project Initiation SOP
2. BIM Modeling SOP
3. Clash Detection SOP
4. Coordination Meeting SOP
5. Model Review SOP
6. Quantity Takeoff SOP
7. Documentation SOP
8. Model Updates SOP
9. Deliverable Preparation SOP
10. Project Closeout SOP

Presentations

Freelance BIM Modeler 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. Project Overview Template
2. Design Review Template
3. Construction Progress Template
4. Clash Detection Template
5. As-Built Documentation Template

Legal Docs

There are several key times when a Freelance BIM Modeler 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. Non-Disclosure Agreement (NDA)
2. Independent Contractor Agreement
3. Statement of Work (SOW)
4. Copyright Assignment Agreement
5. Invoice Template

Health & Safety Templates

Health & Safety templates for a Freelance BIM Modeler 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. Safety Meeting Minutes Template
4. Personal Protective Equipment (PPE) Checklist Template
5. Emergency Evacuation Plan Template

Calendars

Setting up Freelance BIM Modeler calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Project Schedule Calendar
2. Client Meeting Calendar
3. Deadline Tracker Calendar
4. Workload Management Calendar
5. Personal Time Off Calendar

Invoice Templates

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

1. Monthly BIM Modeling Services Invoice
2. Design and Drafting Services Invoice
3. 3D Rendering and Visualization Services Invoice
4. Project Coordination and Collaboration Services Invoice
5. As-Built Documentation Services Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Project Feedback Survey
3. Team Collaboration Survey
4. Software and Tools Evaluation Survey
5. Industry Trends and Insights Survey

Meeting Agendas

Having premade Freelance BIM Modeler 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. Design Review Meeting
3. Coordination Meeting
4. Progress Update Meeting
5. Client Presentation Meeting

Budget Templates

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

1. Income Budget Template
2. Expense Budget Template
3. Project Budget Template
4. Savings Budget Template
5. Tax Budget Template

Dashboards

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

1. Project Progress Dashboard
2. Resource Allocation Dashboard
3. Quality Control Dashboard
4. Financial Performance Dashboard
5. Client Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Freelance BIM Modeler 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. “Architectural Design Proposal”
2. “Structural Analysis Proposal”
3. “Mechanical Systems Proposal”
4. “Electrical Systems Proposal”
5. “Construction Documentation 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 Freelance BIM Modeler 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.