Freelance Building Information Modeler Templates

Looking for Freelance Building Information Modeler Templates to download? See the main templates that a Freelance Building Information Modeler would use in their day-to-day work.

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Freelance Building Information Modeler Templates

There is a huge number of templates that someone in the Freelance Building Information 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 Building Information 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. Scope of Work Template
3. Project Schedule Template
4. BIM Execution Plan Template
5. Clash Detection Report Template
6. Quantity Takeoff Template
7. 3D Model Template
8. Construction Drawing Template
9. As-Built Documentation Template
10. Project Closeout Report Template


Reports are often prepared by a Freelance Building Information 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 Visualization Report
10. Model Documentation Report


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 Building Information Modeler does and how they do it.

1. Project Initiation SOP
2. Client Communication SOP
3. Data Collection SOP
4. Model Creation SOP
5. Quality Control SOP
6. Collaboration SOP
7. Model Review SOP
8. Documentation SOP
9. Project Delivery SOP
10. Project Closure SOP


Freelance Building Information 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 Progress Report Template
2. Design Review Presentation Template
3. Construction Coordination Meeting Template
4. BIM Implementation Plan Template
5. Client Presentation Template

Legal Docs

There are several key times when a Freelance Building Information 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. Service Agreement
4. Copyright Assignment Agreement
5. Liability Waiver Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Building Information 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. Equipment Inspection Checklist Template
5. Emergency Evacuation Plan Template


Setting up Freelance Building Information 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 Building Information Modeler invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Design Services Invoice
2. Construction Documentation Invoice
3. 3D Modeling and Rendering Invoice
4. Clash Detection and Coordination Invoice
5. As-Built Documentation Invoice

Survey Templates

For a Freelance Building Information Modeler to get insights related to the work they do, they need to send out Freelance Building Information 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 Evaluation Survey
5. Industry Trends Survey

Meeting Agendas

Having premade Freelance Building Information 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. Project Close-out Meeting

Budget Templates

To manage finances well, a Freelance Building Information 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 are a useful way for a Freelance Building Information 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. Financial Performance Dashboard
4. Quality Control Dashboard
5. Client Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Building Information 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. BIM Implementation Proposal
2. 3D Modeling Proposal
3. Clash Detection Proposal
4. Construction Documentation Proposal
5. As-Built Modeling 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 Building Information 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.

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