Freelance CAD Technician Templates

There is a huge number of templates that someone in the Freelance CAD 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 Freelance CAD 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. Project Proposal Template
2. CAD Drawing Template
3. Bill of Materials Template
4. Project Schedule Template
5. Engineering Change Order Template
6. Material Specification Template
7. Cost Estimate Template
8. Technical Report Template
9. Quality Control Checklist Template
10. Project Invoice Template

Reports

Reports are often prepared by a Freelance CAD 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. Project Status Report
2. Time Tracking Report
3. Invoice Report
4. Revenue Report
5. Expense Report
6. Profit and Loss Report
7. Client Report
8. Task Completion Report
9. Quality Control Report
10. Resource Utilization 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 CAD Technician does and how they do it.

1. CAD Software Installation and Setup
2. CAD Drawing Creation and Editing
3. CAD File Management and Organization
4. CAD Standards and Guidelines Compliance
5. CAD Drafting and Detailing Techniques
6. CAD 3D Modeling and Rendering
7. CAD Dimensioning and Annotation
8. CAD Plotting and Printing
9. CAD File Conversion and Export
10. CAD Troubleshooting and Technical Support

Presentations

Freelance CAD 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. Engineering Project Overview
2. Architectural Design Proposal
3. 3D Model Presentation
4. Technical Drawing Review
5. Construction Progress Report

Legal Docs

There are several key times when a Freelance CAD 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. Non-Disclosure Agreement (NDA)
2. Service Agreement
3. Intellectual Property Assignment Agreement
4. Independent Contractor Agreement
5. Invoice Template

Health & Safety Templates

Health & Safety templates for a Freelance CAD Technician 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 Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

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

1. Monthly Project Calendar
2. Client Meeting Calendar
3. Task and Deadline Calendar
4. Work Schedule Calendar
5. Personal Time Off Calendar

Invoice Templates

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

1. Monthly CAD Design Services Invoice
2. Engineering Consultation Invoice
3. Architectural Drafting Invoice
4. 3D Modeling and Rendering Invoice
5. CAD Conversion and Drafting Services Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Project Feedback Survey
3. Design Preference Survey
4. CAD Software Evaluation Survey
5. Industry Trends Survey

Meeting Agendas

Having premade Freelance CAD 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. Project Kick-off Meeting
2. Design Review Meeting
3. Progress Update Meeting
4. Client Feedback Meeting
5. Project Closure Meeting

Budget Templates

To manage finances well, a Freelance CAD Technician 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 CAD Technician to monitor business performance and they can be set up as static documents or dynamic online documents/views.

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

Proposal Templates

For bidding or requesting work, a Freelance CAD 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. Preliminary Design Proposal
2. 3D Modeling and Rendering Proposal
3. Structural Analysis Proposal
4. Construction Documentation Proposal
5. As-Built Drawings 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 CAD 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.

Freelance CAD Technician Templates