Freelance Civil Engineer Templates

Freelance Civil Engineer Templates

There is a huge number of templates that someone in the Freelance Civil Engineer 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 Civil Engineer. 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. Cost Estimation Spreadsheet
3. Project Schedule Template
4. Site Inspection Checklist
5. Technical Report Template
6. Construction Drawing Template
7. Material Specifications Spreadsheet
8. Change Order Request Template
9. Progress Payment Invoice Template
10. Project Closeout Checklist

Reports

Reports are often prepared by a Freelance Civil Engineer 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. Cost Analysis Report
3. Quality Assurance Report
4. Risk Assessment Report
5. Construction Schedule Report
6. Material Inventory Report
7. Site Inspection Report
8. Design Review Report
9. Client Meeting Minutes Report
10. Change Order 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 Civil Engineer does and how they do it.

1. Project Initiation SOP
2. Site Assessment SOP
3. Design Development SOP
4. Structural Analysis SOP
5. Construction Planning SOP
6. Quality Control SOP
7. Risk Management SOP
8. Project Documentation SOP
9. Client Communication SOP
10. Project Closure SOP

Presentations

Freelance Civil Engineer 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. Technical Design Presentation Template
3. Construction Site Safety Presentation Template
4. Cost Estimation and Budgeting Template
5. Client Proposal Presentation Template

Legal Docs

There are several key times when a Freelance Civil Engineer 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. Scope of Work Template
4. Change Order Template
5. Invoice Template

Health & Safety Templates

Health & Safety templates for a Freelance Civil Engineer 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. Toolbox Talk Template
5. Emergency Response Plan Template

Calendars

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

1. Project Schedule Calendar
2. Meeting and Appointment Calendar
3. Task and Deadline Calendar
4. Billing and Invoicing Calendar
5. Personal Time and Vacation Calendar

Invoice Templates

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

1. Monthly Engineering Services Invoice
2. Project Management Invoice
3. Design and Drafting Services Invoice
4. Site Inspection and Supervision Invoice
5. Consultation and Advisory Services Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Project Evaluation Survey
3. Team Performance Survey
4. Construction Site Safety Survey
5. Technical Skills Assessment Survey

Meeting Agendas

Having premade Freelance Civil Engineer 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. Construction Coordination Meeting
5. Client Feedback Meeting

Budget Templates

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

1. Project Progress Dashboard
2. Financial Performance Dashboard
3. Resource Allocation Dashboard
4. Risk Management Dashboard
5. Client Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Civil Engineer 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. Structural Analysis Proposal
3. Construction Management Proposal
4. Environmental Impact Assessment Proposal
5. Cost Estimation 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 Civil Engineer 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.