Freelance Customer Support Software Tester Templates
There is a huge number of templates that someone in the Freelance Customer Support Software Tester 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 Customer Support Software Tester. 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 Test Plan
2. Bug Report Template
3. Test Case Template
4. Test Summary Report
5. User Acceptance Testing Template
6. Customer Support Ticket Template
7. Knowledge Base Article Template
8. Customer Feedback Survey Template
9. Weekly Progress Report Template
10. Training Manual Template
Reports
Reports are often prepared by a Freelance Customer Support Software Tester 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 Bug Report
2. Customer Satisfaction Report
3. User Feedback Report
4. Performance Metrics Report
5. Feature Usage Report
6. Test Coverage Report
7. Test Execution Report
8. Defect Analysis Report
9. Test Environment Report
10. Test Case Execution 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 Customer Support Software Tester does and how they do it.
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Presentations
Freelance Customer Support Software Tester 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 Performance Report
2. Bug Tracking and Analysis
3. User Feedback and Suggestions
4. Training and Onboarding Presentation
5. Customer Support Metrics and Trends
Legal Docs
There are several key times when a Freelance Customer Support Software Tester 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 Level Agreement (SLA)
3. Software Testing Agreement
4. Independent Contractor Agreement
5. Confidentiality Agreement
Health & Safety Templates
Health & Safety templates for a Freelance Customer Support Software Tester 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. Health and Safety Training Record Template
Calendars
Setting up Freelance Customer Support Software Tester calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Task Calendar
2. Bug Tracking Calendar
3. Test Execution Calendar
4. Customer Support Calendar
5. Project Milestone Calendar
Invoice Templates
Several types of Freelance Customer Support Software Tester invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Testing Services Invoice
2. Bug Fixing and Troubleshooting Invoice
3. User Interface Testing Invoice
4. Software Integration Testing Invoice
5. Quality Assurance Testing Invoice
Survey Templates
For a Freelance Customer Support Software Tester to get insights related to the work they do, they need to send out Freelance Customer Support Software Tester surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Product Feedback Survey
3. User Experience Survey
4. Technical Support Survey
5. Feature Request Survey
Meeting Agendas
Having premade Freelance Customer Support Software Tester 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. Monthly Team Meeting
2. Weekly Project Update Meeting
3. Bi-weekly Client Feedback Meeting
4. Monthly Performance Review Meeting
5. Quarterly Strategy Planning Meeting
Budget Templates
To manage finances well, a Freelance Customer Support Software Tester would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expenses Template
2. Project Budget Template
3. Savings and Investment Tracker Template
4. Monthly Bill Payment Tracker Template
5. Annual Budget Forecast Template
Dashboards
Dashboards are a useful way for a Freelance Customer Support Software Tester to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Monthly Performance Dashboard
2. Customer Satisfaction Dashboard
3. Bug Tracking Dashboard
4. User Activity Dashboard
5. Support Ticket Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Customer Support Software Tester 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 Performance Analysis Proposal
2. User Experience Enhancement Proposal
3. Bug Fixing and Quality Assurance Proposal
4. New Feature Implementation Proposal
5. Customer Support Training and 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 Customer Support Software Tester 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.