Looking for Freelance Draftsman Templates to download? See the main templates that a Freelance Draftsman would use in their day-to-day work.
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Freelance Draftsman Templates
Contents
Freelance Draftsman Templates
There is a huge number of templates that someone in the Freelance Draftsman 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 Draftsman. 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. Design Brief Template
3. Construction Drawing Template
4. Bill of Quantities Template
5. Material Specification Template
6. Cost Estimate Template
7. Progress Report Template
8. Meeting Minutes Template
9. Change Order Template
10. Invoice Template
Reports
Reports are often prepared by a Freelance Draftsman 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. Billable Hours Report
3. Revenue and Expenses Report
4. Client Satisfaction Survey Report
5. Material and Equipment Inventory Report
6. Project Cost Analysis Report
7. Quality Control Report
8. Project Schedule Adherence Report
9. Resource Allocation Report
10. Project Profitability 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 Draftsman does and how they do it.
1. Project Initiation SOP
2. Design Development SOP
3. Construction Documentation SOP
4. Quality Control SOP
5. Client Communication SOP
6. Site Visit SOP
7. Drawing Revision SOP
8. File Management SOP
9. Project Closeout SOP
10. Billing and Invoicing SOP
Presentations
Freelance Draftsman 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 Proposal Template
3. Construction Site Analysis Template
4. Technical Drawing Template
5. Client Presentation Template
Legal Docs
There are several key times when a Freelance Draftsman 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. Copyright Assignment Agreement
4. Service Agreement
5. Subcontractor Agreement
Health & Safety Templates
Health & Safety templates for a Freelance Draftsman 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 Draftsman calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Project Calendar
2. Client Meeting Calendar
3. Deadline Calendar
4. Work Schedule Calendar
5. Billing and Invoicing Calendar
Invoice Templates
Several types of Freelance Draftsman invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Drafting Services Invoice
2. Architectural Design Invoice
3. Structural Engineering Invoice
4. CAD Drafting Invoice
5. 3D Modeling Services Invoice
Survey Templates
For a Freelance Draftsman to get insights related to the work they do, they need to send out Freelance Draftsman surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Client Satisfaction Survey
2. Project Feedback Survey
3. Design Preference Survey
4. Construction Site Evaluation Survey
5. Industry Trends Survey
Meeting Agendas
Having premade Freelance Draftsman 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 Draftsman 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 Draftsman 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. Client Satisfaction Dashboard
5. Task Management Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Draftsman 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. Construction Documentation Proposal
3. Structural Analysis Proposal
4. 3D Modeling and Rendering Proposal
5. Renovation and Retrofit 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 Draftsman 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.
