Freelance Mechanical Engineer Templates

Freelance Mechanical Engineer Templates

There is a huge number of templates that someone in the Freelance Mechanical 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 Mechanical 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. Engineering Design Template
3. Technical Report Template
4. Bill of Materials Template
5. Cost Estimation Template
6. Project Schedule Template
7. Equipment Specification Template
8. Test Plan Template
9. Failure Analysis Template
10. Project Budget Template

Reports

Reports are often prepared by a Freelance Mechanical 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. Equipment Maintenance Report
5. Material Inventory Report
6. Safety Compliance Report
7. Design Review Report
8. Client Satisfaction Report
9. Resource Allocation Report
10. Financial Performance 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 Mechanical Engineer does and how they do it.

1. Project Initiation SOP
2. Design and Analysis SOP
3. Prototype Development SOP
4. Testing and Validation SOP
5. Documentation and Reporting SOP
6. Quality Control SOP
7. Project Management SOP
8. Client Communication SOP
9. Supplier Coordination SOP
10. Continuous Improvement SOP

Presentations

Freelance Mechanical 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. Engineering Analysis Template
4. Client Proposal Template
5. Engineering Conference Presentation Template

Legal Docs

There are several key times when a Freelance Mechanical 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. Non-Disclosure Agreement (NDA)
2. Independent Contractor Agreement
3. Intellectual Property Assignment Agreement
4. Statement of Work (SOW)
5. Consulting Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Mechanical 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. Emergency Response Plan Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

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

1. Project Schedule Calendar
2. Meeting Calendar
3. Task and Deadline Calendar
4. Travel and Expense Calendar
5. Client Communication Calendar

Invoice Templates

Several types of Freelance Mechanical 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-Based Engineering Invoice
3. Hourly Engineering Consultation Invoice
4. Equipment Rental Invoice
5. Travel Expenses Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Market Research Survey
4. Employee Engagement Survey
5. Project Evaluation Survey

Meeting Agendas

Having premade Freelance Mechanical 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. Design Review Meeting
3. Progress Update Meeting
4. Client Feedback Meeting
5. Project Closure Meeting

Budget Templates

To manage finances well, a Freelance Mechanical 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 Mechanical 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. Quality Control Dashboard
5. Client Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Mechanical 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. Equipment Upgrade Proposal
2. Design and Development Proposal
3. Cost Estimation Proposal
4. Feasibility Study Proposal
5. Project Management 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 Mechanical 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.