Freelance MEP engineer Templates

Freelance MEP engineer Templates

There is a huge number of templates that someone in the Freelance MEP 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 MEP 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. Scope of Work Template
3. Design Calculation Template
4. Equipment Specification Template
5. Bill of Quantities Template
6. Technical Report Template
7. Progress Report Template
8. Meeting Minutes Template
9. Project Schedule Template
10. Invoice Template

Reports

Reports are often prepared by a Freelance MEP 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. Design Review Report
4. Equipment Specification Report
5. Energy Efficiency Report
6. Construction Schedule Report
7. Quality Control Report
8. Commissioning Report
9. As-Built Documentation Report
10. Client Satisfaction 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 MEP engineer does and how they do it.

1. Project Initiation SOP
2. Design Development SOP
3. Construction Documentation SOP
4. Quality Control SOP
5. Commissioning and Testing SOP
6. Project Closeout SOP
7. Energy Efficiency Analysis SOP
8. Equipment Selection and Sizing SOP
9. MEP Coordination SOP
10. Safety and Risk Assessment SOP

Presentations

Freelance MEP 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. Design Review Presentation Template
3. Cost Analysis Presentation Template
4. Technical Specifications Presentation Template
5. Client Meeting Presentation Template

Legal Docs

There are several key times when a Freelance MEP 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. Service Agreement
3. Scope of Work (SOW)
4. Change Order
5. Invoice

Health & Safety Templates

Health & Safety templates for a Freelance MEP 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 MEP engineer calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Project Schedule Calendar
2. Client Meeting Calendar
3. Deadline Tracker Calendar
4. Workload Management Calendar
5. Billing and Invoicing Calendar

Invoice Templates

Several types of Freelance MEP 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. Design and Drafting Invoice
3. Project Management Invoice
4. Consultation and Advisory Services Invoice
5. MEP System Installation Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Project Feedback Survey
3. Team Collaboration Survey
4. Technical Skills Assessment Survey
5. Industry Trends Survey

Meeting Agendas

Having premade Freelance MEP 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. Coordination Meeting
5. Client Presentation Meeting

Budget Templates

To manage finances well, a Freelance MEP engineer would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Project Budget Template
3. Client Invoicing Template
4. Tax Deduction Tracker
5. Savings and Investment Tracker

Dashboards

Dashboards are a useful way for a Freelance MEP engineer to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Project Progress Dashboard
2. Budget and Cost Analysis Dashboard
3. Resource Allocation Dashboard
4. Quality Control Dashboard
5. Risk Management Dashboard

Proposal Templates

For bidding or requesting work, a Freelance MEP 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. Monthly MEP Design Proposal
2. MEP Retrofit Proposal
3. Energy Efficiency Proposal
4. MEP System Upgrade Proposal
5. MEP Construction 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 MEP 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.