Glassie Templates

Glassie Templates

There is a huge number of templates that someone in the Glassie 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 Glassie. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Daily Work Log
2. Material Inventory Spreadsheet
3. Project Cost Estimate Template
4. Safety Inspection Checklist
5. Equipment Maintenance Log
6. Project Progress Report
7. Purchase Order Template
8. Employee Timesheet
9. Project Schedule Template
10. Quality Control Checklist

Reports

Reports are often prepared by a Glassie 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. Daily Work Log Report
2. Material Inventory Report
3. Equipment Maintenance Report
4. Safety Incident Report
5. Project Progress Report
6. Labor Cost Report
7. Quality Control Report
8. Customer Satisfaction Report
9. Financial Performance Report
10. Monthly Sales 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 Glassie does and how they do it.

1. Glass cutting and shaping SOP
2. Glass installation and sealing SOP
3. Glass cleaning and maintenance SOP
4. Glass measurement and estimation SOP
5. Glass handling and transportation SOP
6. Glass repair and replacement SOP
7. Glass safety and PPE SOP
8. Glass quality control and inspection SOP
9. Glass inventory management SOP
10. Glass customer service and communication SOP

Presentations

Glassie 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 Sales Report Template
2. Project Progress Update Template
3. Safety Training Presentation Template
4. Client Proposal Template
5. Team Meeting Agenda Template

Legal Docs

There are several key times when a Glassie 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. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Liability Waiver Template
4. Construction Contract Template
5. Safety Policy Template

Health & Safety Templates

Health & Safety templates for a Glassie 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. Toolbox Talk Template
4. Safety Inspection Checklist Template
5. Personal Protective Equipment (PPE) Checklist Template

Calendars

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

1. Project Schedule Calendar
2. Equipment Maintenance Calendar
3. Safety Training Calendar
4. Material Delivery Calendar
5. Team Meeting Calendar

Invoice Templates

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

1. Monthly Glass Installation Invoice
2. Glass Repair and Replacement Invoice
3. Custom Glass Fabrication Invoice
4. Glass Cleaning and Maintenance Invoice
5. Glass Supply and Delivery Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Employee Feedback Survey
3. Safety Compliance Survey
4. Quality Control Survey
5. Project Evaluation Survey

Meeting Agendas

Having premade Glassie 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 Project Review Meeting
2. Safety Committee Meeting
3. Supplier Performance Evaluation Meeting
4. Team Building and Training Session
5. Weekly Progress Update Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income Tracking Budget Template
3. Project Budget Template
4. Equipment and Supplies Budget Template
5. Labor Cost Budget Template

Dashboards

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

1. Sales Performance Dashboard
2. Project Progress Dashboard
3. Financial Analysis Dashboard
4. Resource Allocation Dashboard
5. Safety Compliance Dashboard

Proposal Templates

For bidding or requesting work, a Glassie 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 Glass Installation Proposal
2. Glass Repair and Replacement Proposal
3. Custom Glass Design Proposal
4. Glass Maintenance and Cleaning Proposal
5. Glass Renovation and Remodeling 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 Glassie 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.