Jewelsmith Templates

Jewelsmith Templates

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

1. Sales Report
2. Inventory Spreadsheet
3. Purchase Order
4. Production Schedule
5. Customer Order Form
6. Pricing Catalog
7. Expense Tracker
8. Quality Control Checklist
9. Marketing Plan
10. Monthly Financial Statement

Reports

Reports are often prepared by a Jewelsmith 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. Sales Report
2. Inventory Report
3. Production Report
4. Cost Analysis Report
5. Profit and Loss Report
6. Customer Feedback Report
7. Supplier Performance Report
8. Marketing Campaign Report
9. Employee Performance Report
10. Quality Control 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 Jewelsmith does and how they do it.

1. Inventory Management SOP
2. Gemstone Selection SOP
3. Jewelry Design SOP
4. Metal Casting SOP
5. Stone Setting SOP
6. Jewelry Polishing SOP
7. Quality Control SOP
8. Packaging and Shipping SOP
9. Customer Service SOP
10. Equipment Maintenance SOP

Presentations

Jewelsmith 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. Product Showcase
2. Design Inspiration
3. Customer Testimonials
4. Sales Performance
5. Trend Analysis

Legal Docs

There are several key times when a Jewelsmith 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. Purchase Agreement
3. Intellectual Property Assignment Agreement
4. Employment Contract
5. Terms and Conditions Agreement

Health & Safety Templates

Health & Safety templates for a Jewelsmith ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Hazard Identification Checklist Template
3. Safety Meeting Minutes Template
4. Personal Protective Equipment (PPE) Inspection Checklist Template
5. Emergency Evacuation Plan Template

Calendars

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

1. Production Calendar
2. Sales and Marketing Calendar
3. Inventory Management Calendar
4. Design and Development Calendar
5. Financial Calendar

Invoice Templates

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

1. Custom Jewelry Invoice
2. Repair and Maintenance Invoice
3. Wholesale Order Invoice
4. Appraisal and Evaluation Invoice
5. Supplies and Materials Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Quality Survey
3. Market Research Survey
4. Design Preference Survey
5. Pricing and Value Survey

Meeting Agendas

Having premade Jewelsmith 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 Production Meeting
2. Design and Development Meeting
3. Sales and Marketing Meeting
4. Quality Control Meeting
5. Supplier and Inventory Meeting

Budget Templates

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

1. Sales Budget Template
2. Materials Budget Template
3. Labor Budget Template
4. Overhead Budget Template
5. Profit and Loss Budget Template

Dashboards

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

1. Sales Performance Dashboard
2. Inventory Management Dashboard
3. Production Efficiency Dashboard
4. Customer Satisfaction Dashboard
5. Financial Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Jewelsmith 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. Custom Engagement Ring Proposal
2. Jewelry Repair and Restoration Proposal
3. Bespoke Necklace Design Proposal
4. Gemstone Sourcing and Setting Proposal
5. Jewelry Collection Collaboration 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 Jewelsmith 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.