Joiner, All Other Templates

Joiner, All Other Templates

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

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

Reports

Reports are often prepared by a Joiner, All Other 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. Monthly Sales Report
2. Inventory Report
3. Project Progress Report
4. Cost Analysis Report
5. Employee Attendance Report
6. Safety Incident Report
7. Equipment Maintenance Report
8. Customer Satisfaction Report
9. Financial Statement 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 Joiner, All Other does and how they do it.

1. Safety Procedures Template
2. Equipment Maintenance Template
3. Material Ordering Template
4. Project Planning Template
5. Quality Control Template
6. Worksite Cleanup Template
7. Installation Procedures Template
8. Customer Communication Template
9. Team Collaboration Template
10. Project Completion Template

Presentations

Joiner, All Other 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. Client Presentation Template
3. Safety Training Template
4. Budget Review Template
5. Team Meeting Agenda Template

Legal Docs

There are several key times when a Joiner, All Other 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 Contract Template
2. Non-Disclosure Agreement Template
3. Purchase Order Template
4. Subcontractor Agreement Template
5. Liability Waiver Template

Health & Safety Templates

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

1. Risk Assessment Template
2. Toolbox Talk Template
3. Incident Report Template
4. Safety Inspection Checklist Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

Setting up Joiner, All Other calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Work Schedule Calendar
2. Project Timeline Calendar
3. Material Delivery Calendar
4. Equipment Maintenance Calendar
5. Client Meeting Calendar

Invoice Templates

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

1. Monthly Joinery Services Invoice
2. Materials and Supplies Invoice
3. Custom Furniture Invoice
4. Installation and Labor Invoice
5. Repair and Maintenance Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Employee Engagement Survey
3. Safety and Health Survey
4. Project Feedback Survey
5. Materials and Supplies Survey

Meeting Agendas

Having premade Joiner, All Other 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 Progress Meeting
2. Safety Meeting
3. Team Collaboration Meeting
4. Supplier Meeting
5. Client Meeting

Budget Templates

To manage finances well, a Joiner, All Other 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. Material Cost Budget Template
4. Labor Cost Budget Template
5. Equipment Cost Budget Template

Dashboards

Dashboards are a useful way for a Joiner, All Other 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. Safety and Compliance Dashboard
5. Customer Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Joiner, All Other 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. “Kitchen Renovation Proposal”
2. “Bathroom Remodeling Proposal”
3. “Custom Furniture Design Proposal”
4. “Deck Installation Proposal”
5. “Home Office Renovation 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 Joiner, All Other 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.