Jointer Templates

Jointer Templates

There is a huge number of templates that someone in the Jointer 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 Jointer. 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. Change Order Request Form
7. Project Progress Report
8. Work Schedule Template
9. Purchase Order Form
10. Subcontractor Agreement Template

Reports

Reports are often prepared by a Jointer 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 Project Progress Report
2. Equipment Utilization Report
3. Material Inventory Report
4. Safety Incident Report
5. Labor Cost Analysis Report
6. Quality Control Report
7. Project Budget Report
8. Workforce Productivity Report
9. Project Schedule Adherence Report
10. Subcontractor 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 Jointer does and how they do it.

1. Safety SOP
2. Equipment Maintenance SOP
3. Power Line Installation SOP
4. Cable Splicing SOP
5. Jointing Procedure SOP
6. Troubleshooting SOP
7. Quality Control SOP
8. Emergency Response SOP
9. Documentation SOP
10. Team Communication SOP

Presentations

Jointer 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 Project Progress Report
2. Safety Training Presentation
3. Client Proposal Presentation
4. Team Meeting Agenda
5. Equipment Maintenance and Inspection Report

Legal Docs

There are several key times when a Jointer 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. Subcontractor Agreement Template
4. Change Order Template
5. Release of Liability Template

Health & Safety Templates

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

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

Calendars

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

1. Work Schedule Calendar
2. Project Timeline Calendar
3. Equipment Maintenance Calendar
4. Safety Training Calendar
5. Material Delivery Calendar

Invoice Templates

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

1. Monthly Labor Invoice
2. Materials and Equipment Invoice
3. Subcontractor Invoice
4. Mileage and Travel Expenses Invoice
5. Miscellaneous Expenses Invoice

Survey Templates

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

1. Job Satisfaction Survey
2. Safety Awareness Survey
3. Equipment Performance Survey
4. Team Collaboration Survey
5. Customer Satisfaction Survey

Meeting Agendas

Having premade Jointer 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. Weekly Progress Meeting
3. Safety Review Meeting
4. Client Update Meeting
5. Project Close-out Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Project Budget Template
3. Labor Cost Budget Template
4. Equipment and Material Budget Template
5. Profit and Loss Budget Template

Dashboards

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

1. Project Progress Dashboard
2. Resource Allocation Dashboard
3. Safety Compliance Dashboard
4. Financial Performance Dashboard
5. Equipment Maintenance Dashboard

Proposal Templates

For bidding or requesting work, a Jointer 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 Jointing Services Proposal
2. Construction Project Bid Proposal
3. Jointing Equipment Rental Proposal
4. Jointing Maintenance and Repair Proposal
5. Jointing Safety Training 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 Jointer 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.