Key Maker Templates

Key Maker Templates

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

1. Key Inventory Spreadsheet
2. Key Request Form
3. Key Cutting Log
4. Key Usage Report
5. Key Replacement Form
6. Key Audit Checklist
7. Key Maintenance Schedule
8. Key Maker Work Order
9. Key Maker Expense Report
10. Key Maker Performance Evaluation

Reports

Reports are often prepared by a Key Maker 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. Inventory Report
2. Sales Report
3. Profit and Loss Report
4. Customer Satisfaction Report
5. Employee Performance Report
6. Equipment Maintenance Report
7. Work Order Report
8. Time and Attendance Report
9. Budget Report
10. Safety Inspection 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 Key Maker does and how they do it.

1. Key duplication SOP
2. Lock repair SOP
3. Key cutting machine maintenance SOP
4. Key inventory management SOP
5. Key replacement SOP
6. Lock installation SOP
7. Key code database management SOP
8. Key cutting accuracy check SOP
9. Key cutting machine calibration SOP
10. Key maker customer service SOP

Presentations

Key Maker 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 Key Production Report
2. Key Inventory Management Presentation
3. Key Duplication Process Overview
4. Key Maker Training Presentation
5. Key Maintenance and Repair Updates

Legal Docs

There are several key times when a Key Maker 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. Service Agreement Template
5. Invoice Template

Health & Safety Templates

Health & Safety templates for a Key Maker 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. Personal Protective Equipment (PPE) Checklist
5. Emergency Evacuation Plan Template

Calendars

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

1. Monthly Work Schedule Calendar
2. Equipment Maintenance Calendar
3. Key Inventory Calendar
4. Customer Appointment Calendar
5. Staff Training Calendar

Invoice Templates

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

1. Monthly Key Duplication Invoice
2. Lock Repair and Replacement Invoice
3. Key Cutting and Programming Invoice
4. Emergency Lockout Service Invoice
5. Master Key System Installation Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Service Quality Survey
3. Employee Feedback Survey
4. Equipment Maintenance Survey
5. Inventory Management Survey

Meeting Agendas

Having premade Key Maker 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 Key Maker Team Meeting
2. Maintenance Department Meeting
3. Key Maker Training Session
4. Key Maker Equipment Review Meeting
5. Key Maker Performance Evaluation Meeting

Budget Templates

To manage finances well, a Key Maker 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. Savings and Investment Budget Template
4. Debt Repayment Budget Template
5. Emergency Fund Budget Template

Dashboards

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

1. Inventory Dashboard
2. Sales Dashboard
3. Customer Satisfaction Dashboard
4. Employee Performance Dashboard
5. Equipment Maintenance Dashboard

Proposal Templates

For bidding or requesting work, a Key Maker 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 Key Replacement Proposal
2. Key Duplication Services Proposal
3. Key Repair and Maintenance Proposal
4. Key Security Upgrade Proposal
5. Key Inventory Management 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 Key Maker 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.