Land Surveyor Templates

Land Surveyor Templates

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

1. Survey Report
2. Field Notes
3. Topographic Map
4. Boundary Survey
5. Construction Staking Plan
6. Elevation Certificate
7. Legal Description
8. Subdivision Plat
9. As-Built Survey
10. Right-of-Way Plan

Reports

Reports are often prepared by a Land Surveyor 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 Survey Progress Report
2. Construction Site Topographic Survey Report
3. Boundary Survey Report
4. As-Built Survey Report
5. Subdivision Plat Report
6. Elevation Certificate Report
7. Construction Stakeout Report
8. Legal Description Report
9. Land Title Survey Report
10. Geodetic Control Survey 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 Land Surveyor does and how they do it.

1. Field Survey SOP
2. Boundary Survey SOP
3. Topographic Survey SOP
4. Construction Staking SOP
5. GPS Survey SOP
6. Legal Description SOP
7. Easement Survey SOP
8. Subdivision Plat SOP
9. ALTA/NSPS Land Title Survey SOP
10. As-Built Survey SOP

Presentations

Land Surveyor 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
2. Site Analysis and Planning
3. Topographic Survey Results
4. Boundary Survey Findings
5. Construction Layout and As-Built Documentation

Legal Docs

There are several key times when a Land Surveyor 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. Land Survey Agreement Template
2. Easement Agreement Template
3. Boundary Line Agreement Template
4. Subdivision Plat Template
5. Construction Site Survey Template

Health & Safety Templates

Health & Safety templates for a Land Surveyor 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) Assessment Template

Calendars

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

1. Project Schedule Calendar
2. Field Work Calendar
3. Equipment Maintenance Calendar
4. Client Meeting Calendar
5. Permit and Approval Calendar

Invoice Templates

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

1. Monthly Surveying Services Invoice
2. Equipment Rental Invoice
3. Travel and Mileage Reimbursement Invoice
4. Subcontractor Payment Invoice
5. Additional Services Invoice

Survey Templates

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

1. Monthly Construction Site Survey
2. Client Satisfaction Survey
3. Equipment Performance Survey
4. Safety Compliance Survey
5. Team Collaboration Survey

Meeting Agendas

Having premade Land Surveyor 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. Progress Review Meeting
3. Stakeholder Meeting
4. Safety Meeting
5. Budget and Cost Analysis Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Project Budget Template
3. Equipment and Supplies Budget
4. Travel and Transportation Budget
5. Marketing and Advertising Budget

Dashboards

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

1. Project Progress Dashboard
2. Equipment Utilization Dashboard
3. Cost Analysis Dashboard
4. Safety Compliance Dashboard
5. Client Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Land Surveyor 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. Topographic Survey Proposal
2. Boundary Survey Proposal
3. Construction Staking Proposal
4. ALTA/NSPS Land Title Survey Proposal
5. Subdivision Platting 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 Land Surveyor 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.