Motor Mechanic (General) Templates

Motor Mechanic (General) Templates

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

1. Vehicle Inspection Checklist
2. Repair Order Form
3. Parts Order Form
4. Maintenance Schedule Template
5. Customer Invoice Template
6. Work Order Template
7. Time Sheet Template
8. Inventory Spreadsheet
9. Vehicle Service History Template
10. Expense Report Template

Reports

Reports are often prepared by a Motor Mechanic (General) 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. Work Order Report
4. Time Sheet Report
5. Expense Report
6. Profit and Loss Report
7. Customer Satisfaction Report
8. Vehicle Inspection Report
9. Maintenance Report
10. Warranty 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 Motor Mechanic (General) does and how they do it.

1. Vehicle Inspection SOP
2. Engine Diagnostic SOP
3. Brake System Repair SOP
4. Transmission Maintenance SOP
5. Electrical System Troubleshooting SOP
6. Suspension and Steering Repair SOP
7. Fuel System Cleaning SOP
8. Cooling System Maintenance SOP
9. Exhaust System Inspection SOP
10. General Maintenance and Tune-Up SOP

Presentations

Motor Mechanic (General) 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 Sales Report
2. Vehicle Maintenance Checklist
3. Customer Service Feedback Analysis
4. Parts Inventory Management
5. Workshop Performance Review

Legal Docs

There are several key times when a Motor Mechanic (General) 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. Vehicle Repair Agreement
2. Customer Authorization Form
3. Liability Waiver and Release Form
4. Parts and Labor Invoice
5. Vehicle Inspection Checklist

Health & Safety Templates

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

1. Hazard Identification Checklist
2. Personal Protective Equipment (PPE) Assessment Form
3. Workplace Inspection Checklist
4. Incident Report Form
5. Emergency Evacuation Plan Template

Calendars

Setting up Motor Mechanic (General) calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Work Schedule Calendar
2. Maintenance Calendar
3. Appointment Calendar
4. Training Calendar
5. Vehicle Inspection Calendar

Invoice Templates

Several types of Motor Mechanic (General) invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Parts Invoice
2. Monthly Labor Invoice
3. Monthly Service Invoice
4. Monthly Maintenance Invoice
5. Monthly Repair Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Vehicle Performance Survey
3. Service Quality Survey
4. Parts and Accessories Survey
5. Technician Evaluation Survey

Meeting Agendas

Having premade Motor Mechanic (General) 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 Staff Meeting
2. Safety Training Meeting
3. Customer Service Review Meeting
4. Parts and Inventory Meeting
5. Performance Evaluation Meeting

Budget Templates

To manage finances well, a Motor Mechanic (General) would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Vehicle Maintenance Budget
3. Tool and Equipment Budget
4. Parts and Supplies Budget
5. Training and Certification Budget

Dashboards

Dashboards are a useful way for a Motor Mechanic (General) 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. Customer Satisfaction Dashboard
4. Work Order Tracking Dashboard
5. Technician Productivity Dashboard

Proposal Templates

For bidding or requesting work, a Motor Mechanic (General) 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 Maintenance Proposal
2. Engine Repair Proposal
3. Brake System Upgrade Proposal
4. Suspension and Steering Repair Proposal
5. Electrical System Diagnosis 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 Motor Mechanic (General) 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.