Piano Refinisher Templates

Piano Refinisher Templates

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

1. Customer Invoice
2. Work Order
3. Inventory Spreadsheet
4. Purchase Order
5. Expense Report
6. Sales Report
7. Time Sheet
8. Equipment Maintenance Log
9. Project Proposal
10. Marketing Plan

Reports

Reports are often prepared by a Piano Refinisher 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. Production Efficiency Report
4. Quality Control Report
5. Customer Satisfaction Report
6. Financial Performance Report
7. Cost Analysis Report
8. Employee Productivity Report
9. Equipment Maintenance Report
10. Market Research 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 Piano Refinisher does and how they do it.

1. Preparing the piano for refinishing
2. Stripping the old finish from the piano
3. Sanding and smoothing the piano surface
4. Applying the primer coat to the piano
5. Applying the base coat to the piano
6. Applying the color coat to the piano
7. Applying the top coat to the piano
8. Buffing and polishing the piano surface
9. Reassembling the piano after refinishing
10. Final inspection and quality control of the refinished piano

Presentations

Piano Refinisher 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. “Before and After” Template
2. “Color Options” Template
3. “Wood Grain Samples” Template
4. “Pricing and Packages” Template
5. “Customer Testimonials” Template

Legal Docs

There are several key times when a Piano Refinisher 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. Service Agreement Template
2. Liability Waiver Template
3. Invoice Template
4. Non-Disclosure Agreement Template
5. Employment Contract Template

Health & Safety Templates

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

1. Monthly Safety Inspection Checklist
2. Hazard Communication Program Template
3. Personal Protective Equipment (PPE) Assessment Form
4. Emergency Action Plan Template
5. Incident Report Form

Calendars

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

1. Monthly Work Schedule Calendar
2. Customer Appointment Calendar
3. Material Inventory Calendar
4. Project Timeline Calendar
5. Sales and Revenue Calendar

Invoice Templates

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

1. Monthly Piano Refinishing Invoice
2. Piano Repair Invoice
3. Piano Tuning Invoice
4. Piano Restoration Invoice
5. Piano Maintenance Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Quality Survey
3. Service Feedback Survey
4. Pricing and Value Survey
5. Referral Source Survey

Meeting Agendas

Having premade Piano Refinisher 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 Team Meeting
2. Supplier Meeting
3. Client Consultation Meeting
4. Safety Training Meeting
5. Performance Review Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Material and Supply Budget
3. Equipment Maintenance Budget
4. Marketing and Advertising Budget
5. Professional Development and Training Budget

Dashboards

Dashboards are a useful way for a Piano Refinisher 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. Production Efficiency Dashboard
5. Financial Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Piano Refinisher 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 Piano Refinishing Proposal
2. Piano Repair and Restoration Proposal
3. Piano Tuning and Maintenance Proposal
4. Piano Refinishing and Upholstery Proposal
5. Piano Refinishing Consultation 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 Piano Refinisher 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.