Pit Boss Templates

Looking for Pit Boss Templates to download? See the main templates that a Pit Boss would use in their day-to-day work.

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Pit Boss Templates

There is a huge number of templates that someone in the Pit Boss 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 Pit Boss. 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 Pit Report
2. Monthly Revenue Analysis
3. Employee Schedule
4. Incident Report
5. Player Rating Spreadsheet
6. Tournament Schedule
7. Budget Forecast
8. Inventory Management Spreadsheet
9. Performance Evaluation Form
10. Marketing Campaign Analysis


Reports are often prepared by a Pit Boss 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. Daily Revenue Report
2. Monthly Profit and Loss Statement
3. Player Activity Report
4. Slot Machine Performance Report
5. Table Game Performance Report
6. Customer Satisfaction Survey Results
7. Employee Performance Report
8. Marketing Campaign Effectiveness Report
9. Compliance Audit Report
10. Inventory and Supplies Report


At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Pit Boss does and how they do it.

1. Opening Procedures
2. Closing Procedures
3. Cash Handling Procedures
4. Game Setup Procedures
5. Game Maintenance Procedures
6. Customer Service Procedures
7. Security Procedures
8. Surveillance Procedures
9. Staff Training Procedures
10. Incident Reporting Procedures


Pit Boss 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 Revenue Analysis
2. Customer Satisfaction Report
3. Employee Performance Review
4. Marketing Campaign Overview
5. Operational Efficiency Assessment

Legal Docs

There are several key times when a Pit Boss 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. Incident Report Template
3. Non-Disclosure Agreement Template
4. Gaming License Application Template
5. Employee Performance Evaluation Template

Health & Safety Templates

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

1. Incident Report Template
2. Safety Inspection Checklist Template
3. Emergency Evacuation Plan Template
4. First Aid Log Template
5. Training Attendance Record Template


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

1. Monthly Staff Schedule Calendar
2. Event and Promotion Calendar
3. Gaming Floor Maintenance Calendar
4. Tournament Schedule Calendar
5. Budget and Financial Calendar

Invoice Templates

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

1. Monthly Gaming Revenue Invoice
2. Employee Payroll Invoice
3. Vendor Payment Invoice
4. Equipment Maintenance Invoice
5. Marketing and Promotions Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Employee Feedback Survey
3. Gaming Experience Survey
4. Marketing Effectiveness Survey
5. Event Evaluation Survey

Meeting Agendas

Having premade Pit Boss 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. Performance Review Meeting
3. Budget Planning Meeting
4. Training and Development Meeting
5. Operations Review Meeting

Budget Templates

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

1. Monthly Revenue Budget Template
2. Payroll Budget Template
3. Operating Expenses Budget Template
4. Marketing and Promotions Budget Template
5. Capital Expenditure Budget Template


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

1. Revenue Dashboard
2. Player Activity Dashboard
3. Table Performance Dashboard
4. Staff Productivity Dashboard
5. Customer Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Pit Boss 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 Marketing Proposal
2. Budget Proposal for Pit Operations
3. Staff Training and Development Proposal
4. Equipment and Maintenance Proposal
5. Customer Experience Enhancement 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 Pit Boss 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.

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