Plant Fitter Templates

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

Need one of these templates? Request for it to be built by one of our experts.

Plant Fitter Templates

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

1. Maintenance Checklist
2. Equipment Inspection Report
3. Work Order Request Form
4. Inventory Management Spreadsheet
5. Preventive Maintenance Schedule
6. Job Safety Analysis Template
7. Equipment Service Log
8. Purchase Order Template
9. Equipment Calibration Record
10. Incident Report Form


Reports are often prepared by a Plant Fitter 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 Maintenance Report
2. Equipment Inspection Report
3. Inventory Management Report
4. Work Order Completion Report
5. Downtime Analysis Report
6. Safety Incident Report
7. Energy Consumption Report
8. Cost Analysis Report
9. Training and Certification Report
10. Production Efficiency 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 Plant Fitter does and how they do it.

1. Equipment Maintenance SOP
2. Safety Procedures SOP
3. Machine Installation SOP
4. Troubleshooting SOP
5. Preventive Maintenance SOP
6. Welding Procedures SOP
7. Hydraulic System SOP
8. Pneumatic System SOP
9. Lubrication Procedures SOP
10. Quality Control SOP


Plant Fitter 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 Maintenance Report
2. Equipment Performance Analysis
3. Safety Training Presentation
4. Plant Efficiency Review
5. New Machinery Introduction

Legal Docs

There are several key times when a Plant Fitter 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 Contract Template
2. Non-Disclosure Agreement Template
3. Equipment Rental Agreement Template
4. Maintenance and Repair Agreement Template
5. Health and Safety Policy Template

Health & Safety Templates

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

1. Risk Assessment Template
2. Incident Report Template
3. Toolbox Talk Template
4. Safety Inspection Checklist Template
5. Personal Protective Equipment (PPE) Assessment Template


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

1. Maintenance Calendar
2. Equipment Inspection Calendar
3. Work Schedule Calendar
4. Training Calendar
5. Project Timeline Calendar

Invoice Templates

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

1. Monthly Equipment Maintenance Invoice
2. Parts and Supplies Invoice
3. Repair and Replacement Invoice
4. Installation and Commissioning Invoice
5. Emergency Call-Out Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Equipment Performance Survey
3. Maintenance Effectiveness Survey
4. Safety Compliance Survey
5. Training Needs Assessment Survey

Meeting Agendas

Having premade Plant Fitter 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 Maintenance Meeting
2. Safety Review Meeting
3. Equipment Inspection Meeting
4. Project Planning Meeting
5. Team Collaboration Meeting

Budget Templates

To manage finances well, a Plant Fitter 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. Equipment and Maintenance Budget Template
5. Project Budget Template


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

1. Equipment Maintenance Dashboard
2. Inventory Management Dashboard
3. Production Efficiency Dashboard
4. Safety Compliance Dashboard
5. Cost Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Plant Fitter 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. Equipment Maintenance Proposal
2. Machinery Upgrade Proposal
3. Plant Efficiency Enhancement Proposal
4. Safety and Compliance Proposal
5. Cost Reduction 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 Plant Fitter 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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