Plumber Or Pipefitter Helper Templates

There is a huge number of templates that someone in the Plumber Or Pipefitter Helper 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 Plumber Or Pipefitter Helper. 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 Work Log
2. Material Inventory Spreadsheet
3. Equipment Maintenance Checklist
4. Job Estimate Template
5. Purchase Order Form
6. Time Sheet
7. Safety Inspection Checklist
8. Project Progress Report
9. Invoice Template
10. Change Order Request Form

Reports

Reports are often prepared by a Plumber Or Pipefitter Helper 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 Project Progress Report
2. Material Inventory Report
3. Equipment Maintenance Report
4. Work Order Completion Report
5. Safety Incident Report
6. Time and Attendance Report
7. Cost Analysis Report
8. Quality Control Report
9. Customer Satisfaction Report
10. Subcontractor Performance 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 Plumber Or Pipefitter Helper does and how they do it.

1. Safety Procedures
2. Equipment Maintenance
3. Pipe Installation
4. Plumbing Fixture Installation
5. Drainage System Repair
6. Leak Detection and Repair
7. Gas Line Installation
8. Water Heater Installation
9. Sewer Line Maintenance
10. Plumbing System Inspection

Presentations

Plumber Or Pipefitter Helper 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 Project Progress Report
2. Safety Training Presentation
3. Equipment Maintenance and Inspection Checklist
4. Client Proposal Presentation
5. Team Meeting Agenda

Legal Docs

There are several key times when a Plumber Or Pipefitter Helper 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. Non-Disclosure Agreement Template
3. Liability Waiver Template
4. Work Order Template
5. Invoice Template

Health & Safety Templates

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

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

Calendars

Setting up Plumber Or Pipefitter Helper calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Work Schedule Calendar
2. Project Timeline Calendar
3. Equipment Maintenance Calendar
4. Training and Certification Calendar
5. Material Inventory Calendar

Invoice Templates

Several types of Plumber Or Pipefitter Helper invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Plumbing Services Invoice
2. Materials and Supplies Invoice
3. Equipment Rental Invoice
4. Emergency Plumbing Services Invoice
5. Maintenance and Repair Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Job Completion Survey
3. Equipment and Tools Feedback Survey
4. Safety and Compliance Survey
5. Training and Development Survey

Meeting Agendas

Having premade Plumber Or Pipefitter Helper 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. Safety Meeting
3. Project Progress Meeting
4. Equipment and Inventory Meeting
5. Training and Development Meeting

Budget Templates

To manage finances well, a Plumber Or Pipefitter Helper 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 Supply Budget
4. Vehicle Maintenance Budget
5. Training and Certification Budget

Dashboards

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

1. Monthly Project Progress Dashboard
2. Equipment and Inventory Management Dashboard
3. Safety and Compliance Dashboard
4. Financial Performance Dashboard
5. Workforce Productivity Dashboard

Proposal Templates

For bidding or requesting work, a Plumber Or Pipefitter Helper 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 Plumbing Maintenance Proposal
2. Pipe Installation Proposal
3. Plumbing Repair and Replacement Proposal
4. Drainage System Upgrade Proposal
5. New Construction Plumbing 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 Plumber Or Pipefitter Helper 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.

Plumber Or Pipefitter Helper Templates