Roustabout Templates

Roustabout Templates

There is a huge number of templates that someone in the Roustabout 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 Roustabout. 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. Equipment Inspection Checklist
3. Incident Report Form
4. Safety Meeting Agenda
5. Time Sheet
6. Material Requisition Form
7. Job Hazard Analysis Template
8. Work Order Request Form
9. Inventory Control Spreadsheet
10. Monthly Expense Report

Reports

Reports are often prepared by a Roustabout 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 Equipment Maintenance Report
2. Production Efficiency Report
3. Safety Incident Report
4. Inventory Usage Report
5. Work Order Completion Report
6. Cost Analysis Report
7. Time and Attendance Report
8. Equipment Downtime Report
9. Quality Control Report
10. Training and Certification 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 Roustabout does and how they do it.

1. Daily Safety Checklist
2. Equipment Inspection Checklist
3. Hazardous Material Handling Procedure
4. Emergency Response Plan
5. Job Hazard Analysis Template
6. Personal Protective Equipment (PPE) Checklist
7. Equipment Maintenance Log
8. Incident Reporting Form
9. Work Permit Procedure
10. Waste Management Protocol

Presentations

Roustabout 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 Safety Training Presentation
2. Equipment Maintenance and Inspection Report
3. Incident and Accident Analysis Presentation
4. Worksite Efficiency and Productivity Report
5. Environmental Compliance and Sustainability Update

Legal Docs

There are several key times when a Roustabout 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. Incident Report Template
4. Safety Training Template
5. Equipment Maintenance Log Template

Health & Safety Templates

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

1. Incident Report Template
2. Safety Meeting Minutes Template
3. Hazard Identification Checklist Template
4. Personal Protective Equipment (PPE) Inspection Template
5. Job Safety Analysis (JSA) Template

Calendars

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

1. Work Schedule Calendar
2. Equipment Maintenance Calendar
3. Safety Training Calendar
4. Project Timeline Calendar
5. Inventory Management Calendar

Invoice Templates

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

1. Monthly Labor Services Invoice
2. Equipment Rental Invoice
3. Overtime Labor Invoice
4. Travel Expenses Invoice
5. Miscellaneous Labor Charges Invoice

Survey Templates

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

1. Job Satisfaction Survey
2. Safety and Hazard Assessment Survey
3. Training and Development Feedback Survey
4. Work Environment Evaluation Survey
5. Team Collaboration and Communication Survey

Meeting Agendas

Having premade Roustabout 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. Safety Meeting Template
2. Equipment Maintenance Meeting Template
3. Job Site Progress Meeting Template
4. Crew Training Meeting Template
5. Budget Review Meeting Template

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Bill Payment Schedule
3. Savings Goal Tracker
4. Debt Repayment Plan
5. Emergency Fund Tracker

Dashboards

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

1. Production Efficiency Dashboard
2. Safety Incident Dashboard
3. Equipment Maintenance Dashboard
4. Workforce Productivity Dashboard
5. Cost Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Roustabout 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 Equipment Maintenance Proposal
2. Safety Training and Certification Proposal
3. Oil Spill Prevention and Response Proposal
4. Waste Management and Disposal Proposal
5. Efficiency and 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 Roustabout 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.