Sales Route Driver Templates

Sales Route Driver Templates

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

1. Sales Route Schedule
2. Customer Order Form
3. Sales Performance Report
4. Vehicle Inspection Checklist
5. Sales Route Expense Report
6. Customer Complaint Log
7. Sales Route Mileage Log
8. Sales Route Inventory Sheet
9. Sales Route Delivery Confirmation
10. Sales Route Performance Evaluation

Reports

Reports are often prepared by a Sales Route Driver 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. Sales Performance Report
2. Customer Satisfaction Report
3. Inventory Management Report
4. Route Efficiency Report
5. Sales Territory Analysis Report
6. Fuel Consumption Report
7. Vehicle Maintenance Report
8. Delivery Accuracy Report
9. Sales Forecasting Report
10. Competitive Analysis 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 Sales Route Driver does and how they do it.

1. Pre-Trip Inspection SOP
2. Loading and Unloading SOP
3. Delivery and Pickup SOP
4. Customer Service SOP
5. Inventory Management SOP
6. Vehicle Maintenance SOP
7. Route Planning SOP
8. Cash Handling SOP
9. Safety and Security SOP
10. Reporting and Documentation SOP

Presentations

Sales Route Driver 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. Sales Performance Report
2. Customer Satisfaction Analysis
3. Route Optimization Plan
4. Product Sales Comparison
5. New Customer Acquisition Strategy

Legal Docs

There are several key times when a Sales Route Driver 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. Sales Agreement Template
2. Delivery Receipt Template
3. Vehicle Maintenance Log Template
4. Expense Report Template
5. Customer Complaint Form Template

Health & Safety Templates

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

1. Incident Report Template
2. Vehicle Inspection Checklist Template
3. Safety Meeting Agenda Template
4. Personal Protective Equipment (PPE) Assessment Template
5. Hazard Identification and Risk Assessment Template

Calendars

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

1. Monthly Sales Route Calendar
2. Delivery Schedule Calendar
3. Customer Visit Calendar
4. Vehicle Maintenance Calendar
5. Sales Target Calendar

Invoice Templates

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

1. Sales Invoice: This invoice is used to bill customers for the products or services they have purchased during the month.
2. Delivery Invoice: This invoice is used to document the delivery of goods to customers and includes details such as quantity, description, and price.
3. Fuel Invoice: This invoice is used to track and bill customers for the fuel expenses incurred during the month.
4. Maintenance Invoice: This invoice is used to bill customers for any maintenance or repair services provided to their vehicles.
5. Rental Invoice: This invoice is used to bill customers for any rental equipment or vehicles used during the month

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Delivery Service Evaluation Survey
4. Route Efficiency Survey
5. Sales Performance Survey

Meeting Agendas

Having premade Sales Route Driver 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. Sales Performance Review Meeting
2. Route Planning and Optimization Meeting
3. Customer Relationship Management Meeting
4. Product and Promotions Update Meeting
5. Team Collaboration and Training Meeting

Budget Templates

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

1. Monthly Sales Budget Template
2. Fuel and Vehicle Maintenance Budget Template
3. Route Planning and Logistics Budget Template
4. Sales Commission and Incentives Budget Template
5. Miscellaneous Expenses Budget Template

Dashboards

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

1. Sales Performance Dashboard
2. Route Efficiency Dashboard
3. Customer Satisfaction Dashboard
4. Inventory Management Dashboard
5. Fuel Consumption Dashboard

Proposal Templates

For bidding or requesting work, a Sales Route Driver 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 Sales Performance Proposal
2. New Client Acquisition Proposal
3. Route Optimization Proposal
4. Cost Reduction Proposal
5. Customer Retention 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 Sales Route Driver 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.