Service Manager Templates

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

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Service Manager Templates

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

1. Monthly Sales Report
2. Customer Satisfaction Survey
3. Employee Performance Evaluation
4. Service Request Form
5. Training Schedule
6. Budget Forecast
7. Service Agreement Template
8. Inventory Management Spreadsheet
9. Service Level Agreement
10. Monthly Service Report


Reports are often prepared by a Service Manager 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. Service Quality Report
4. Employee Performance Report
5. Inventory Management Report
6. Financial Performance Report
7. Service Request Analysis Report
8. Service Level Agreement Compliance Report
9. Service Revenue Report
10. Service Cost Analysis 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 Service Manager does and how they do it.

1. Customer Service SOP
2. Employee Training SOP
3. Inventory Management SOP
4. Quality Control SOP
5. Performance Evaluation SOP
6. Safety Procedures SOP
7. Financial Reporting SOP
8. Equipment Maintenance SOP
9. Complaint Handling SOP
10. Team Communication SOP


Service Manager 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 Performance Review Template
2. Team Meeting Agenda Template
3. Customer Satisfaction Report Template
4. Training and Development Plan Template
5. Service Improvement Proposal Template

Legal Docs

There are several key times when a Service Manager 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. Service Level Agreement Template
4. Vendor Agreement Template
5. Performance Improvement Plan Template

Health & Safety Templates

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

1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Equipment Inspection Checklist Template
5. Emergency Response Plan Template


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

1. Monthly Staff Schedule Calendar
2. Customer Appointment Calendar
3. Equipment Maintenance Calendar
4. Training and Development Calendar
5. Performance Evaluation Calendar

Invoice Templates

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

1. Monthly Service Invoice
2. Maintenance Invoice
3. Repair Invoice
4. Consultation Invoice
5. Training Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Employee Engagement Survey
3. Service Quality Survey
4. Productivity Survey
5. Training Needs Assessment Survey

Meeting Agendas

Having premade Service Manager 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 Performance Review
2. Customer Feedback Analysis Meeting
3. Staff Training and Development Session
4. Departmental Goal Setting Meeting
5. Weekly Service Team Coordination Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Revenue Forecast Template
3. Employee Payroll Budget Template
4. Inventory and Supplies Budget Template
5. Marketing and Advertising Budget Template


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

1. Sales Performance Dashboard
2. Customer Satisfaction Dashboard
3. Employee Productivity Dashboard
4. Financial Performance Dashboard
5. Service Quality Dashboard

Proposal Templates

For bidding or requesting work, a Service Manager 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. Service Improvement Proposal – This proposal outlines ways to improve the quality of service provided to customers, including training programs and process improvements.
2. Cost Reduction Proposal – This proposal identifies areas where costs can be reduced without sacrificing service quality, such as optimizing staffing levels and streamlining processes.
3. New Service Offering Proposal – This proposal suggests new services that can be offered to customers, based on market research and customer feedback.
4. Customer Retention Proposal – This proposal outlines strategies for retaining existing customers, such as loyalty programs and personalized service offerings.
5. Performance Evaluation Proposal – This proposal evaluates the performance of the service team and suggests areas for improvement, such as training and coaching programs

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 Service Manager 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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