Looking for Sheet Metal Fabricator Templates to download? See the main templates that a Sheet Metal Fabricator would use in their day-to-day work.
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Sheet Metal Fabricator Templates
Contents
Sheet Metal Fabricator Templates
There is a huge number of templates that someone in the Sheet Metal Fabricator 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 Sheet Metal Fabricator. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Production Schedule
2. Material Requisition Form
3. Work Order Template
4. Quality Control Checklist
5. Inventory Management Spreadsheet
6. Cost Estimation Template
7. Equipment Maintenance Log
8. Employee Timesheet
9. Safety Incident Report
10. Sales Order Form
Reports
Reports are often prepared by a Sheet Metal Fabricator 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. Production Efficiency Report
2. Material Inventory Report
3. Labor Cost Analysis Report
4. Quality Control Report
5. Equipment Maintenance Report
6. Sales and Revenue Report
7. Supplier Performance Report
8. Scrap and Waste Report
9. Workforce Productivity Report
10. Safety Incident 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 Sheet Metal Fabricator does and how they do it.
1. Material Cutting SOP
2. Welding Procedure SOP
3. Sheet Metal Bending SOP
4. Assembly Process SOP
5. Quality Control SOP
6. Inventory Management SOP
7. Equipment Maintenance SOP
8. Safety Procedures SOP
9. Packaging and Shipping SOP
10. Workplace Organization SOP
Presentations
Sheet Metal Fabricator 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 Sales Report
2. Production Efficiency Analysis
3. Quality Control Metrics
4. Cost Analysis and Budget Review
5. New Product Development Update
Legal Docs
There are several key times when a Sheet Metal Fabricator 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. Purchase Order Template
4. Sales Agreement Template
5. Equipment Lease Agreement Template
Health & Safety Templates
Health & Safety templates for a Sheet Metal Fabricator ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Hazard Identification Template
3. Safety Inspection Checklist Template
4. Personal Protective Equipment (PPE) Assessment Template
5. Emergency Response Plan Template
Calendars
Setting up Sheet Metal Fabricator calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Production Schedule Calendar
2. Maintenance Calendar
3. Employee Shift Schedule Calendar
4. Equipment Maintenance Calendar
5. Delivery Schedule Calendar
Invoice Templates
Several types of Sheet Metal Fabricator 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 sheet metal products sold during the month.
2. Purchase Invoice: This invoice is used to record and track the expenses incurred for purchasing raw materials and supplies.
3. Service Invoice: This invoice is used to bill customers for any additional services provided, such as installation or maintenance.
4. Credit Invoice: This invoice is used to issue credit to customers for returned or faulty products, reducing their outstanding balance.
5. Proforma Invoice: This invoice is used to provide a detailed breakdown of costs and pricing for potential customers before a sale is finalized
Survey Templates
For a Sheet Metal Fabricator to get insights related to the work they do, they need to send out Sheet Metal Fabricator surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Employee Satisfaction Survey
2. Product Quality Feedback Survey
3. Customer Satisfaction Survey
4. Safety and Compliance Survey
5. Process Improvement Survey
Meeting Agendas
Having premade Sheet Metal Fabricator 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 Production Review Meeting
2. Quality Control Meeting
3. Safety Committee Meeting
4. Supply Chain Management Meeting
5. Employee Training and Development Meeting
Budget Templates
To manage finances well, a Sheet Metal Fabricator would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Expense Budget Template
2. Monthly Revenue Budget Template
3. Labor Cost Budget Template
4. Material Cost Budget Template
5. Overhead Cost Budget Template
Dashboards
Dashboards are a useful way for a Sheet Metal Fabricator to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Production Efficiency Dashboard
2. Quality Control Dashboard
3. Inventory Management Dashboard
4. Sales and Revenue Dashboard
5. Employee Performance Dashboard
Proposal Templates
For bidding or requesting work, a Sheet Metal Fabricator 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 Cost Reduction Proposal
2. New Equipment Acquisition Proposal
3. Process Improvement Proposal
4. Quality Control Enhancement Proposal
5. Employee Training and Development Proposal
Get Your Template Made
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