Sheet Metal Installer Templates

Sheet Metal Installer Templates

There is a huge number of templates that someone in the Sheet Metal Installer 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 Installer. 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. Project Cost Estimate Template
4. Safety Inspection Checklist
5. Equipment Maintenance Log
6. Change Order Request Form
7. Project Progress Report
8. Time Sheet Template
9. Purchase Order Form
10. Project Punch List

Reports

Reports are often prepared by a Sheet Metal Installer 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. Labor Cost Analysis Report
4. Equipment Utilization Report
5. Safety Incident Report
6. Quality Control Inspection Report
7. Change Order Report
8. Subcontractor Performance Report
9. Project Budget Variance Report
10. Project Closeout 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 Installer does and how they do it.

1. Safety Procedures Template
2. Material Handling Template
3. Equipment Maintenance Template
4. Installation Process Template
5. Quality Control Template
6. Site Preparation Template
7. Measurement and Cutting Template
8. Joint and Seam Template
9. Insulation and Weatherproofing Template
10. Cleanup and Waste Disposal Template

Presentations

Sheet Metal Installer 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. Project Progress Report
2. Safety Training Presentation
3. Quality Control Review
4. Material Inventory Update
5. Client Proposal Presentation

Legal Docs

There are several key times when a Sheet Metal Installer 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. Subcontractor Agreement Template
3. Change Order Template
4. Release of Lien Template
5. Safety Policy Template

Health & Safety Templates

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

1. Monthly Safety Inspection Checklist
2. Hazard Communication Program Template
3. Personal Protective Equipment (PPE) Assessment Form
4. Job Hazard Analysis (JHA) Template
5. Incident Report Form

Calendars

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

1. Project Schedule Calendar
2. Equipment Maintenance Calendar
3. Material Delivery Calendar
4. Safety Training Calendar
5. Workforce Allocation Calendar

Invoice Templates

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

1. Monthly Labor Invoice
2. Materials and Supplies Invoice
3. Equipment Rental Invoice
4. Subcontractor Invoice
5. Change Order Invoice

Survey Templates

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

1. Job Satisfaction Survey
2. Safety Awareness Survey
3. Customer Satisfaction Survey
4. Training Needs Assessment Survey
5. Equipment and Tools Evaluation Survey

Meeting Agendas

Having premade Sheet Metal Installer 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. Project Kick-off Meeting
2. Weekly Progress Meeting
3. Safety Meeting
4. Quality Control Meeting
5. Project Close-out Meeting

Budget Templates

To manage finances well, a Sheet Metal Installer 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. Material Cost Tracker
4. Labor Cost Tracker
5. Equipment and Tools Budget Template

Dashboards

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

1. Project Progress Dashboard
2. Material Inventory Dashboard
3. Labor Utilization Dashboard
4. Safety Compliance Dashboard
5. Cost Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Sheet Metal Installer 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. Bid Proposal
2. Project Proposal
3. Change Order Proposal
4. Maintenance Proposal
5. Repair 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 Sheet Metal Installer 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.