Shingles Roofer Helper Templates

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

Reports

Reports are often prepared by a Shingles Roofer Helper 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 Shingles Inventory Report
2. Labor Hours and Costs Report
3. Equipment Maintenance Report
4. Safety Incident Report
5. Material Waste Report
6. Worksite Progress Report
7. Customer Satisfaction Survey Report
8. Sales and Revenue Report
9. Weather Impact 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 Shingles Roofer Helper does and how they do it.

1. Safety Procedures for Roofing Installation
2. Material Handling and Storage Guidelines
3. Roofing Equipment Maintenance Checklist
4. Shingle Installation Standard Operating Procedure
5. Roofing Tear-off and Disposal Procedures
6. Fall Protection and Harness Usage Guidelines
7. Roofing Repair and Patching SOP
8. Roofing Inspection and Quality Control Procedures
9. Emergency Response and Evacuation Plan
10. Job Site Cleanup and Waste Management Protocol

Presentations

Shingles Roofer Helper 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 Project Progress Report
2. Safety Training Presentation
3. Material Inventory Presentation
4. Client Proposal Presentation
5. Team Meeting Agenda Presentation

Legal Docs

There are several key times when a Shingles Roofer Helper 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. Liability Waiver Template
3. Work Order Template
4. Subcontractor Agreement Template
5. Safety Inspection Checklist Template

Health & Safety Templates

Health & Safety templates for a Shingles Roofer Helper 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. Fall Protection Plan Template
5. Toolbox Talk Meeting Agenda Template

Calendars

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

1. Work Schedule Calendar
2. Project Timeline Calendar
3. Material Delivery Calendar
4. Safety Training Calendar
5. Weather Forecast Calendar

Invoice Templates

Several types of Shingles Roofer Helper 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 Invoice
3. Equipment Rental Invoice
4. Subcontractor Invoice
5. Miscellaneous Expenses Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Job Performance Evaluation Survey
3. Safety and Compliance Survey
4. Material and Equipment Feedback Survey
5. Team Collaboration and Communication Survey

Meeting Agendas

Having premade Shingles Roofer Helper 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 Meeting
2. Safety Training Meeting
3. Project Planning Meeting
4. Supplier Meeting
5. Client Progress Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Material and Supply Budget
3. Equipment and Tool Maintenance Budget
4. Transportation and Travel Expenses Budget
5. Emergency Fund and Savings Budget

Dashboards

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

1. Sales Performance Dashboard
2. Project Progress Dashboard
3. Safety Compliance Dashboard
4. Equipment Utilization Dashboard
5. Material Inventory Dashboard

Proposal Templates

For bidding or requesting work, a Shingles Roofer Helper 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. Roof Repair Proposal: This proposal template is used to outline the scope of work required to repair a damaged roof. It includes details on the materials needed, labor costs, and estimated timeline for completion.

2. New Roof Installation Proposal: This proposal template is used to outline the scope of work required to install a new roof. It includes details on the materials needed, labor costs, and estimated timeline for completion.

3. Roof Maintenance Proposal: This proposal template is used to outline the scope of work required to maintain a roof. It includes details on the materials needed, labor costs, and estimated timeline for completion.

4. Roof Inspection Proposal: This proposal template is used to outline the scope of work required to inspect a roof. It includes details on the materials needed, labor costs, and estimated timeline for completion.

5. Emergency Roof Repair Proposal: This proposal template is used to outline the scope of work required to perform emergency repairs on a damaged roof. It includes details on the materials needed, labor

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 Shingles Roofer Helper 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.

Shingles Roofer Helper Templates