Shop Fitter Templates

Shop Fitter Templates

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

1. Project Schedule
2. Material Inventory
3. Work Order
4. Purchase Order
5. Cost Estimate
6. Daily Work Log
7. Safety Inspection Checklist
8. Equipment Maintenance Log
9. Client Invoice
10. Project Completion Report

Reports

Reports are often prepared by a Shop Fitter 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 Sales Report
2. Inventory Report
3. Project Progress Report
4. Financial Statement Report
5. Employee Attendance Report
6. Equipment Maintenance Report
7. Customer Satisfaction Report
8. Safety Incident Report
9. Supplier Performance Report
10. Cost 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 Shop Fitter does and how they do it.

1. Health and Safety SOP
2. Equipment Maintenance SOP
3. Material Handling SOP
4. Site Preparation SOP
5. Installation Procedures SOP
6. Quality Control SOP
7. Project Management SOP
8. Customer Service SOP
9. Team Collaboration SOP
10. Site Clean-up SOP

Presentations

Shop Fitter 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 Template
2. Client Presentation Template
3. Budget and Cost Analysis Template
4. Safety and Compliance Review Template
5. Team Performance Review Template

Legal Docs

There are several key times when a Shop Fitter 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. Construction Contract Template
2. Subcontractor Agreement Template
3. Change Order Template
4. Safety Policy Template
5. Non-Disclosure Agreement Template

Health & Safety Templates

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

1. Risk Assessment Template
2. Toolbox Talk Template
3. Incident Report Template
4. Health and Safety Inspection Template
5. Personal Protective Equipment (PPE) Checklist Template

Calendars

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

1. Project Schedule Calendar
2. Equipment and Material Delivery Calendar
3. Staff Work Schedule Calendar
4. Client Meeting and Site Visit Calendar
5. Safety and Compliance Calendar

Invoice Templates

Several types of Shop Fitter 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. Miscellaneous Expenses Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Employee Feedback Survey
3. Project Evaluation Survey
4. Supplier Performance Survey
5. Safety and Compliance Survey

Meeting Agendas

Having premade Shop Fitter 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. Progress Review Meeting
3. Safety and Compliance Meeting
4. Client Meeting
5. Team Collaboration Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Project Budget Template
3. Labor Cost Budget Template
4. Material Cost Budget Template
5. Equipment Cost Budget Template

Dashboards

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

1. Project Progress Dashboard
2. Financial Performance Dashboard
3. Resource Allocation Dashboard
4. Safety Compliance Dashboard
5. Client Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Shop Fitter 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. “Shop Renovation Proposal”
2. “Storefront Design Proposal”
3. “Interior Fit-Out Proposal”
4. “Shop Display Installation Proposal”
5. “Shop Expansion 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 Shop Fitter 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.