Shopfitter Templates

Shopfitter Templates

There is a huge number of templates that someone in the Shopfitter 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 Shopfitter. 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 Proposal Template
2. Cost Estimate Spreadsheet
3. Material Order Form Template
4. Work Schedule Template
5. Site Inspection Checklist Template
6. Change Order Request Form Template
7. Progress Report Template
8. Invoice Template
9. Safety Inspection Checklist Template
10. Project Closeout Checklist Template

Reports

Reports are often prepared by a Shopfitter 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. Safety Incident Report
7. Equipment Maintenance Report
8. Customer Satisfaction 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 Shopfitter does and how they do it.

1. Site Assessment SOP
2. Material Procurement SOP
3. Shopfitting Design SOP
4. Installation Planning SOP
5. Health and Safety SOP
6. Quality Control SOP
7. Project Management SOP
8. Client Communication SOP
9. Site Cleanup SOP
10. Project Handover SOP

Presentations

Shopfitter 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 Meeting Agenda Template

Legal Docs

There are several key times when a Shopfitter 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 Plan Template
5. Payment Agreement Template

Health & Safety Templates

Health & Safety templates for a Shopfitter 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. Safety Inspection Checklist Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

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

1. Project Schedule Calendar
2. Staff Roster Calendar
3. Material Delivery Calendar
4. Equipment Maintenance Calendar
5. Client Meeting Calendar

Invoice Templates

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

1. Standard Invoice: This is the most common invoice template used in the shopfitting industry. It includes all the necessary details such as the client’s name, address, and payment terms.

2. Progress Invoice: This invoice is used when a project is ongoing and payments are made in stages. It outlines the work completed and the amount due for that stage.

3. Retention Invoice: This invoice is used to hold back a percentage of the payment until the project is completed to the client’s satisfaction. It ensures that the shopfitter is paid in full once the project is finished.

4. Final Invoice: This invoice is used at the end of a project to request final payment. It includes all the details of the work completed and any outstanding payments.

5. Variation Invoice: This invoice is used when there are changes to the original scope of work. It outlines the additional work completed and the additional costs incurred

Survey Templates

For a Shopfitter to get insights related to the work they do, they need to send out Shopfitter 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 Shopfitter 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. Design Coordination Meeting
4. Site Inspection Meeting
5. Client Feedback Meeting

Budget Templates

To manage finances well, a Shopfitter 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 and Tools Budget Template

Dashboards

Dashboards are a useful way for a Shopfitter 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. Resource Allocation Dashboard
4. Financial Analysis Dashboard
5. Safety Compliance Dashboard

Proposal Templates

For bidding or requesting work, a Shopfitter 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. “Display Fixture 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 Shopfitter 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.