Site Agent Templates

Site Agent Templates

There is a huge number of templates that someone in the Site Agent 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 Site Agent. 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 Progress Report
2. Weekly Work Schedule
3. Material Requisition Form
4. Site Inspection Checklist
5. Change Order Request
6. Subcontractor Agreement
7. Equipment Maintenance Log
8. Safety Incident Report
9. Project Cost Estimate
10. Monthly Progress Payment Request

Reports

Reports are often prepared by a Site Agent 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 Progress Report
2. Cost Control Report
3. Quality Assurance Report
4. Health and Safety Report
5. Equipment Utilization Report
6. Material Procurement Report
7. Subcontractor Performance Report
8. Project Schedule Report
9. Risk Assessment Report
10. Stakeholder Communication 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 Site Agent does and how they do it.

1. Site Safety SOP
2. Equipment Maintenance SOP
3. Construction Planning SOP
4. Quality Control SOP
5. Material Procurement SOP
6. Site Inspection SOP
7. Project Progress Reporting SOP
8. Subcontractor Management SOP
9. Site Communication SOP
10. Environmental Compliance SOP

Presentations

Site Agent 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 Progress Report Template
2. Project Status Update Template
3. Safety Performance Review Template
4. Budget and Cost Analysis Template
5. Stakeholder Meeting Presentation Template

Legal Docs

There are several key times when a Site Agent 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. Change Order Template
3. Subcontractor Agreement Template
4. Safety Plan Template
5. Payment Request Template

Health & Safety Templates

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

1. Monthly Site Inspection Checklist
2. Hazard Identification and Risk Assessment Form
3. Incident Report Form
4. Toolbox Talk Template
5. Personal Protective Equipment (PPE) Inspection Checklist

Calendars

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

1. Project Schedule Calendar
2. Equipment and Resource Allocation Calendar
3. Construction Milestones Calendar
4. Safety and Training Calendar
5. Material Delivery and Inventory Calendar

Invoice Templates

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

1. Monthly Progress Invoice
2. Materials and Equipment Invoice
3. Subcontractor Invoice
4. Change Order Invoice
5. Final Payment Invoice

Survey Templates

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

1. Monthly Site Safety Survey
2. Client Satisfaction Survey
3. Subcontractor Performance Survey
4. Equipment and Machinery Inspection Survey
5. Project Progress and Quality Assessment Survey

Meeting Agendas

Having premade Site Agent 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. Client Meeting
5. Subcontractor Coordination Meeting

Budget Templates

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

1. Project Budget Template
2. Labor Budget Template
3. Material Budget Template
4. Equipment Budget Template
5. Overhead Budget Template

Dashboards

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

1. Project Progress Dashboard
2. Resource Allocation Dashboard
3. Safety and Compliance Dashboard
4. Cost and Budget Dashboard
5. Quality Control Dashboard

Proposal Templates

For bidding or requesting work, a Site Agent 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 Progress Report Proposal
2. Budget Proposal
3. Change Order Proposal
4. Safety Improvement Proposal
5. Equipment Upgrade 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 Site Agent 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.