Steel Fabricator Templates

Looking for Steel Fabricator Templates to download? See the main templates that a Steel Fabricator would use in their day-to-day work.

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Steel Fabricator Templates

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

1. Sales Order Template
2. Purchase Order Template
3. Production Schedule Template
4. Inventory Management Template
5. Quality Control Checklist Template
6. Employee Timesheet Template
7. Equipment Maintenance Log Template
8. Financial Statement Template
9. Project Cost Estimation Template
10. Customer Feedback Survey Template


Reports are often prepared by a Steel Fabricator 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. Production Efficiency Report
2. Inventory Analysis Report
3. Sales Performance Report
4. Cost Analysis Report
5. Quality Control Report
6. Equipment Maintenance Report
7. Employee Productivity Report
8. Financial Statement Report
9. Customer Satisfaction Report
10. Safety Compliance Report


At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Steel Fabricator does and how they do it.

1. Welding Procedure Specification (WPS)
2. Material Test Report (MTR)
3. Non-Destructive Testing (NDT) Procedure
4. Quality Control Inspection Checklist
5. Safety Procedure for Welding and Cutting
6. Standard Operating Procedure for CNC Plasma Cutting
7. Standard Operating Procedure for CNC Press Brake
8. Standard Operating Procedure for CNC Shearing
9. Standard Operating Procedure for Welding Machine Maintenance
10. Standard Operating Procedure for Material Handling and Storage


Steel Fabricator 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 Sales Report
2. Production Efficiency Analysis
3. Quality Control Metrics
4. Cost Analysis and Budget Review
5. New Product Development Update

Legal Docs

There are several key times when a Steel Fabricator 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. Non-Disclosure Agreement Template
3. Purchase Order Template
4. Sales Agreement Template
5. Equipment Lease Agreement Template

Health & Safety Templates

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

1. Incident Report Template
2. Hazard Identification Template
3. Safety Inspection Checklist Template
4. Personal Protective Equipment (PPE) Assessment Template
5. Emergency Response Plan Template


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

1. Production Schedule Calendar
2. Delivery Schedule Calendar
3. Maintenance Calendar
4. Employee Shift Schedule Calendar
5. Sales and Marketing Calendar

Invoice Templates

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

1. Sales Invoice: This invoice is used to bill customers for the steel products sold during the month.
2. Purchase Invoice: This invoice is used to record and track the steel materials and supplies purchased from suppliers.
3. Service Invoice: This invoice is used to bill customers for any additional services provided, such as installation or maintenance.
4. Credit Invoice: This invoice is used to issue credit to customers for returned or damaged steel products.
5. Proforma Invoice: This invoice is used to provide a detailed breakdown of costs and pricing for potential customers before a sale is finalized

Survey Templates

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

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

Meeting Agendas

Having premade Steel Fabricator 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 Production Review Meeting
2. Quality Control Meeting
3. Supply Chain Management Meeting
4. Safety and Compliance Meeting
5. Sales and Marketing Strategy Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Sales and Revenue Budget Template
3. Production Cost Budget Template
4. Labor Cost Budget Template
5. Capital Expenditure Budget Template


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

1. Production Efficiency Dashboard
2. Quality Control Dashboard
3. Inventory Management Dashboard
4. Sales and Revenue Dashboard
5. Employee Performance Dashboard

Proposal Templates

For bidding or requesting work, a Steel Fabricator 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 Sales Proposal
2. Cost Reduction Proposal
3. New Product Development Proposal
4. Equipment Upgrade Proposal
5. Process Improvement 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 Steel Fabricator 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.

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