Structural Steel Detailer Templates

Structural Steel Detailer Templates

There is a huge number of templates that someone in the Structural Steel Detailer 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 Structural Steel Detailer. 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 Template
2. Material Takeoff Template
3. Shop Drawing Template
4. Bill of Materials Template
5. Welding Procedure Specification Template
6. Fabrication Drawing Template
7. Quality Control Checklist Template
8. RFI (Request for Information) Template
9. Change Order Template
10. Punch List Template

Reports

Reports are often prepared by a Structural Steel Detailer 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. Project Progress Report
2. Material Inventory Report
3. Shop Drawing Approval Report
4. Fabrication Schedule Report
5. Quality Control Inspection Report
6. Welding Procedure Qualification Report
7. Field Installation Report
8. Change Order Report
9. Cost Analysis Report
10. Project Closeout 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 Structural Steel Detailer does and how they do it.

1. Project Initiation SOP
2. Client Communication SOP
3. Site Visit SOP
4. Structural Analysis SOP
5. Detailing and Drafting SOP
6. Quality Control SOP
7. Material Procurement SOP
8. Fabrication SOP
9. Assembly and Installation SOP
10. Project Closeout SOP

Presentations

Structural Steel Detailer 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. Design Review Presentation Template
3. Shop Drawing Presentation Template
4. Client Meeting Presentation Template
5. Quality Control Presentation Template

Legal Docs

There are several key times when a Structural Steel Detailer 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. Non-Disclosure Agreement (NDA)
2. Service Agreement
3. Purchase Order
4. Subcontractor Agreement
5. Change Order Form

Health & Safety Templates

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

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

Calendars

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

1. Project Schedule Calendar
2. Production Calendar
3. Delivery Schedule Calendar
4. Meeting and Appointment Calendar
5. Deadline Calendar

Invoice Templates

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

1. Monthly Structural Steel Detailing Invoice
2. Steel Fabrication Invoice
3. Shop Drawing Invoice
4. Material Takeoff Invoice
5. As-Built Drawing Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Project Feedback Survey
3. Quality Control Survey
4. Team Collaboration Survey
5. Industry Trends Survey

Meeting Agendas

Having premade Structural Steel Detailer 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. Design Review Meeting
3. Coordination Meeting
4. Progress Update Meeting
5. Quality Control Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income Tracking Template
3. Project Budget Template
4. Savings Goal Template
5. Debt Repayment Template

Dashboards

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

1. Project Progress Dashboard
2. Material Inventory Dashboard
3. Production Schedule Dashboard
4. Quality Control Dashboard
5. Cost Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Structural Steel Detailer 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. “Structural Steel Detailing Proposal”
2. “Steel Fabrication Proposal”
3. “Shop Drawing Proposal”
4. “Steel Connection Design Proposal”
5. “Structural Analysis 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 Structural Steel Detailer 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.