Surveying Technician Templates

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

1. Field Survey Data Sheet
2. Topographic Survey Template
3. Construction Stakeout Template
4. Boundary Survey Template
5. As-Built Survey Template
6. GPS Survey Template
7. Leveling Survey Template
8. Quantity Calculation Spreadsheet
9. Survey Report Template
10. Equipment Calibration Log

Reports

Reports are often prepared by a Surveying Technician 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 Survey Progress Report
2. Field Data Collection Report
3. Topographic Survey Report
4. Boundary Survey Report
5. Construction Survey Report
6. Subdivision Survey Report
7. As-Built Survey Report
8. Geodetic Survey Report
9. Hydrographic Survey Report
10. Quantity Survey 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 Surveying Technician does and how they do it.

1. Field Survey SOP
2. Data Collection SOP
3. GPS Survey SOP
4. Topographic Mapping SOP
5. Boundary Survey SOP
6. Construction Staking SOP
7. GIS Data Management SOP
8. Remote Sensing SOP
9. Geodetic Survey SOP
10. Survey Equipment Maintenance SOP

Presentations

Surveying Technician 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 Project Progress Report
2. Site Inspection Findings and Recommendations
3. Survey Data Analysis and Visualization
4. Client Presentation on Land Development Proposals
5. Safety Training and Compliance Update

Legal Docs

There are several key times when a Surveying Technician 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. Land Survey Agreement Template
2. Easement Agreement Template
3. Boundary Line Agreement Template
4. Right of Way Agreement Template
5. Subdivision Plat Template

Health & Safety Templates

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

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

Calendars

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

1. Work Schedule Calendar
2. Project Timeline Calendar
3. Field Survey Calendar
4. Equipment Maintenance Calendar
5. Training and Development Calendar

Invoice Templates

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

1. Monthly Surveying Services Invoice
2. Equipment Rental Invoice
3. Travel Expenses Invoice
4. Field Work Labor Invoice
5. Mapping and Data Analysis Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Employee Engagement Survey
3. Product Feedback Survey
4. Market Research Survey
5. Project Evaluation Survey

Meeting Agendas

Having premade Surveying Technician 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. Client Feedback Meeting
4. Team Collaboration Meeting
5. Budget and Resource Allocation Meeting

Budget Templates

To manage finances well, a Surveying Technician 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. Travel Expense Budget Template
5. Equipment and Supplies Budget Template

Dashboards

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

1. Project Progress Dashboard
2. Equipment Utilization Dashboard
3. Quality Control Dashboard
4. Client Satisfaction Dashboard
5. Financial Performance Dashboard

Proposal Templates

For bidding or requesting work, a Surveying Technician 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 Surveying Equipment Maintenance Proposal
2. Monthly Land Surveying Proposal for Construction Projects
3. Monthly Topographic Survey Proposal for Infrastructure Development
4. Monthly Boundary Survey Proposal for Real Estate Transactions
5. Monthly Hydrographic Survey Proposal for Coastal Engineering Projects

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 Surveying Technician 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.

Surveying Technician Templates