Surveyor Templates

Surveyor Templates

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

1. Monthly Project Progress Report
2. Site Inspection Checklist
3. Construction Cost Estimate
4. Survey Data Collection Sheet
5. Equipment Maintenance Log
6. Material Requisition Form
7. Change Order Request
8. Daily Work Log
9. Safety Inspection Report
10. Project Closeout Checklist

Reports

Reports are often prepared by a Surveyor 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 Construction Progress Report
2. Site Inspection Report
3. Equipment Utilization Report
4. Material Inventory Report
5. Safety Incident Report
6. Cost Analysis Report
7. Quality Control Report
8. Client Satisfaction Survey Report
9. Subcontractor Performance Report
10. Project Budget 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 Surveyor does and how they do it.

1. Site Inspection SOP
2. Equipment Calibration SOP
3. Data Collection SOP
4. Boundary Survey SOP
5. Topographic Survey SOP
6. Construction Layout SOP
7. As-Built Survey SOP
8. GPS Survey SOP
9. Legal Description SOP
10. Final Report SOP

Presentations

Surveyor 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. Construction Site Safety Presentation
3. Client Meeting Presentation
4. Budget and Cost Analysis Presentation
5. New Technology Implementation Update

Legal Docs

There are several key times when a Surveyor 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. Land Survey Agreement Template
3. Property Deed Template
4. Easement Agreement Template
5. Construction Lien Template

Health & Safety Templates

Health & Safety templates for a Surveyor 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. Toolbox Talk Template
4. Safety Inspection Checklist Template
5. Personal Protective Equipment (PPE) Checklist Template

Calendars

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

1. Project Schedule Calendar
2. Site Inspection Calendar
3. Equipment Maintenance Calendar
4. Team Meeting Calendar
5. Client Meeting Calendar

Invoice Templates

Several types of Surveyor 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. Mileage and Travel Expenses Invoice
4. Material and Supply Invoice
5. Additional Labor and Overtime Invoice

Survey Templates

For a Surveyor to get insights related to the work they do, they need to send out Surveyor 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. Safety Assessment Survey
5. Supplier Performance Survey

Meeting Agendas

Having premade Surveyor 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. Stakeholder Meeting
4. Safety Meeting
5. Budget and Cost Review Meeting

Budget Templates

To manage finances well, a Surveyor 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. Equipment and Supplies Budget Template
4. Travel and Transportation Budget Template
5. Marketing and Advertising Budget Template

Dashboards

Dashboards are a useful way for a Surveyor 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. Cost Analysis Dashboard
4. Quality Control Dashboard
5. Safety Compliance Dashboard

Proposal Templates

For bidding or requesting work, a Surveyor 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. Construction Site Survey Proposal
2. Topographic Survey Proposal
3. Boundary Survey Proposal
4. Subdivision Survey Proposal
5. Construction Layout Survey 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 Surveyor 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.