Taxi Proprietor Templates

Taxi Proprietor Templates

There is a huge number of templates that someone in the Taxi Proprietor 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 Taxi Proprietor. 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 Income Statement
2. Daily Trip Log
3. Vehicle Maintenance Log
4. Driver Schedule
5. Customer Feedback Form
6. Fuel Expense Tracker
7. Vehicle Insurance Renewal Reminder
8. Monthly Budget Spreadsheet
9. Driver Performance Evaluation
10. Vehicle Inspection Checklist

Reports

Reports are often prepared by a Taxi Proprietor 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 Revenue Report
2. Driver Performance Report
3. Vehicle Maintenance Report
4. Customer Satisfaction Report
5. Fuel Consumption Report
6. Trip Analysis Report
7. Expense Report
8. Driver Payroll Report
9. Marketing Campaign Report
10. Insurance Claims 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 Taxi Proprietor does and how they do it.

1. Driver Onboarding SOP
2. Vehicle Maintenance SOP
3. Customer Service SOP
4. Dispatching SOP
5. Billing and Payment SOP
6. Safety and Security SOP
7. Complaint Handling SOP
8. Marketing and Advertising SOP
9. Driver Performance Evaluation SOP
10. Financial Reporting SOP

Presentations

Taxi Proprietor 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 Financial Report
2. Driver Performance Evaluation
3. Customer Satisfaction Survey Results
4. Marketing Campaign Analysis
5. Vehicle Maintenance and Repair Summary

Legal Docs

There are several key times when a Taxi Proprietor 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. Vehicle Lease Agreement
2. Driver Employment Contract
3. Passenger Release of Liability Form
4. Vehicle Accident Report Form
5. Taxi License Application Form

Health & Safety Templates

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

1. Incident Report Template
2. Vehicle Inspection Checklist Template
3. Driver Safety Training Template
4. Emergency Response Plan Template
5. Health and Safety Meeting Minutes Template

Calendars

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

1. Monthly Schedule Calendar
2. Vehicle Maintenance Calendar
3. Driver Shift Schedule Calendar
4. Financial Tracking Calendar
5. Marketing and Promotions Calendar

Invoice Templates

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

1. Monthly Taxi Fare Invoice
2. Fuel and Maintenance Invoice
3. Insurance and Licensing Invoice
4. Advertising and Marketing Invoice
5. Miscellaneous Expenses Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Driver Performance Evaluation Survey
3. Vehicle Maintenance Feedback Survey
4. Pricing and Fare Survey
5. Market Research Survey

Meeting Agendas

Having premade Taxi Proprietor 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 Financial Review Meeting
2. Staff Performance Evaluation Meeting
3. Fleet Maintenance and Upkeep Meeting
4. Marketing and Advertising Strategy Meeting
5. Customer Feedback and Satisfaction Review Meeting

Budget Templates

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

1. Income and Expenses Template
2. Vehicle Maintenance Template
3. Fuel and Gas Template
4. Insurance and Licensing Template
5. Employee Payroll Template

Dashboards

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

1. Revenue Dashboard
2. Expense Dashboard
3. Customer Satisfaction Dashboard
4. Driver Performance Dashboard
5. Vehicle Maintenance Dashboard

Proposal Templates

For bidding or requesting work, a Taxi Proprietor 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 Marketing Proposal
2. Vehicle Maintenance Proposal
3. Driver Training Proposal
4. Customer Satisfaction Proposal
5. Expansion and Growth 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 Taxi Proprietor 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.