Looking for Technical Support Engineer Templates to download? See the main templates that a Technical Support Engineer would use in their day-to-day work.
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Technical Support Engineer Templates
Contents
Technical Support Engineer Templates
There is a huge number of templates that someone in the Technical Support Engineer 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 Technical Support Engineer. 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 Performance Report
2. Customer Support Ticket Tracker
3. Product Bug Report
4. Knowledge Base Article Template
5. Service Level Agreement (SLA) Template
6. Technical Documentation Template
7. Weekly Team Meeting Agenda
8. Customer Satisfaction Survey
9. Training Material Template
10. Incident Report Template
Reports
Reports are often prepared by a Technical Support Engineer 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 Ticket Resolution Report
2. Customer Satisfaction Survey Report
3. Product Performance Analysis Report
4. Service Level Agreement Compliance Report
5. Incident Trend Analysis Report
6. Knowledge Base Utilization Report
7. Escalation Report
8. Team Performance Metrics Report
9. Customer Feedback Analysis Report
10. Equipment Maintenance 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 Technical Support Engineer does and how they do it.
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Presentations
Technical Support Engineer 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 Performance Report
2. Product Update Presentation
3. Troubleshooting Guide
4. Training Session Presentation
5. Customer Feedback Analysis
Legal Docs
There are several key times when a Technical Support Engineer 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 Level Agreement (SLA)
3. Software License Agreement
4. End User License Agreement (EULA)
5. Master Service Agreement (MSA)
Health & Safety Templates
Health & Safety templates for a Technical Support Engineer 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. Emergency Response Plan Template
5. Health and Safety Training Record Template
Calendars
Setting up Technical Support Engineer calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Work Schedule Calendar
2. Customer Support Calendar
3. Project Management Calendar
4. Training and Development Calendar
5. Maintenance and Updates Calendar
Invoice Templates
Several types of Technical Support Engineer invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Service Invoice
2. Hardware Sales Invoice
3. Software Licensing Invoice
4. Onsite Support Invoice
5. Training Services Invoice
Survey Templates
For a Technical Support Engineer to get insights related to the work they do, they need to send out Technical Support Engineer surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Technical Support Experience Survey
4. Service Quality Survey
5. Knowledge Base Effectiveness Survey
Meeting Agendas
Having premade Technical Support Engineer 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 Team Meeting
2. Customer Support Review Meeting
3. Product Development Meeting
4. Training and Knowledge Sharing Session
5. Performance Evaluation Meeting
Budget Templates
To manage finances well, a Technical Support Engineer would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Expense Budget Template
2. Income and Savings Budget Template
3. Debt Repayment Budget Template
4. Travel and Entertainment Budget Template
5. Emergency Fund Budget Template
Dashboards
Dashboards are a useful way for a Technical Support Engineer to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Monthly Performance Dashboard
2. Customer Satisfaction Dashboard
3. Ticket Resolution Dashboard
4. Productivity Dashboard
5. SLA Compliance Dashboard
Proposal Templates
For bidding or requesting work, a Technical Support Engineer 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 Maintenance Proposal
2. Software Upgrade Proposal
3. Network Infrastructure Proposal
4. Security Enhancement Proposal
5. Hardware Replacement 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 Technical Support Engineer 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.
