Thatcher Templates

Thatcher Templates

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

1. Job Estimate Template
2. Work Order Template
3. Material Inventory Spreadsheet
4. Project Schedule Template
5. Safety Inspection Checklist Template
6. Invoice Template
7. Purchase Order Template
8. Equipment Maintenance Log Template
9. Employee Timesheet Template
10. Project Progress Report Template

Reports

Reports are often prepared by a Thatcher 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 Sales Report
2. Project Progress Report
3. Material Inventory Report
4. Equipment Utilization Report
5. Labor Cost Report
6. Safety Incident Report
7. Financial Performance Report
8. Customer Satisfaction Report
9. Supplier Performance Report
10. Competitive Analysis 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 Thatcher does and how they do it.

1. Safety SOP
2. Equipment Maintenance SOP
3. Material Handling SOP
4. Scaffold Construction SOP
5. Roofing Installation SOP
6. Repair and Maintenance SOP
7. Site Preparation SOP
8. Waste Management SOP
9. Quality Control SOP
10. Project Completion SOP

Presentations

Thatcher 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. Client Proposal Presentation
3. Safety Training and Compliance Review
4. Team Performance Review
5. Cost Analysis and Budget Presentation

Legal Docs

There are several key times when a Thatcher 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. Employment Contract Template
2. Non-Disclosure Agreement Template
3. Liability Waiver Template
4. Construction Agreement Template
5. Subcontractor Agreement Template

Health & Safety Templates

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

1. Risk Assessment Template
2. Personal Protective Equipment (PPE) Checklist Template
3. Hazardous Substance Register Template
4. Site Safety Inspection Checklist Template
5. Accident and Incident Report Template

Calendars

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

1. Work Schedule Calendar
2. Project Timeline Calendar
3. Equipment Maintenance Calendar
4. Material Delivery Calendar
5. Safety Training Calendar

Invoice Templates

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

1. Monthly Labor Invoice
2. Materials and Supplies Invoice
3. Equipment Rental Invoice
4. Project Completion Invoice
5. Maintenance and Repair Invoice

Survey Templates

For a Thatcher to get insights related to the work they do, they need to send out Thatcher 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 Compliance Survey
5. Supplier Performance Survey

Meeting Agendas

Having premade Thatcher 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 Project Review Meeting
2. Safety and Compliance Meeting
3. Team Collaboration Meeting
4. Supplier and Vendor Meeting
5. Client Progress Update Meeting

Budget Templates

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

1. Income Budget Template
2. Expense Budget Template
3. Material Cost Budget Template
4. Labor Cost Budget Template
5. Equipment Cost Budget Template

Dashboards

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

1. Sales Performance Dashboard
2. Project Progress Dashboard
3. Financial Overview Dashboard
4. Resource Allocation Dashboard
5. Safety Compliance Dashboard

Proposal Templates

For bidding or requesting work, a Thatcher 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. Roof Repair Proposal
2. New Roof Installation Proposal
3. Gutter Replacement Proposal
4. Chimney Repair Proposal
5. Siding Installation 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 Thatcher 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.