Tool Pusher Templates

Tool Pusher Templates

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

1. Daily Drilling Report
2. Rig Inspection Checklist
3. Safety Meeting Minutes
4. Equipment Maintenance Log
5. Incident Report Form
6. Job Hazard Analysis Template
7. Monthly Production Report
8. Rig Crew Schedule
9. Material Requisition Form
10. Rig Inventory Spreadsheet

Reports

Reports are often prepared by a Tool Pusher 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. Daily Drilling Report
2. Weekly Rig Activity Report
3. Monthly Production Report
4. Equipment Maintenance Report
5. Health, Safety, and Environment Report
6. Cost Analysis Report
7. Wellbore Integrity Report
8. Personnel Performance Report
9. Inventory Management Report
10. Incident and Accident 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 Tool Pusher does and how they do it.

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Presentations

Tool Pusher 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 Operations Report
2. Safety Performance Review
3. Rig Efficiency Analysis
4. Equipment Maintenance Update
5. Cost Analysis and Budget Review

Legal Docs

There are several key times when a Tool Pusher 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 Agreement Template
2. Non-Disclosure Agreement Template
3. Safety Policy Template
4. Incident Report Template
5. Equipment Maintenance Log Template

Health & Safety Templates

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

1. Incident Report Template
2. Safety Meeting Minutes Template
3. Job Safety Analysis Template
4. Equipment Inspection Checklist Template
5. Hazard Identification and Risk Assessment Template

Calendars

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

1. Rig Schedule Calendar
2. Maintenance Calendar
3. Crew Rotation Calendar
4. Safety Training Calendar
5. Equipment Inspection Calendar

Invoice Templates

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

1. Monthly Equipment Rental Invoice
2. Drilling Services Invoice
3. Maintenance and Repair Invoice
4. Transportation and Logistics Invoice
5. Crew Accommodation Invoice

Survey Templates

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

1. Employee Satisfaction Survey
2. Safety Awareness Survey
3. Training Needs Assessment Survey
4. Equipment Performance Survey
5. Job Satisfaction Survey

Meeting Agendas

Having premade Tool Pusher 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 Operations Review Meeting
2. Safety and Compliance Meeting
3. Equipment Maintenance and Inspection Meeting
4. Crew Training and Development Meeting
5. Production and Efficiency Analysis Meeting

Budget Templates

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

1. Monthly Operating Budget Template
2. Equipment Maintenance Budget Template
3. Employee Payroll Budget Template
4. Supply and Inventory Budget Template
5. Capital Expenditure Budget Template

Dashboards

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

1. Production Dashboard
2. Safety Dashboard
3. Cost Analysis Dashboard
4. Equipment Maintenance Dashboard
5. Workforce Management Dashboard

Proposal Templates

For bidding or requesting work, a Tool Pusher 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 Equipment Maintenance Proposal
2. Rig Upgrade Proposal
3. Safety Training Proposal
4. Cost Optimization Proposal
5. New Technology Implementation 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 Tool Pusher 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.