Tool Pushers Templates

Tool Pushers Templates

There is a huge number of templates that someone in the Tool Pushers 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 Pushers. 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. Rig Crew Schedule
8. Material Requisition Form
9. Rig Inventory Spreadsheet
10. Monthly Production Report

Reports

Reports are often prepared by a Tool Pushers 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. Drilling Performance Report
2. Rig Utilization Report
3. Safety Incident Report
4. Equipment Maintenance Report
5. Cost Analysis Report
6. Production Efficiency Report
7. Wellbore Stability Report
8. Environmental Compliance Report
9. Crew Performance Report
10. Inventory Management 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 Pushers does and how they do it.

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Presentations

Tool Pushers 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 Pushers 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. Master Service Agreement
2. Non-Disclosure Agreement
3. Employment Agreement
4. Safety Policy Agreement
5. Equipment Rental Agreement

Health & Safety Templates

Health & Safety templates for a Tool Pushers 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 Hazard Analysis Template
4. Safety Inspection Checklist Template
5. Emergency Response Plan Template

Calendars

Setting up Tool Pushers 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 Pushers invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Daily Drilling Report Invoice – This invoice template is used to document the daily drilling activities and expenses incurred during the drilling process.
2. Equipment Rental Invoice – This invoice template is used to bill clients for the rental of equipment used during drilling operations.
3. Transportation Invoice – This invoice template is used to bill clients for transportation costs associated with moving equipment and personnel to and from drilling sites.
4. Maintenance and Repair Invoice – This invoice template is used to bill clients for any maintenance or repair work done on equipment used during drilling operations.
5. Personnel Invoice – This invoice template is used to bill clients for the wages and benefits of personnel working on drilling sites

Survey Templates

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

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

Meeting Agendas

Having premade Tool Pushers 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. Production and Efficiency Analysis Meeting
5. Team Training and Development Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income and Revenue Budget Template
3. Equipment and Maintenance Budget Template
4. Personnel and Payroll Budget Template
5. Capital Expenditure Budget Template

Dashboards

Dashboards are a useful way for a Tool Pushers 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 Pushers 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. Safety Training and Certification Proposal
3. Rig Upgrade and Modification Proposal
4. Cost Optimization and Efficiency Proposal
5. Environmental Compliance and Sustainability 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 Pushers 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.