Tool Smith Templates

Tool Smith Templates

There is a huge number of templates that someone in the Tool Smith 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 Smith. 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 Production Report
2. Inventory Management Spreadsheet
3. Purchase Order Template
4. Sales Forecast Spreadsheet
5. Quality Control Checklist
6. Equipment Maintenance Log
7. Employee Attendance Tracker
8. Cost Analysis Spreadsheet
9. Production Schedule Template
10. Supplier Evaluation Form

Reports

Reports are often prepared by a Tool Smith 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. Production Efficiency Report
2. Inventory Analysis Report
3. Quality Control Report
4. Sales and Revenue Report
5. Cost Analysis Report
6. Equipment Maintenance Report
7. Employee Performance Report
8. Customer Satisfaction Report
9. Supplier Performance Report
10. Safety and Compliance 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 Smith does and how they do it.

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Presentations

Tool Smith 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 Sales Report
2. Production Efficiency Analysis
3. Quality Control Metrics
4. New Product Development Update
5. Cost Analysis and Budget Review

Legal Docs

There are several key times when a Tool Smith 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. Purchase Order Template
4. Sales Agreement Template
5. Supplier Agreement Template

Health & Safety Templates

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

1. Incident Report Template
2. Safety Inspection Checklist Template
3. Hazard Identification Template
4. Training Attendance Record Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

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

1. Production Schedule Calendar
2. Maintenance Calendar
3. Inventory Management Calendar
4. Quality Control Calendar
5. Employee Shift Schedule Calendar

Invoice Templates

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

1. Sales Invoice: This invoice is used to bill customers for the tools sold during the month.
2. Purchase Invoice: This invoice is used to record and track the tools purchased from suppliers.
3. Service Invoice: This invoice is used to bill customers for any additional services provided, such as tool repairs or maintenance.
4. Expense Invoice: This invoice is used to document and track any expenses incurred during the month, such as raw materials or shipping costs.
5. Credit Invoice: This invoice is used to issue credits or refunds to customers for returned or faulty tools

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Quality Survey
3. Employee Feedback Survey
4. Supplier Evaluation Survey
5. Market Research Survey

Meeting Agendas

Having premade Tool Smith 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 Production Review Meeting
2. Quality Control Meeting
3. Supply Chain Management Meeting
4. Team Performance Evaluation Meeting
5. New Product Development Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Sales and Revenue Budget Template
3. Production Cost Budget Template
4. Labor Cost Budget Template
5. Capital Expenditure Budget Template

Dashboards

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

1. Production Efficiency Dashboard
2. Inventory Management Dashboard
3. Quality Control Dashboard
4. Sales and Revenue Dashboard
5. Employee Performance Dashboard

Proposal Templates

For bidding or requesting work, a Tool Smith 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 Sales Proposal
2. New Product Development Proposal
3. Cost Reduction Proposal
4. Process Improvement Proposal
5. Supplier Evaluation 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 Smith 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.