Water Taxi Operator Templates

There is a huge number of templates that someone in the Water Taxi Operator 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 Water Taxi Operator. 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 Schedule Template
2. Passenger Manifest Template
3. Fuel Consumption Spreadsheet
4. Maintenance Log Template
5. Invoice Template
6. Expense Report Template
7. Safety Inspection Checklist Template
8. Employee Schedule Template
9. Reservation Form Template
10. Incident Report Template

Reports

Reports are often prepared by a Water Taxi Operator 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 Revenue Report
2. Passenger Count Report
3. Fuel Consumption Report
4. Maintenance and Repair Report
5. Employee Payroll Report
6. Customer Satisfaction Survey Report
7. Route Efficiency Report
8. Marketing Campaign Performance Report
9. Safety Incident Report
10. Competitor 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 Water Taxi Operator does and how they do it.

1. Daily Pre-Departure Checklist
2. Passenger Boarding Procedure
3. Emergency Response Plan
4. Vessel Maintenance Checklist
5. Fueling and Refueling Procedure
6. Docking and Mooring Protocol
7. Safety Equipment Inspection
8. Passenger Safety Briefing
9. Navigation and Route Planning
10. Incident Reporting and Documentation

Presentations

Water Taxi Operator 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 Financial Report
2. Customer Satisfaction Survey Results
3. Safety Training and Procedures
4. Marketing and Promotions Update
5. Operational Efficiency Analysis

Legal Docs

There are several key times when a Water Taxi Operator 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. Liability Waiver Template
2. Passenger Agreement Template
3. Employee Contract Template
4. Vessel Maintenance Checklist Template
5. Incident Report Template

Health & Safety Templates

Health & Safety templates for a Water Taxi Operator 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. Emergency Response Plan Template
4. Safety Meeting Agenda Template
5. Risk Assessment Template

Calendars

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

1. Monthly Schedule Calendar
2. Crew Rotation Calendar
3. Maintenance and Inspection Calendar
4. Special Events Calendar
5. Reservation and Booking Calendar

Invoice Templates

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

1. Monthly Water Taxi Service Invoice
2. Fuel and Maintenance Invoice
3. Docking and Mooring Fees Invoice
4. Special Event Charter Invoice
5. Additional Services Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Service Quality Evaluation Survey
3. Trip Experience Feedback Survey
4. Pricing and Fare Assessment Survey
5. Safety and Security Assessment Survey

Meeting Agendas

Having premade Water Taxi Operator 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 Training Meeting
3. Customer Feedback and Service Improvement Meeting
4. Staff Performance Evaluation Meeting
5. Marketing and Promotions Planning Meeting

Budget Templates

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

1. Income and Expense Budget Template
2. Fuel and Maintenance Budget Template
3. Crew and Staffing Budget Template
4. Marketing and Advertising Budget Template
5. Capital Expenditure Budget Template

Dashboards

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

1. Revenue Dashboard
2. Customer Satisfaction Dashboard
3. Operational Efficiency Dashboard
4. Fleet Performance Dashboard
5. Safety and Compliance Dashboard

Proposal Templates

For bidding or requesting work, a Water Taxi Operator 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 Marketing Proposal
2. Fleet Expansion Proposal
3. Customer Satisfaction Improvement Proposal
4. Partnership and Collaboration Proposal
5. Cost Reduction and Efficiency Enhancement 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 Water Taxi Operator 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.

Water Taxi Operator Templates