Well Service Derrick Worker Templates

Looking for Well Service Derrick Worker Templates to download? See the main templates that a Well Service Derrick Worker would use in their day-to-day work.

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Well Service Derrick Worker Templates

There is a huge number of templates that someone in the Well Service Derrick Worker 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 Well Service Derrick Worker. 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 Work Log
2. Equipment Inspection Checklist
3. Safety Meeting Agenda
4. Incident Report Form
5. Job Hazard Analysis Template
6. Monthly Maintenance Schedule
7. Time Sheet
8. Material Requisition Form
9. Rigging Plan Template
10. Job Cost Estimate Template


Reports are often prepared by a Well Service Derrick Worker 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 Well Service Activity Report
2. Equipment Maintenance Report
3. Safety Incident Report
4. Production Efficiency Report
5. Well Pressure Analysis Report
6. Cost Analysis Report
7. Inventory Management Report
8. Employee Performance Report
9. Customer Satisfaction Report
10. Environmental Compliance Report


At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Well Service Derrick Worker does and how they do it.

1. Pre-job Safety Meeting SOP
2. Rigging and Lifting SOP
3. Derrick Assembly and Disassembly SOP
4. Well Control Procedures SOP
5. Mud Pump Operation SOP
6. Drill Pipe Handling SOP
7. BOP Testing and Maintenance SOP
8. Wellhead Equipment Installation SOP
9. Casing Running SOP
10. Well Completion and Cleanout SOP


Well Service Derrick Worker 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 Safety Training Presentation
2. Equipment Maintenance and Inspection Report Presentation
3. Job Site Hazard Assessment Presentation
4. Well Service Operation Procedures Presentation
5. Monthly Performance Review Presentation

Legal Docs

There are several key times when a Well Service Derrick Worker 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. Safety Policy Template
3. Incident Report Template
4. Equipment Maintenance Log Template
5. Work Order Template

Health & Safety Templates

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

1. Job Hazard Analysis Template
2. Safety Meeting Minutes Template
3. Incident Report Template
4. Safety Inspection Checklist Template
5. Personal Protective Equipment (PPE) Assessment Template


Setting up Well Service Derrick Worker calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Work Schedule Calendar
2. Equipment Maintenance Calendar
3. Safety Training Calendar
4. Rig Inspection Calendar
5. Job Completion Calendar

Invoice Templates

Several types of Well Service Derrick Worker 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. Labor and Overtime Invoice
3. Materials and Supplies Invoice
4. Travel and Accommodation Invoice
5. Maintenance and Repair Invoice

Survey Templates

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

1. Monthly Job Satisfaction Survey
2. Safety and Risk Assessment Survey
3. Equipment Performance Evaluation Survey
4. Customer Satisfaction Survey
5. Training and Development Needs Assessment Survey

Meeting Agendas

Having premade Well Service Derrick Worker 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 Safety Meeting Template
2. Equipment Maintenance Meeting Template
3. Job Planning Meeting Template
4. Crew Training Meeting Template
5. Performance Review Meeting Template

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Personal Budget Planner
3. Savings Goal Tracker
4. Debt Repayment Plan
5. Annual Budget Forecast


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

1. Production Efficiency Dashboard
2. Safety Performance Dashboard
3. Equipment Maintenance Dashboard
4. Cost Analysis Dashboard
5. Workforce Productivity Dashboard

Proposal Templates

For bidding or requesting work, a Well Service Derrick Worker 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. Well Inspection and Repair Proposal
4. Rigging and Lifting Equipment Upgrade Proposal
5. New Hire Orientation and Training 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 Well Service Derrick Worker 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.

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