Yacht Builder Templates

Looking for Yacht Builder Templates to download? See the main templates that a Yacht Builder would use in their day-to-day work.

Need one of these templates? Request for it to be built by one of our experts.

Yacht Builder Templates

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

1. Sales Order Template
2. Purchase Order Template
3. Production Schedule Template
4. Bill of Materials Template
5. Quality Control Checklist Template
6. Inventory Management Spreadsheet
7. Cost Analysis Template
8. Employee Timesheet Template
9. Project Budget Template
10. Maintenance Log Template


Reports are often prepared by a Yacht Builder 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. Sales Report
2. Production Report
3. Inventory Report
4. Quality Control Report
5. Cost Analysis Report
6. Supplier Performance Report
7. Employee Productivity Report
8. Maintenance Report
9. Customer Satisfaction Report
10. Financial Statement 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 Yacht Builder does and how they do it.


Yacht Builder 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. New Product Launch Presentation
4. Supplier Performance Evaluation
5. Customer Satisfaction Survey Results

Legal Docs

There are several key times when a Yacht Builder 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 Agreement Template
4. Supplier Agreement Template
5. Warranty Agreement Template

Health & Safety Templates

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

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Emergency Response Plan Template
5. Personal Protective Equipment (PPE) Assessment Template


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

1. Production Schedule Calendar
2. Delivery Schedule Calendar
3. Maintenance Schedule Calendar
4. Employee Schedule Calendar
5. Sales and Marketing Calendar

Invoice Templates

Several types of Yacht Builder 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 sale of yachts and related products.
2. Purchase Invoice: This invoice is used to record and track the expenses incurred for purchasing materials and equipment needed for yacht manufacturing.
3. Service Invoice: This invoice is used to bill customers for any additional services provided, such as yacht maintenance or repairs.
4. Proforma Invoice: This invoice is used to provide customers with a detailed breakdown of costs and estimated expenses before the actual sale is made.
5. Credit Invoice: This invoice is used to issue credit to customers for returns, refunds, or any adjustments made to previous invoices

Survey Templates

For a Yacht Builder to get insights related to the work they do, they need to send out Yacht Builder 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 Yacht Builder 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. Production Planning Meeting
2. Design Review Meeting
3. Supply Chain Meeting
4. Quality Assurance Meeting
5. Project Status Meeting

Budget Templates

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

1. Sales Budget Template
2. Production Budget Template
3. Materials Budget Template
4. Labor Budget Template
5. Overhead Budget Template


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

1. Sales Performance Dashboard
2. Production Efficiency Dashboard
3. Inventory Management Dashboard
4. Quality Control Dashboard
5. Financial Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Yacht Builder 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. New Yacht Design Proposal
2. Yacht Customization Proposal
3. Yacht Refurbishment Proposal
4. Yacht Maintenance Proposal
5. Yacht Sales 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 Yacht Builder 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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