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A trade template will be your guide to material procurement, process and task descriptions, and work reports in the trades sector. Not only do they serve a purpose in the production of trade components, but they also help when assembling parts and equipment. The trades industry has many moving parts, including planning activities according to the customer's wishes, preparing offers, and instructing customers on how to use and assemble the product.
A personalized trade template can be of great advantage in all of these areas. It allows for a more efficient and organized work structure while leaving a digitalized paper trail. You can carry out checks cost-effectively on-site, in production, or on the customer's premises. Browse Lumiform’s library of over 50 trade templates below!
Use this compressor preventive maintenance checklist to inspect multiple air compressors in operation.
Use this air conditioning commissioning sheet to validate that packaged air conditioning units still conform with design specifications after installation onsite.
Use this behavior based safety checklist to check that all security measures have been trained.
Use this boiler inspection checklist template to test oil and gas fired boilers prior to certification.
This chiller plant maintenance checklist template is used by maintenance managers to schedule weekly or monthly inspections.
Use this chimney inspection checklist template to evaluate the chimney systems and ensure it is safe and operational.
This cold work permit form covers potential hazards which need to be checked in the work area.
Use this preventative maintenance inspection checklist for all your HVAC equipment. Keep all your heating and cooling systems in check.
Use this critical behavior checklist template to check whether the employee complies with all health and safety measures.
Complete the pre-startup safety checklist before commencing tasks for the day. Ensure all workers are aware of safety requirements and sign for attendance.
Use this template for a dual-fuel heat pump furnace maintenance checklist to thoroughly inspect dual-fuel heat pump furnaces.
This customizable electrical certificate of compliance template can be used by electrical inspection servicing companies.
Use this electrical safety audit report template to conduct an electrical inspection regularly.
Use this device matter template to enter details about the devices separately, including their type.
Use this equipment maintenance log template to document maintenance and inspection done with the work equipment.
Use this equipment validation protocol template to report the verifying of the equipment/system final design.
A field level hazard assessment template aims to help frontline workers identify and immediately control hazards in designated work areas.
A field level risk assessment template to identify hazards, assess risks, and control exposure to them before the work in the field begins.
Use this field service work audit checklist to check whether safety regulations are being observed when working on site.
Flooring inspectors can use this template to check the floor conditions and to create their flooring inspection report.
Use the template for your food truck maintenance checklist to ensure that a food truck is fully operational and in good condition.
This template can be used for annual harness inspections, as well as regular inspections to ensure equipment is safe for use.
Use this furnace maintenance checklist template to identify furnace repair and maintenance needs.
The more specific and target-oriented the template, the more efficiently tasks can be processed. Checklist templates must be professionally and carefully structured to maintain an effective organizational system. A template is worth its weight in gold, especially for activities that are highly detail-oriented or performed infrequently.
The following five steps will help you to create checklist templates for planning, repair, and production tasks:
An important factor in their creation is the simple design of the checks. This ensures that employees and customers understand the template at first sight and that no questions remain unanswered. Comprehensibly designed templates also facilitate the subsequent evaluation of the information.
Use digital templates to check your equipment and materials for completeness. Position yourself as a reliable and high-quality company by adapting your templates to meet your operational characteristics.
By using a digital template, you can detect and eliminate defects early on. This leads to fewer weak points in the manufacturing and delivery process.
Trade work comprises many tasks with extensive activities and examinations. A template for production acceptance tests in the trade work alone can vary greatly, depending on the particular job. The importance of comments, notes, or recommendations on the respective form is critical to meet the order’s completeness requirement..
Testing the trades template is the only way you can identify any gaps and errors. Based on the results, you update and adapt your template until you’re sure it will hold up against every variable or deviation you can throw at it.
Regular site inspections and safety measures can greatly reduce workplace accidents. Because of the structured nature of checklist template, all safety precuations are checked one after another.
Trade templates and checklists save time, facilitate communication, and increase workplace safety. Order information and instructions can easily be kept track of so that project deadlines and order fulfillment are always on time.
All delviery orders, control, protocols, and checks are done with Lumiform’s digital app and software. Employees receive work orders with the forms they need to fill out. After the job is completed, all data is archived in the cloud. This ensures that no documents are lost, and managers always have an up-to-date overview of current, planned, and completed tasks.