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Professionally-formatted Excel and PDF templates for contractors across every trade. Use them as-is, or use Field PM to ditch the spreadsheets entirely.
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Crew, materials, equipment, subs, safety, delays, visitors, sign-off — and a Week Summary roll-up tab. 3-tab Excel workbook.
Pre-task hazard analysis — step, hazard, control, PPE, risk, crew sign-in, supervisor sign-off.
Built around arc flash & shock — LOTO block, NFPA 70E PPE category, approach boundaries, filled 480V example.
Blank, OSHA-defensible JSA form with a built-in 5×5 risk-assessment matrix. Print or save as PDF.
The editable .xlsx Job Safety Analysis — no macros, no locked cells. Customize the columns; works in Sheets.
The OSHA-3071 Job Hazard Analysis — same document as a JSA, in the term federal & industrial jobs prefer.
Weekly safety meeting roster + topic + key points + 25-line attendee sign-in. Print-ready for the trailer wall.
T&M backup with labor, equipment, materials, subs, markup, customer sign-off — the basis for every claim.
2-tab workbook: single-page RFI form and a project-level RFI log. Tracks dates, status, and cost/schedule impact.
PCO/CO form with scope, cost breakdown by category, markup, schedule impact, tri-party sign-off.
Weld #, drawing, joint, size, WPS, welder, date, VI / NDE result, heat # per side, filler batch. ASME / AWS / API aligned.
Item, location, trade, priority, assigned, due, photo ref, status. The substantial-completion close-out tool.
Sub-specific daily report — crew, work, materials, safety, GC interactions, delays. The form GCs ask every sub for.
G703-style continuation sheet with scheduled value, % complete, stored materials, retainage, and live total formulas.
Conditional & unconditional waiver and release on progress and final payment — all four in one workbook with notary blocks.
Weekly hours by employee, day, and cost code with auto total, regular, OT, and DT columns and crew totals.
Track submittals by spec section through GC and A/E review with status, ball-in-court, and days-open.
Eight hazard sections — housekeeping, PPE, electrical, falls, fire, hazmat — pass/fail with corrective actions.
Parts A–G OSHA recordkeeping form — details, injured person, classification, witness, root cause, sign-offs.
Daily pre-use check — fluids, tires/tracks, brakes, lights, safety devices — with out-of-service and work-order columns.
Short-interval planning grid — 15 day columns across three weeks, by crew and cost code, with constraints.
Formwork, rebar, embeds, subgrade, weather, and pour readiness — with a required sign-off before placement.
WPS index, welder qualification & continuity with re-qual dates, and a production weld log — three tabs.
Labor histogram by week with auto crew counts and a built-in S-curve. Type hours; the bell-curve bars and % complete draw themselves.
Planned vs actual cumulative progress curve from labor hours, with % complete, period variance, and the manpower histogram behind it.
Every contractor needs the same basic paper trail — a daily field report, a JSA (job safety analysis), a toolbox-talk sign-in, a T&M (time & materials) ticket, an RFI (request for information), a change order / PCO, a punch list, and (for piping & mechanical) a weld log. Most teams build them in Excel from scratch (or copy a coworker's 2017 template). This library skips that step.
Categories: Field Reports · Safety · Billing · Project Management · QAQC. Every download is a clean, print-ready Excel or PDF file that works in Excel, Google Sheets, and Numbers — no macros, no protected cells, no surprises.
Trades we've built for: general contractors, mechanical, piping, electrical, structural steel, civil, concrete, drywall, site work, and HVAC service contractors. The fields are generic enough that any field-based trade can adapt them in five minutes.
Every template on this page is also built into Field PM — a full construction project management software with foreman daily reports, PM dashboards, productivity tracking by cost code, AIA-style G702 / G703 billing with schedule of values (SOV), RFI & change-order management, QAQC inspection logs and punch lists, safety reporting with an exportable OSHA 300 log, weld mapping (a free WeldTrace alternative / CWI software), and optional add-ons for service dispatch, T&M billing, sales & estimating, construction time clock, and fleet tracking.
On the construction side, Field PM is a Procore alternative, Buildertrend alternative, and CoConstruct alternative. On the service side, it's a ServiceTitan alternative, Jobber alternative, Housecall Pro alternative, and FieldEdge alternative for HVAC contractors, plumbing contractors, electrical contractors, and mechanical service teams. Foremen, QAQC officers, safety officers, and subcontractors are always free and unlimited — pricing starts at $99/month with a 30-day free trial.
Tired of Excel?
Daily reports, JSAs, T&M tickets, RFIs, change orders, weld logs, punch lists — every template on this page is built into Field PM. Crews submit from a phone, supers don't re-type, and the GC gets a clean PDF with one click. 30 days free, no credit card.
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