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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.
What AIA Document G716 is, when you need the official form, and a free Excel RFI form + log that captures the same information.
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.
Spread each activity's budget across the months it runs — auto monthly cash flow and a cumulative S-curve. The billing / cash-flow forecast owners and lenders ask for.
Roll up burdened labor, material, equipment, subs, and other direct costs with live overhead, profit, and bond — then send a proposal letter linked to your bid total.
Level sub and supplier bids on equal scope — inclusion/exclusion flags, leveling plugs, ranked leveled totals, and a supplier quote comparison tab.
42-circuit panel schedule with A/B/C phase loading, phase balance, demand kVA and amps, plus a printable circuit directory.
Work-in-progress schedule with cost-to-cost % complete, earned revenue, over/under billing, backlog, and fade/gain by job — what your CPA and surety ask for.
Track every sub's GL, auto, umbrella, and workers' comp limits and endorsements, with automatic red/amber/green expiration alerts.
Track punch, inspections, turnover documents, attic stock, final lien waivers, and retainage to 100% — plus a warranty log with expiration dates.
Job-coded PO form with live totals, tax and freight, plus a PO log that tracks received, invoiced, and open commitment.
Plain-language short-form subcontract with scope, schedule, SOV, retainage, changes, safety, warranty, and a change log.
Transmittal cover sheet with sent-via and purpose check boxes, plus a log that counts days out and flags overdue responses.
Index every job photo by date, location, grid and direction faced, tie it to RFIs/COs/punch items, and print 2-per-page photo sheets.
Visitor register with time in/out and hours, safety orientation, PPE, emergency contact, an ON-SITE headcount and a printable daily sign-in sheet.
Daily weather and impact log with a weather-day formula and a monthly summary of actual vs. anticipated adverse weather days → excess days.
Furnish/install/connect by party for the Div 22/23/26/27/28 split, with an automatic gap and overlap check on every row.
A 51-point site-walk checklist, numbered photo log, and pre-bid RFI log that tracks every question to its addendum and bid impact.
Request-for-quote form with delivery requirements, spec sections, line items, and terms, plus a log tracking every RFQ sent and received.
OAC, sub coordination, and foreman meeting minutes with numbered carried-forward items, action items with days open, and an open-items roll-up.
Every contact on the job — owner, design team, GC, subs by trade, suppliers, inspectors, utilities — plus a printable emergency card.
Check deliveries against the PO — ordered vs. received variance, damage, backorders, storage — plus a delivery schedule with crane needs and days late.
Notice of delay / claim letter plus a delay log that calculates each contract notice deadline and flags late notices.
Notice the sub, give them a chance to fix it, itemize the cost with markup, and track every backcharge through to collection.
Track every change from PCO to COR to approved CO, with days outstanding, pending exposure and pending, approved and rejected totals.
Takeoff sheet with CSI division, spec and drawing refs, waste, your own labor units, labor hours, material and labor extensions, division subtotals, and a bid recap.
Ownership and operating cost per hour, day, and week for owned equipment, all-in rental cost per hour, and billing rates with operator and markup.
Sub prequal questionnaire with EMR and OSHA 300A TRIR/DART formulas plus a weighted scoring sheet with editable pass/fail thresholds and knockouts.
Tagged tool inventory with calibration due flags, plus a checkout ledger that tracks who has what, days out, and overdue returns.
Daily hour-meter, fuel, DEF and idle log with a weekly summary by unit and a service interval tracker that flags units due for PM.
Track AHJ, fire marshal and special inspections from request to sign-off: results, corrections, re-inspect dates, fees, and first-attempt pass rate.
One-shift welding/cutting permit with 35 ft precautions checklist, gas test, fire-watch time check, sign-offs, and a job-wide permit log.
OSHA 1926.1206 permit with hazards, isolation, acceptable entry conditions, O₂/LEL/CO/H₂S tests graded PASS/FAIL, rescue, and an entry roster.
EEWP covering the NFPA 70E 130.2(B) elements, with justification, shock/arc flash checks, approvals, and a justification guide — de-energize first.
Daily crew plan with task steps, risk-scored hazards and controls, PPE, permits, emergency info, and crew sign-in/sign-out with initials.
New-hire/site orientation with 31 OSHA-referenced topics, trainee and trainer initials, signatures, and a cleared/hold orientation roster.
Site-specific plan covering fall hazards and OSHA trigger heights, an anchorage register, a fall clearance check, a timed prompt-rescue plan, inspections and the training roster.
Daily competent-person trench inspection per OSHA 1926.651(k): soil, protective system, egress, spoil, water, atmosphere, log.
Before-shift OSHA 1926.451 scaffold inspection with tie, load and power-line checks plus green/yellow/red tag.
Gross load, % of chart at pick/swing/set with your own critical-lift threshold, ground, power lines, wind, sign-offs.
Fixture schedule with connection sizes, flow rates, ADA and carriers, a DFU/WSFU worksheet where you enter your code's values, and a water heater schedule.
Hydro and air test log for DWV and water piping, a gas piping test, gauge calibration flags, automatic pass/fail, and a rough-in/top-out checklist.
RP/DC/PVB/SVB test report graded against your purveyor's minimums, with repairs, tester and gauge status, and a register that flags overdue retests.
Fall-of-potential (IEEE 81, 62% rule) test report with a 52/72% plateau check, pass/fail against the spec target, and a clamp-on method log.
Collect the field data your arc flash study engineer needs, then track the labels issued from the study. Not a calculator.
Pre-energization checklist for switchgear, panelboards and transformers, with test records, the energization sequence, a temp power plan and a GFCI/AFCI test log.
Tag every instrument once, and the linked I/O list pulls in range and signal and counts points, spare % and cards by I/O type.
A 5-point instrument loop check that calculates expected mA and % of span error, plus a loop log and an as-found / as-left calibration record.
Termination status for each conductor, instrument tubing pressure tests with pass/fail, and hazardous area equipment inspections with deficiency tracking.
NEC Article 220 service load calcs for dwellings (standard + optional), multifamily and commercial, with total VA, amps and a service size check.
Conduit and cable schedule with a raceway fill check, plus a pull calc for tension and sidewall pressure in both directions and a pull log.
Megger test report with phase-to-ground and phase-to-phase readings, temperature correction, PI/DAR, pass/fail and calibration check.
Hydrostatic, leakage, flushing, dry-pipe trip, alarm, backflow and FDC test record plus hydraulic margin and ITM tabs.
Panel, device inventory that counts itself from the test log, battery Ah check, monitoring, sign-offs and a 150-row device test log.
Truck-by-truck pour log with batch-time limit, yards, slump/air/temps and water added, plus cylinder breaks, curing and rebar inspection.
Equipment-specific lockout/tagout procedure with energy-source table, zero-energy verification, a lock log that flags open locks, and a group lockout roster.
OSHA 1926.1153 written plan: pick Table 1 rows and the controls and respirator fill in, plus a medical surveillance tracker and competent person inspection.
Site EAP built on OSHA 1926.35: routes, head count, contacts, muster/site map, emergency procedures, drill log, and a weekly safety audit scorecard.
WPS/PQR register with supporting PQRs and status, plus weld-by-weld RT/UT/MT/PT/VT tracking with repairs and a running reject rate by welder.
Structural bolt tightening log with pre-installation verification, a pick-by-pick erection sequence plan, and a flange bolt-up record.
Door/frame/hardware, room finish, and paint color schedules plus framing inspection, drywall finish-level check, and a cut list.
Daily roofing log (squares, weather vs. manufacturer limits, tear-off, dry-in, deck, manufacturer rep) plus deck inspection, moisture survey, warranty punch and window/air barrier test record.
811 locate tickets with legal start and expiration dates from your state's rules, compaction tests with pass/fail, haul tickets, utility crossings and a trench backfill checklist.
Stormwater inspection report with a 20-item BMP checklist, automatic corrective-action due dates, discharge observations and certification, plus corrective action and rain logs with overdue flags.
Schedule every RTU, AHU, split, fan, boiler and chiller with capacity, CFM, electrical, refrigerant and efficiency, plus a filter/PM log that flags overdue units.
RTU, split system, boiler and chiller startup sheets with calculated superheat, subcooling, ΔT, voltage imbalance and amps vs. nameplate, plus an FPT tab.
EPA 608 appliance register and service log with annualized leak rate and repair deadlines, plus duct leakage test and TAB summary sheets.
Pressure test package cover sheet, hydrotest report with gauge cal and hold checks, line list, and coating/holiday log.
String map, Voc/Isc string test with temperature and irradiance correction, inverter startup, and racking torque log.
Cable certification log, patch panel port map, 42U rack elevation with power, and device schedule with PoE budget.
Selections with allowance over/under, contract summary, draw schedule, homeowner change order, and final walkthrough & warranty checklist.
Budget vs. actual by cost code with earned value, projected cost at completion, labor productivity, cost-to-complete forecast and cash flow.
Bid-hit ratio by count and dollars, license & certification expirations, bonding capacity, and overhead recovery with required markup.
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 · Estimating · Business · Sitework · Electrical · Plumbing · Instrumentation · Fire Protection · Concrete · Steel & Welding · Finishes · Roofing · HVAC · Pipeline · Solar · Low Voltage · Residential. 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.
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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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