Free Printable Templates for Field Leads
Four free templates that work for any trade and any company. Each one fits on one letter-size page, comes as a PDF to print and a Word file you can edit, and has a grey example in every field so you know what to write.
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Daily report
How to use: fill it out at the end of every shift and send it before you leave. Same order every day. Download PDF · Download Word · Fill it in online
Company / Project: ______ Location / Area: ______ Date: ______ Prepared by: ______ Weather: ______ Shift hours: ______
- Heads up (anything that affects schedule, cost, or safety, or "Nothing new to flag"): Example: Material delivery is late, may lose half a day.
- Crew on site (role, headcount, hours): Example: Installers, 4, 8 hours each.
- Work completed (what, where, how much): Example: Installed 120 ft of pipe in Room 104. About 80% done.
- Problems and what you did: Example: Wrong part delivered. Called supplier. New part arrives tomorrow 7 AM.
- Safety (talks, near misses, incidents): Example: Morning talk on ladder use. No incidents.
- Tomorrow and needs: Example: Finish Room 104. Need a lift by 7 AM.
Delay notice (5 Ws)
How to use: fill it out the same day work gets held up. Facts only, no blame. Send it and keep a copy. Download PDF · Download Word · Fill it in online
Company / Project: ______ Location / Area: ______ Date: ______ Prepared by: ______ Sent to: ______ Notice #: ______
- Who is held up, and who or what caused it: Example: Our crew of 5. Waiting on another contractor.
- What work stopped or slowed: Example: Wall install in Area 2 stopped.
- When it started, how long so far, how long expected: Example: Tuesday 7 AM. 1 day so far, 2 expected.
- Where on site: Example: Building 1, Level 2, Room 210.
- Why it happened, and what you did about it: Example: Material not delivered. Moved crew to other work.
- Impact on time, crew, and cost: Example: 5 workers moved for 8 hours.
What I need, and by when: Example: A decision on overtime by Thursday 12 PM.
Toolbox talk and sign-in
How to use: talk for about 5 minutes on one topic, ask the crew a question, then everyone prints and signs. Download PDF · Download Word
Company / Project: ______ Location: ______ Date and time: ______ Led by: ______ Topic: ______ Length: ______
Key points (aim for 3): Example: 1. Check the ladder before you climb. 2. Keep 3 points of contact. 3. Don't stand on the top step.
Questions or concerns raised:
| # | Name (print) | Company or crew | Signature |
|---|---|---|---|
| 1 | |||
| 2 | |||
| 3 |
Shift handoff
How to use: fill it out before you leave. The next shift should be able to start without calling you. Download PDF · Download Word
Company / Project: ______ Location / Area: ______ Date: ______ Outgoing lead: ______ Incoming lead: ______ Shift / time: ______
- Work status (done, in progress, not started): Example: Room 104 done. Room 105 half done.
- Hazards, permits, and lockouts in place (write them out in full): Example: Lockout on Panel 2, tag #14, still on.
- Equipment and tools: Example: Lift #2 needs charging.
- Materials: Example: Fittings short, on order.
- Next tasks, in order: Example: 1. Finish Room 105. 2. Start Room 106.
- Who to call: Example: Supervisor and phone number.