Free templates, checklists and calculators.
Practical, ready-to-use tools for joinery shops — even if you never end up using FactoryPilot. Built with our customers, free for the industry.
- Job Kickoff Checklist (PDF)
The 12-point checklist every job should pass before it hits the saw. Print, laminate, use.
Checklist 2 min read - Install Sign-off Template (PDF)
A clean, customer-friendly install sign-off sheet with defect logging built in.
Template 2 min read - Hardware Schedule Template (Excel)
A structured hardware schedule that plays nicely with your PO process.
Template 2 min read - Weekly Capacity Planner (Excel)
A one-sheet capacity planner that shows commitment vs bench capacity by week.
Calculator 3 min read - Labour Rate Calculator (Excel)
Work out what your hourly labour rate actually needs to be to hit target margin.
Calculator 3 min read - Quote Follow-up Scripts (PDF)
Tested email and SMS scripts for the 3, 7 and 14-day follow-up cadence.
Scripts 2 min read
More long-form articles publishing weekly. Subscribe from the footer to be notified.
The joinery software behind these ideas.
See how FactoryPilot puts these principles into practice on your factory floor.