a crane is lifting a piece of equipment into the sky

Customizable Standard Operating Procedures

CA$200.00

Customizable SOP Template Bundle for Mobile Crane Companies
Streamline Your Operations. Reduce Risk. Boost Professionalism.

This SOP bundle is designed specifically for mobile crane businesses looking to organize their back-end processes, improve safety, enhance client experience, and run more efficiently. Each template is fully customizable—add your company logo, adjust procedures to fit your operations, and create a consistent, professional system that supports your team and satisfies clients.

📋 Included SOP Templates:

Client & Communication Processes

  • Client Call Handling SOP – Train your team to manage inbound/outbound calls professionally and effectively.

  • Client Onboarding SOP – Step-by-step process to onboard new clients, gather job details, and build trust from the start.

  • 2nd Follow-Up & Payment Workflow – Standardize your follow-up system to improve collection rates and maintain client relationships.

Project Planning & Safety

  • Critical Lift Procedure – Detailed process for planning and executing high-risk or complex lifts.

  • Emergency Weather Shutdown SOP – Guidelines to protect equipment and personnel during adverse weather conditions.

  • Job Hazard Analysis (JHA) Template – Evaluate potential risks and control measures before every job.

  • Lift Plan Template – Plan each lift with precision to ensure safety and compliance.

  • Man Basket Usage SOP – Safety procedures and operator responsibilities for using personnel platforms.

  • Powerline Proximity SOP – Guidelines to ensure safe crane operation near overhead powerlines.

  • Tower Crane Overlap SOP – Coordination procedures for multiple cranes working in close proximity.

Incident Management & Legal

  • Incident Report Template – A structured form for documenting and investigating workplace incidents.

  • Waiver & Liability Template – Protect your company with a customizable waiver for unique or risky jobs.

Operator & Workforce Management

  • Operator Authorization SOP – Define criteria and documentation for authorizing crane operators on specific equipment.

  • Operator Hiring SOP – Standard process for screening, hiring, and onboarding new crane operators.

Financial & Admin Workflows

  • QuickBooks Estimate Template – A ready-to-use format for accurate and professional crane service estimates.

  • QuickBooks Workflows SOP – Streamlined workflows for invoicing, expense tracking, and payment processing.

Quoting & Sales

  • Quoting Overview SOP – Clear steps to generate accurate, timely quotes for different types of crane jobs.


💡 Bonus Materials:

  • List of SOP Ideas for a Mobile Crane Company – A brainstorming guide to help you identify more processes that need systemization.

  • Why Your Mobile Crane Company Needs SOPs – An explainer sheet to educate your team on the importance of consistency, compliance, and safety through documented procedures.