In this post, we share a free electrical panel inspection checklist for technicians to use during electrical installations, inspections, or maintenance visits. It includes the following sections:
Below, we’ll provide a link to download the checklist and begin using it in your electrical business.
While this checklist is a useful reference for technicians on the job, keep in mind that PDF templates have some key limitations. For example:
So, in addition to sharing the free electrical panel inspection checklist below, we’ll also walk through how our electrical contractor software, ServiceTitan, solves these challenges and more.
Do you want to see how ServiceTitan’s electrical software can help you streamline operations and grow your business? Schedule a call for a free product tour.
Click here to download our free electrical panel inspection checklist, which can help ensure technicians perform installations and inspections in accordance with the National Electric Code (NEC).
At the top is a section to document general information for the job, including the date, electrician's name, job location, and customer name.
Below, the checklist is categorized into the following sections:
The final sections include fields for notes, observations, recommendations, and the technician’s signature.
If followed, filling out this electrical panel checklist can help ensure techs are thorough during every inspection, reducing risks of electrical hazards for your customers. However, as we mentioned above, PDF or paper checklists have key limitations when it comes to:
Below, we’ll discuss how electrical software like ServiceTitan can help contractors address these challenges.
Note: For other free checklists, such as our electrical safety inspection checklist, visit our electrical templates hub .
ServiceTitan’s electrical software allows contractors to create customized forms and checklists — including checklists for electrical panel inspections.
Users can create checklists and add them to specific jobs, customers, locations, or equipment. All forms can be accessed on our desktop or mobile app — eliminating the need to keep stacks of paper checklists in your trucks or transfer job and customer data to a computer system.
Because ServiceTitan saves all entered data on the cloud, retrieving forms and customer information is quick and straightforward.
Forms can be built from scratch. But our users also enjoy access to numerous pre-built templates — sourced from forms used by other electrical companies via TitanExchange. These, too, can be customized to a shop’s specific needs or preferences.
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Within the form settings, business owners can select the option to require techs to fill out certain forms for certain jobs.
Panel inspection checklists are a great use case for this. For example, suppose a tech is installing a new panelboard for a commercial account. In that case, they can be required to complete your electrical panel inspection checklist and a warranty form before marking the job as complete.
This fosters accountability through automation, reducing stress on business owners and managers while ensuring standard operating procedures are followed in the field for every job.
Users can also add or subtract from checklists to perfectly match their needs and preferences. For example, any of the following electrical components could be added to a checklist to ensure that technicians make thorough assessments of an electrical system:
In addition, every form and checklist can be duplicated as many times as necessary, right from the job site.
For business owners, one of the benefits of having a consistent electrical inspection process is that it empowers electrical technicians to discover and capitalize on valuable sales opportunities.
For example, when a tech finds an issue with electrical equipment during an inspection, ServiceTitan gives them the ability to build a custom Good Better Best proposal within our integrated pricebook.
Using a tablet, techs can present proposals including product photos, equipment specs, and pricing to customers on the spot, as well as email them to clients for review and approval. This feature allows contractors to save time in delivering estimates to customers whose needs are often urgent.
ServiceTitan also provides automated tracking and follow-up on outstanding estimates, enabling users to improve close rates and maximize their bottom line.
Oftentimes, electrical inspection checklists are used in the context of electrical maintenance agreements. ServiceTitan's service agreements feature allows electrical businesses to efficiently document, manage, and track recurring services.
Crucially, all of the records and specifications of these agreements are stored in one place, making them easy to search and reference.
Details that ServiceTitan users store with this feature include the following:
Since this information is archived in a central location, contractors do not need to sift through paper files or spreadsheets. The details are easy to edit and can be viewed from our desktop app by office staff or technicians in the field.
Furthermore, membership tracking is seamlessly integrated with the software tools that our users rely on to schedule jobs, build proposals, send invoices, and collect payments.
Once recurring service events are set up, they’re automatically added to your schedule based on the defined dates and frequency. This saves office staff significant time from having to manually track and add these jobs to the schedule while reducing the chances of missing maintenance visits.
Office staff can view upcoming recurring service events by date range, and initiate individual jobs by contacting the customer to coordinate a time and book the job. At that point, the job will be assigned to a technician and automatically viewable on their schedule and through the dispatch board.
You can also create follow-up notifications for cases where you’re unable to contact a customer, they aren’t ready to book a job, or they no longer want the service. These offer electrical contractors peace of mind and help to ensure that office staff follow up.
If you’re scheduling a maintenance visit that’s not connected to a service agreement, our call booking workflow offers a suite of features that make this seamless, including:
Drawing on the equipment/materials, hourly rates, and other factors that go into an electrical quote, ServiceTitan automatically populates invoices so there’s no discrepancy between the estimate and the bill.
Electrical contractors can send invoices by email — with a link to allow clients to pay online — or have them e-signed on-site with a mobile device.
Collecting payments is similarly painless. Homeowners and commercial clients can pay through our customer portal, which allows them to save credit card information. Contractors are still free to take cash or checks, too. (As revenue flows in, our QuickBooks integration makes it easy to keep track of.)
Finally, ServiceTitan can help electrical contractors overcome objections by providing near-instantaneous access to one of our financing partners. It takes just minutes on our mobile software for customers to apply and get approved, reducing cost obstacles that might otherwise reduce profitability.
Using best-in-class electrical software such as ServiceTitan empowers contractors to improve efficiency and grow their revenue.
In addition to optimizing electrical inspection protocols and maintenance tasks, our software offers additional features to facilitate other core business functions as well, including:
Want to see how ServiceTitan’s electrical software can help you streamline operations and grow your business? Schedule a call for a free product tour.