Electrical Commissioning Checklist: Free PDF Download

To help guide commissioning teams through the process of assessing newly installed electrical systems, we’re offering a free electrical commissioning checklist template.

To get your free template, simply fill out the form above (on mobile devices) or to the right (on desktop), and we’ll email it to you immediately.

What’s Included in Our Electrical Commissioning Checklist Template

Our fillable PDF template covers all the essential commissioning activities, organized into clear, easy-to-navigate sections:

1. Commissioning Details

• Project name, address, and system type

• Commissioning authority (CxA), contractor, and inspector/commissioning engineer 

• Key dates and contact details

2. General Information

• Building design criteria references

• Project specification references

• Tested systems

3. Pre-Commissioning Checklist

• Electrical design documentation reviewed

• Installation completed per design drawings

• Manufacturer submittals reviewed and approved

• Conduits, cables, and terminations inspected

• Panelboard, switchgear, and transformer locations verified

• Proper labeling of circuits and panels confirmed

• NEC/NFPA code compliance verified

4. System Start-Up Checklist & Functional Performance Testing

• Power Distribution: Voltage & phase verified, breakers set, transformer taps adjusted, terminations tightened, protective devices tested.

• Lighting: Fixtures installed per layout, emergency lighting/exit lights operational, controls (sensors/dimmers) tested, load balanced, proper light levels confirmed.

• Emergency Power (Generator/UPS): Start-up test completed, fuel levels verified, transfer switch & UPS batteries tested, load transfer and power restoration confirmed.

• Grounding & Bonding: Electrodes installed, resistance readings checked, bonding connections secured, surge protection in place.

• Fire Alarm System: Detectors installed, alarms tested, panel verified, monitoring service communication confirmed.

• Electrical Control System & Automation: Control panels wired correctly, sensors/actuators calibrated, SCADA/BMS communication verified, backup & failover tested.

5. Verification of Operational Requirements

• Systems operate at rated voltage and amperage

• No abnormal overheating or voltage drops

• Power quality measurements within limits

• Safety interlocks and shutdowns functional

6. Final Documentation and Handover

• As-built electrical drawings and O&M manuals 

• Maintenance staff training

• Commissioning reports prepared and signed by the commissioning authority, contractor, and building owner

Why PDFs Fall Short in Electrical Commissioning

Filling out this commissioning checklist can help ensure techs don’t miss key steps when inspecting electrical installations. However, even fillable PDF templates that can be filled out digitally on-site come with significant limitations, specifically:

No Multimedia Support → Lost Context & Disorganized Documentation PDFs are limited to text, meaning technicians can’t attach meter readings, photos, or videos directly in the form. Instead, they must store media separately, increasing the chances of losing critical evidence or failing to communicate the full scope of an issue.

Lack of Integration → Time-Consuming Manual Work & More Errors PDFs don’t sync with your CRM, project management software, or other apps. Every test result, defect report, and approval must be manually transferred—wasting time and increasing data entry errors.

Fragmented Communication → Costly Delays & Project Bottlenecks When commissioning details are scattered across PDFs, emails, and text messages, important issues fall through the cracks. What happens when a technician finds an emergency lighting system that fails during a power loss test? If their report gets buried in an email chain, that issue might not be addressed before final inspections—causing compliance failures and last-minute project delays.

Static & Inflexible → No Real-Time Updates or Accountability A PDF checklist is just a digital piece of paper—it doesn’t update in real time, track approvals, or flag incomplete steps. If a technician misses a required test, there’s no built-in workflow to catch it before project completion.

Why Settle for Outdated PDFs? ServiceTitan Eliminates These Pain Points.

Commissioning with PDFs is like using a flip phone in an age of smartphones—it technically works, but it’s slow, inefficient, and prone to costly mistakes.

In the next section, we’ll show you how ServiceTitan’s electrical contractor software streamlines the commissioning process, eliminates inefficiencies, and helps teams work smarter, not harder.

How ServiceTitan Improves Electrical Commissioning & Commercial Maintenance Processes

If you’re looking for a more streamlined and efficient solution, ServiceTitan offers tools designed specifically for electrical contractors. Here’s how our platform can help:

1. Customizable Digital Forms & Checklists

ServiceTitan’s electrical software empowers contractors to create fully customized forms for commissioning, startups, maintenance, and more.

Key Features of Custom Forms

• Flexible customization: Easily build forms from scratch or use pre-built templates sourced from TitanExchange, where you can access tried-and-tested forms used by other electrical businesses. Tailor them to suit your needs and preferences.

• Multi-format options: Add a variety of inputs to your forms, including:

  • Text fields

  • Number fields

  • Checkboxes

  • Photo/video uploads

  • Drop-down menus

  • Stoplight buttons

  • Digital signatures for sign-offs

• Job-specific integration: Attach forms directly to specific jobs, customers, electrical facilities, or equipment.

2. Enhanced Workflow Efficiency with Real-Time Communication Between Field & Office Staff

Job Data Is Accessible Anywhere, Anytime

All forms are available on both desktop and mobile platforms (compatible with Android and iOS), ensuring your team can access and update them wherever they are.

Eliminate Manual Data Entry & Reduce Errors

Dynamic, integrated forms replace outdated PDFs, eliminating the hassle of manual data transfers. Completed forms are automatically saved to the associated customer profile, ensuring that vital information is never lost and workflows remain streamlined.

Improve Real-Time Collaboration

Updates from the field are instantly visible to office staff, enabling faster decision-making and reducing delays for crucial tasks like warranty checks, drafting estimates, and ordering parts ( fuses, circuit breakers, etc.). Everyone on the team has immediate access to the information they need to act quickly and accurately.

Boost Efficiency and Accountability with Custom Rules

ServiceTitan allows you to set custom rules to ensure the right team members complete specific forms at the right time. This keeps workflows organized, improves compliance, and ensures nothing falls through the cracks.

3. Beyond Commissioning: Streamlined Maintenance Agreement & Service Contract Management

Managing electrical maintenance agreements and service contracts is a complex, time-consuming process. ServiceTitan simplifies this with robust tools designed specifically for commercial electrical contractors.

Manage Service and Maintenance Contracts From the Office 

ServiceTitan guides users through a step-by-step workflow to create tailored service agreements for their customers. Key features include:

• Customizable templates: Start with pre-built templates or design your own agreements.

• Comprehensive coverage options: Select locations, equipment, and specific services covered under the agreement.

• Flexible pricing & billing: Set billing schedules, payment terms, and pricing structures that work for your business.

• Service planning: Schedule routine maintenance visits and ensure all tasks are accounted for.

All service agreements are centrally managed on the Service Agreements Dashboard, providing a clear, high-level overview of scheduling, locations, billing, project financials, and more. 

Efficient Scheduling & Equipment Tracking

ServiceTitan simplifies service scheduling and asset management:

• Plan & monitor visits: Use guided fields to define visit details like type, cost, and equipment serviced. Get notified of overdue visits.

• Track electrical equipment: Document details like manufacturer, model, serial numbers, and installation dates. Attach equipment to specific locations and visits for easy reference.

These features eliminate the need for complicated spreadsheets and ensure all data is seamlessly integrated into ServiceTitan’s platform.

User-Friendly Technician Mobile App

Technicians can use the ServiceTitan Mobile App to manage service agreements and perform maintenance with greater efficiency:

• Access Complete Job Histories: View previous estimates, invoices, job notes, and equipment details without calling the office.

• Streamlined Documentation: Capture photos, videos, and notes directly in the app.

• Warranty and Parts Management: Check warranty details and order replacement parts from the field.

• On-the-Spot Estimates: Create and present estimates using ServiceTitan’s integrated pricebook, or send them to the office for faster customer approvals.

Automated Billing and Customer Self-Service

ServiceTitan takes the hassle out of billing and payment collection:

• Automatic invoicing: Set up billing schedules during agreement creation, and automate your invoice delivery.

• Self-serve customer portal: Enable your customers to view agreement details, job histories, and invoices, schedule appointments, and make payments online—reducing demands on your team.

Get a ServiceTitan Demo to See These Features in Action

While PDF equipment commissioning checklists are a helpful starting point, they can’t solve the inefficiencies of manual workflows, lack of organization, and potential for crucial delays in communication and costly mistakes. 

ServiceTitan’s all-in-one electrician software doesn’t just streamline your commissioning process—it transforms how you manage your entire business:

• Save Time: Automated workflows reduce paperwork and free up your team.

• Improve Accuracy: Real-time updates minimize errors and miscommunication.

• Boost Revenue: Faster estimates and efficient service delivery drive higher profitability.