Templates Guides
Electrical Project Management Checklist: Free PDF Download
Electrical
In this post, we share a free electrical project management checklist that subcontractors and project managers can use to ensure they don’t miss key steps or deliverables. The checklist covers the following areas:
Project setup
Safety measures
Pre-installation
Installation
Wiring and conduits
Outlets and switches
Panels and breakers
Lighting
Special installations
Post-installation
Documentation and compliance
Project completion
Team debrief
Below, we’ll provide a link to download the checklist and use it in your electrical business.
However, keep in mind that while this checklist is a useful reference, PDF checklists have their limitations. For example:
Lack of real-time visibility into project status: There is a lag time between the completion of checklist items and job phases and when that information is visible to relevant project team members and stakeholders (business owners, general contractors, clients, office staff, etc.).
Lack of integration with digital tools: PDFs don’t integrate with the other apps and software tools you use to run your business. You need to manually record project updates into whatever system you use to keep track of job data.
Lack of flexibility and sophistication: Static checklists don’t offer the ability to use different types of fields for collecting project information, such as the ability to upload photos and videos, or provide more detailed notes about certain phases of a job.
So, in addition to sharing the free project management checklist below, we’ll also walk through how our electrical contractor software, ServiceTitan, solves these challenges and more.
Want to see how ServiceTitan’s electrical software can help you streamline construction project management? Schedule a call for a free product tour.
View and Download Our Electrical Project Management Checklist
Click here to download our electrical project checklist.
The checklist items are categorized by the following aspects of the project:
Project Setup
Project Information Documented (Name, Address, Contact)
Client Needs and Expectations Discussed
Project Scope of Work Defined
Contract Signed by Client
Required Permits Obtained
Materials and Equipment Listed
Safety Measures
Safety Gear Available (Gloves, Goggles, etc.)
First Aid Kit Available On-Site
Fire Extinguisher Available On-Site
Work Area Inspected for Hazards
Safety Protocols Briefed to Team
Pre-installation
Site Survey Completed
Existing Electrical System Evaluated
Electrical Load Calculation Performed
Installation Plan Created
Materials and Tools Prepared
Installation
Wiring and Conduits
Conduits Installed as Per Code
Wires and Cables Laid
Proper Wire Labeling Applied
Junction Boxes Installed
Outlets and Switches
Outlets and Switches Placed at Correct Locations
GFCI Outlets Installed in Wet Areas
Panels and Breakers
Electrical Panel Installed
Circuit Breakers Properly Labeled
Grounding System Installed
Lighting
Indoor Lighting Fixtures Installed
Outdoor and Security Lighting Installed
Special Installations
Smoke Detectors Installed
HVAC Electrical Connections Made
Renewable Energy Systems Installed (If Applicable)
Post-installation
Electrical Testing Performed (Continuity, Voltage)
System Functionality Tested
Client Walk-Through Conducted
Work Area Cleaned and Debris Removed
Documentation and Compliance
Inspection Requests Submitted
Final Inspections Passed
Compliance Documents Obtained
Warranty and Maintenance Information Provided to Client
Project Documentation Handed Over to Client (Diagrams, Manuals)
Project Completion
Client Satisfaction Confirmed
Final Invoice Issued
Payment Received
Feedback/Review Requested from Client
Team Debrief
Project Debrief Meeting Held
Lessons Learned Documented
Team Acknowledged and Appreciated
As we mentioned above, using this checklist as a digital or printed out PDF has limited utility. To get the most value out of this checklist, ideally, you’ll want to upload it into your project management software or whatever system you use to track projects.
In the rest of this post, we’ll walk through how this would work in ServiceTitan, and what it’s like to manage electrical projects with our construction management software.
How Electrical Project Checklists Work in ServiceTitan
ServiceTitan allows electrical businesses to create versatile, customized forms including any type of checklist needed for a specific project. This can include a high-level project management checklist such as the one we shared above (i.e. a roadmap for tracking key project goals and milestones). But it can also include checklists for facilitating individual steps and phases of a project (e.g. kickoff meeting, installation, check-in forms, quality control, etc.).
To use project checklists, companies can upload ones they already have, create checklists from scratch, or choose from pre-built checklist templates. Project managers and electricians can then access those checklists in the field via our mobile app.
More than 10 formats can be used for each checklist item, including text, numbers, checkboxes, dropdowns, stoplight buttons, photo and video uploads, and more. Signatures can also be added if you require someone on-site to sign off on a particular checklist.
By capturing these details in our cloud-based system, you reduce any chance of misplacing important details related to a project.
Ensure Checklists Are Used Every Time
In form settings, business owners can select the option to require project managers or crew members to fill out certain forms for certain job phases.
For example, if rough-in has been finished, project managers can be required to complete a rough-in inspection checklist before they’re able to move on to the next phase of that project.
This fosters accountability through automation, reducing stress on owners and executives, while ensuring SOPs are followed for every job.
While having a flexible digital forms tool is an important asset for solving the challenges of paper or manual forms, this is just scratching the surface of how ServiceTitan can help electrical contractors streamline the project management process.
How ServiceTitan Streamlines Electrical Project Management
To demonstrate how our platform can further assist electrical contractors in facilitating project management, we’ll walk through some of our construction management features, including:
Project dashboard
Estimates
Purchase orders
Job costing
Progress billing
Manage Projects from the Project Overview Dashboard
When a new project is created in ServiceTitan, a project overview page is automatically generated. From this dashboard, contractors and project managers can:
View all of the basic project information (project name, job address, contact information, project schedule/project timeline, etc.).
View and log project tasks.
Access project financials including project job costing and expense details that update automatically throughout a project.
Initiate key actions such as generating an estimate, purchase order, application for payment, invoice, and more.
View team members involved in the project.
Access an audit trail including events, notes, and project documentation.
Build Estimates with Accurate Pricing
Project estimates allow you to build detailed construction estimates by adding all of the specific tasks, equipment, and materials that will be needed to do the work. Users have the option to draw from pre-built job estimate templates or build estimates from scratch.
Tasks, materials, and equipment can all be tagged with color-coded project labels to organize the project details and make everything easy to visualize. In addition, pricing and markups for each line item are automatically calculated based on the most up-to-date prices in your pricebook.
Once an estimate is complete, it can be printed, emailed, or exported in PDF format and sent to the client. If changes are made to originally approved project plans, estimates can be updated or additional estimates can be created as needed throughout the project.
The #1 newsletter for the trades.
Initiate Requisition and Purchase Orders
When an estimate is sold, all of the details you’ve set up in the estimate are automatically integrated into the rest of the project management workflow. For example, you can initiate a requisition of equipment and materials right from within your sold estimate.
Let’s say at the beginning of a project, you want to start ordering your permits and materials — you can select those items right from your estimate, which will lead you through a workflow to create the purchase orders you’ll need.
In the purchase order workflow, the line items are automatically populated from your estimate. You can simply select your procurement sources and shipping locations for each material to complete your order details.
Then, you can save that order to create a transaction and send those purchase orders to your vendors — without ever leaving ServiceTitan.
Automate Project Financials and Job Costing
As you progress through a job — creating purchase orders, logging labor hours, processing change orders, receiving progress payments, and so on — ServiceTitan automatically provides up-to-date project financials and job costing.
Instead of constantly needing to update a series of spreadsheets every time labor costs and material costs are incurred, this is done automatically for you in real-time, based on work that’s completed and entered into the system.
If we continue with our example from above, and you’ve made your initial purchase order of permits and materials, your project summary table is updated to reflect those expenses:
Furthermore, you can view a more detailed breakdown of your project budget versus actual costs.
This will automatically update as you accumulate expenses from materials, equipment, and labor hours. It will display your margins in dollar and percent form to help you track job costs and profitability throughout your project.
You can also access a table breaking down your expenses in further detail:
You can click on any line item and see the exact source of that expense (e.g., which technician logged those hours, or which purchase orders and vendors a given set of materials came from). This allows you to easily check your numbers and feel confident in your data sources.
When it comes time to send applications for payment and invoices at each stage of progress billing, this can also be easily accomplished from the project overview dashboard.
Automate Progress Billing and Invoicing
The initial estimate you created also informs and populates your continuation sheet in your application for payment:
No more reinventing the wheel for every asset that needs to be created throughout your project. When sending a payment application, you can easily generate one by selecting the billing period and the percent of each line item you want to bill for.
Then, you can generate a PDF payment application with the details automatically filled out, and send it off to your client for review. The detail of the continuation sheet makes for a bill that’s much easier to defend in the event of pushback from construction companies or general contractors. As a result, subcontractors can get paid faster and avoid cash flow issues.
When applications are accepted, it’s just as easy to generate an invoice for that progress payment. And, when payments come in, you can update your accounts receivable through our Viewpoint, Sage, QuickBooks, and CSV accounting integrations.
Get a Personalized Demo of ServiceTitan Construction Software
What we’ve covered above is just a sampling of the features that ServiceTitan offers for facilitating construction project management. We also offer features for time tracking, inventory management, and more.
If you’re interested in learning more about how ServiceTitan’s cloud-based platform can help you manage and grow profitability in your contracting business, schedule a call with us for a live, one-on-one walk-through of the features and functionality we’ve discussed throughout this post.
