Electrical Templates

Make running your business easier with our electrician templates for everything from service call checklists to invoices.

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Electrical

Electrical Rough-In Checklist: Free PDF Download

This post shares a comprehensive electrical rough-in checklist designed specifically for contractors and project managers. Then, i...

Electrical

Electrical Risk Assessment Checklist: Free PDF Download

This post shares a free electrical risk assessment checklist that technicians can use during inspections or maintenance visits. Th...

Electrical

Electrical Panel Inspection Checklist: Free PDF Download

This post shares a free electrical panel inspection checklist, downloadable as a fillable PDF for electrical businesses. Then, it ...

Electrical

Electrical Safety Checklist for Techs: Free PDF Download

This article shares a free electrical safety checklist that technicians can use during inspections or maintenance jobs to ensure t...

When an electrical business is looking to transition away from pen and paper, or they want to update their business forms from basic Word documents, seeking pre-designed templates is often a natural next step.

There are a number of advantages to having electrical form templates. For example, templates help to:

Collect and document the necessary information at each stage of a job
Save time from creating documents from scratch
Impress customers with attractive looking forms

Our team at ServiceTitan continues to build and maintain a suite of free templates for electrical contractors. Above you can find our entire archive as well as filter templates by job stage using the appropriate drop-down menu. Each template has a corresponding article that explains how to download and use it.

With that said, there are also disadvantages to relying on static templates that electrical businesses should also be aware of. Namely, basic PDF forms do not solve operational problems such as:

Repetitive data entry: entering in the same job and customer information into various documents or tools throughout the course of a job (e.g. estimate, work order, dispatch, invoice, etc.)
Organization: keeping every customer and job-related document organized
Accessibility: keeping documents accessible to staff in the office and field
Wasted time: every moment wasted on data entry or finding and sharing documents is time that’s not spent on revenue-generating activities (e.g. booking jobs with new clients, providing better customer service, marketing, etc.)

To solve these problems, many electrical businesses are turning to holistic electrical contractor software (sometimes referred to as field service management software).

Below, we’re going to demonstrate how ServiceTitan’s electrical software helps to facilitate organization and efficiency in an electrical business—from the moment a service call comes in to completing a job and getting paid.

With ServiceTitan, you no longer need separate tools for each business function (estimating, scheduling, dispatching, invoicing, payments, etc.). Instead, all of these job functions can be managed within a single platform, and each step of an electrical business workflow is integrated for a more streamlined operation.

Let’s look at how it all works, starting with when a call comes in.

Want to see ServiceTitan in action? Schedule a call with us to learn more about how our software can help you streamline and grow your electrical business.

How ServiceTitan Integrates Your Electrical Forms and Operations Into a Single Platform

1. Call Booking: Book More Jobs and Improve Your Customer Experience

The ServiceTitan workflow begins in the same place most electrical jobs begin: call booking.

With ServiceTitan, CSRs can simply open up a new job when a customer calls in and be ready to capture all of the necessary information for that job. This includes essentials such as:

Customer information: name or business name, address, and contact information for the service location
Billing information: name, address, and contact information for billing
Job details: notes summarizing the problem and work to be done
Business unit: which type of service the job is associated with (e.g. for hybrid shops that serve multiple verticals)

In addition, a job page automatically captures and displays other useful information such as:

Creation date: when a call was initially received and a job was created
Property type and data: information about the property associated with the service location address
Marketing attribution: which marketing campaign a call is associated with (if any)

If the customer calling in is someone the business has served previously, their information and past work history is automatically pulled up, saving CSRs from searching to find or reentering their information while they’re on the phone, and also providing a better customer experience—customers appreciate when you remember who they are!

If the person calling in is new, CSRs don’t have to think about what information to request, and business owners know they’re getting the necessary information.

From the job page, staff can also see any associated scheduling information, estimates, electrical work order forms, purchase orders, change orders, invoices, or other important job documentation. And all of the information that’s captured on an initial call is automatically pulled into each subsequent document that’s created throughout the course of a job.

The next step in the workflow is often either creating an estimate or scheduling a technician to visit the job site. We’ll cover these next.

2. Estimates and Proposals: Win the Work From the Office or Field

For simple jobs, office staff can efficiently create estimates and send them to prospective customers with little lag time between a call and when the estimate is sent. Staff have the option to build an estimate from scratch, or leverage a pre-built estimate template for greater efficiency. And individual line items for each estimate can be pulled easily from our integrated pricebook functionality or Pricebook Pro add-on feature. Learn more about those in our article on electrical contractor pricebooks.

Typically, users will have a number of pre-built estimate templates for their common services (e.g. electrical panel replacement, thermostat replacement, etc.). There’s no need or reason to draft the same estimate time after time. Staff can simply select the template for that service, customize it as necessary, and send it over the customer. This reduces friction and time spent by office staff, and allows businesses to close new jobs faster.

For more complex jobs like those common in commercial or construction work, technicians or project managers can visit a job site to collect all of the necessary information for the work to be done, and office staff can instantly have access to that information to get started on a custom estimate.

In addition, technicians also have the ability to create estimates and proposals from the field via our mobile app. This is particularly useful for residential work, where estimates often don’t require a lot of customization. Techs can pull up a template for the category of work needed by a customer, build a quick proposal with Good Better Best options, and present it to the customer on the spot.

And to further increase sales, our electrical bidding software also makes it easy to view and follow up on unsold estimates. Instead of these opportunities slipping through the cracks, office staff can easily see which estimates are still outstanding and call those leads to close more deals.

3. Scheduling and Dispatching: Get the Right Techs to the Right Jobs at the Right Times

When a job reaches the scheduling stage, ServiceTitan provides a series of features to make it easy for office staff to schedule jobs and manage dispatching.

From our dispatch board, office staff can easily view:

Tech availability and capacity by date
Locations of each technician
Technician status updates (e.g. dispatched, arrived, completed, etc.)

In addition, office staff can view a chat history and initiate chat messages with technicians in the field for seamless communication. They can also facilitate automated appointment reminders and confirmations with customers.

And with our Map 2.0 and adjustable capacity planning features, dispatchers can more easily get the right techs to the right jobs, while maintaining control over how many man hours their techs can take on any given day.

4. On-the-Job Checklists: Foster Accountability During Job Execution

Even master electricians and the most experienced journeyman are human and prone to occasionally missing a step while on a job, whether it relates to customer service or the work itself.

ServiceTitan offers extensive customizable form capabilities to help techs avoid mistakes while out on a job, and also to foster accountability and peace of mind for business owners.

Examples of how these forms might be used in an electrical business include things like:

A checklist for preparing to enter a customer’s home
Checklists for service and repair of common electrical appliances
Checklists for installation and replacement of common appliances

Instead of technicians relying on memory for various jobs and job stages, they can simply follow checklists that lay out steps and ensure they don’t forget small but important details along the way. Forms and checklists can be accessed via their tablet, and they can check items off as they progress through steps and record key job details.

The result is greater consistency in customer experience and fewer losses taken because of occasional mistakes.

5. Invoicing and Payments: Bill Customers and Get Paid

When a job is completed, ServiceTitan users have a number of options to invoice customers and get paid.

First, technicians have the option to accept payments in the field right from their tablet, including accepting both check and credit card payments. This is commonly used in residential service and repair work where homeowners like the ability to pay on the spot.

Alternatively, office staff can generate a PDF invoice for any job with a few clicks. Line items can populate the invoice directly from the job data that’s been entered into the system up to that point, so it takes minimal effort and time on behalf of office staff to generate and send to customers.

Customers can then pay online via a link to our customer portal. Or, they can pay via check in the mail or bank transfer, as is common in commercial work or work for a general contractor.

Once payments are received, they can easily be recorded in accounts receivable via our QuickBooks or Intacct accounting integrations.

Beyond the Job Workflow: More Features For Running Your Electrical Business

The features we’ve discussed throughout this article have encompassed the key features for executing an electrical job. But ServiceTitan goes beyond just the job workflow to include a wider suite of tools for running and growing an electrical business.

For example, we haven’t gone into our reporting features—one of our most valued features by electrical business owners. We also haven’t discussed our integrated payroll and timesheets features, service agreement management features, ability to support businesses with different business units (e.g. HVAC, plumbing, etc.), or any of our add-on products.

The best way to see how all of these features work and integrate with one another is through a free, one-on-one demo with our team.

If you’ve read this far and are interested in learning more about whether an electrical contractor software solution might be right for your business, schedule a free demo and one of our product experts can walk you through exactly how these features work in practice.

Top 7 Electrical Contractor Templates to Download and Use In Your Business

For businesses that aren’t quite ready for a fully integrated solution such as ServiceTitan, here’s the suite of fillable PDF templates we mentioned up top. Follow the links provided to view and download any of them that you’d like to use in your business.

Note: Each template can be customized to include your company name and information.

Electrical Service Agreement Template

Click here to check out the article and download our free template. This template offers an electrical contract for recurring service work.