Electrical Risk Assessment Checklist: Free PDF Download

In this post, we’re offering a free electrical risk assessment checklist that technicians can use during inspections or maintenance visits. Our comprehensive checklist covers key areas such as:

• Personal protective equipment

• Pre-job safety

• Electrical safety

• Gas and chemical safety

• Equipment safety

• Emergency procedures

• Job completion

• Certification

You can download the checklist below and start using it in your electrical business.  

However, while this checklist is a valuable tool for technicians in the field, it’s important to acknowledge the limitations of static PDF templates:

• Inconsistent Usage: Technicians may resist using PDFs for every job, especially if they see them as just another layer of red tape. In the context of assessing risk and following safety protocols, this can hinder workplace safety.

• Lack of Integration: PDFs don’t integrate with the other tools and apps you use to manage your business, which increases the likelihood of losing important risk assessment records.

• Delayed Communication: Safety issues discovered during electrical inspections can’t be easily shared between field and office staff, leading to delays in critical follow-up actions like checking warranties or inventory information, drafting estimates, or ordering parts.

That’s why, in addition to providing the free checklist, we’ll walk you through how ServiceTitan’s electrical contractor software eliminates these challenges, offering a seamless and integrated solution for risk assessments and more.

Electrical Risk Assessment Checklist

We cover the following sections:

Personal Protective Equipment (PPE)

Check for Appropriate PPE Availability

• Safety glasses

• Gloves

• Ear protection

• Dust mask/respirator

• Safety shoes

• Hard hat

PPE Condition

• Inspect for any damage, wear, or tear

• Confirm PPE meets required safety standards

PPE Usage

• Confirm all personnel are using appropriate PPE correctly

Pre-Job Safety Checklist

Site Inspection

• Identify any visible hazards (e.g., wet floors, debris, exposed wires)

• Make sure the area is ventilated

• Ensure adequate lighting

• Confirm the availability of fire extinguishers

• Confirm that the first aid kit is accessible and stocked

Safety Briefing

• Conduct a safety briefing with all team members

• Review the safety plan and emergency procedures

Electrical Isolation

• Verify the electrical system is isolated and locked out before starting work

• Use lockout/tagout (LOTO) procedures to prevent accidental energization

Electrical Safety

Hazard Identification

• Identify potential electrical hazards (e.g., live wires, exposed conductors, etc.)

• Check for appropriate labeling of circuits and panels

Voltage Testing

• Test for the presence of voltage before beginning work

• Ensure that testing equipment is calibrated and functioning correctly

Grounding and Bonding

• Verify that all equipment is properly grounded and bonded

• Inspect grounding conductors for corrosion or damage that could result in inadequate grounding

Gas and Chemical Safety

Gas Detection

• Identify and locate any gas lines

• Check for the presence of any hazardous gasses using appropriate detectors

• Ventilate the area if chemicals are present

• Ensure gas detectors are calibrated and operational

• Be aware of the location of gas shut-off valves

Chemical Storage

• Verify that all chemicals are stored properly in labeled containers

• Ensure Safety Data Sheets (SDS) are available for all chemicals on site

Equipment Safety

Inspection of Electrical Tools and Equipment

• Inspect all tools and electrical equipment for damage or wear

• Ensure all tools are rated for the electrical work being performed

Use of Insulated Tools

• Confirm the use of insulated tools when working near live electrical parts

• Check the insulation on tools for cracks or damage

Equipment Shutdown

• Ensure all equipment is properly shut down before starting maintenance

• Confirm de-energization of equipment following lockout/tagout procedures

Emergency Procedures

Emergency Contacts

• Verify the availability of emergency contact numbers

• Ensure all personnel are aware of the emergency procedures

First Aid Kit

• Confirm fully stocked first aid kit is accessible on site

• Check the expiration dates on first aid supplies

Emergency Exits

• Ensure all emergency exits are clearly marked and unobstructed

• Review emergency evacuation routes with all personnel

Job Completion Checklist

De-energization Verification

• Recheck that all equipment and circuits are de-energized before removal of lockout/tagout devices

• Confirm the system is safe to be re-energized 

Site Clean-Up

• Remove all tools, debris, and equipment from the site

• Inspect installation or repair area

• Ensure no safety hazards remain

Final Walk-through

• Conduct a final walk-through with the team leader to ensure all work is complete

• Test electrical system operation

• Verify that all safety procedures have been followed

A final section requires technicians to sign and certify that they’ve followed all risk-assessment protocols outlined in the checklist during the job visit. 

If followed, this checklist can help ensure techs follow essential safety measures during inspections and maintenance visits. However, as we mentioned above, PDF or paper checklists have key limitations when it comes to:

• Ensuring these checklists are filled out on every job.

• Storing and organizing inspection data.

• Sharing information about safety issues between field and office staff.

Below, we’ll discuss how ServiceTitan electrical software can help contractors address these challenges.

Streamline Electrical Maintenance for Technicians: Safety Protocols, Inspection Checklists, Estimates & More

Ensure the Proper Forms and Checklists Are Completed for Every Job

With ServiceTitan, you can easily create and assign checklists to specific jobs, customers, locations, or equipment — including checklists for risk assessment and electrical safety. 

Whether you're using our desktop or mobile app, all forms are at your fingertips — no more hauling around paper checklists or manually transferring data into a computer. This streamlined process helps business owners and staff save time, reduce errors, and stay organized.

Since ServiceTitan stores all your data securely in the cloud, accessing forms and customer information is quick and seamless, whenever and wherever you need it.

You can build custom forms from scratch, or take advantage of our library of pre-built templates, available through TitanExchange. These templates, sourced from successful electrical companies, can be fully customized to fit the unique needs of your business.

Ensure Checklists Are Used Every Time

In form settings, business owners can select the option to require electricians to fill out certain forms for certain jobs. 

Safety checklists are a great use case for this. For example, if a tech is performing an electrical installation, they can be required to complete your electrical safety checklist before marking the job as complete. 

Or, if they’re installing a new breaker box, for example, they can be required to complete an installation checklist and warranty form before closing out the job. 

This fosters accountability through automation, reducing stress on behalf of business owners and managers while ensuring standard operating procedures are followed in the field for every job. 

Customize & Adjust Checklists with Ease

Users can modify checklists to perfectly match their needs and preferences. 

For example, any of the following could be added to an electrical inspection checklist to ensure that technicians make thorough assessments:

• Inspect electrical cords for signs of wear, fraying, or damage, and ensure they are properly rated for the equipment in use.

• Test circuit breakers to ensure they are functioning correctly and reset properly after tripping.

• Check ground fault circuit interrupters (GFCIs) for proper operation by pressing the test and reset buttons during inspection.

• Inspect fuses to ensure they are of the correct type and rating for the circuit, and replace  any blown or faulty fuses.

• Inspect wire splices to ensure they are properly enclosed in junction boxes and securely connected using approved connectors.

• Check for signs of short circuits, such as scorch marks, damaged insulation, or tripped breakers, and investigate the source to prevent potential hazards.

In addition, every form and checklist can be duplicated as many times as necessary, right from the job site.

Create & Present Estimates When Issues Are Discovered

For business owners, one of the benefits of 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 in the course of a system audit, ServiceTitan lets them build a custom Good Better Best proposal with our integrated pricebook. 

Using a tablet, techs can present proposals including product photos, equipment specs, and pricing to customers on the spot, or to email them to clients for review and approval. This feature saves 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.

Easily Track, Access, & Update Maintenance Agreements

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. 

All of the records and specifications of these agreements are stored in one place, including:  

• Membership type 

• Agreement period 

• Membership locations (single or multiple)

• Billing terms and schedule 

• Service frequency (quarterly, biannual, or annual maintenance plan)

• Revenue recognition (point of sale or deferred)

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. 

Leverage Automation to Schedule Maintenance Visits on Time

Once recurring service events are set up, they are 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.

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, you can create follow-up notifications. These offer electrical contractors peace of mind and ensure that nothing slips through the cracks.

If you’re scheduling a regular maintenance visit that’s not connected to a service agreement, our call booking workflow offers a suite of features that make this seamless, including:

• Providing CSRs with the names and customer histories of incoming callers.

• Guiding CSRs through an intuitive set of form fields and drop-down menus to ensure important information is captured on the first call.

• Allowing CSRs to efficiently schedule appointments from the same screen.

• Automatically adding scheduled jobs and job details to our sophisticated, yet easy-to-use, dispatch board.

Efficiently Send Invoices and Get Paid Faster

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 it.)   

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.

Get a ServiceTitan Demo to See These Features in Action

Using best-in-class electrical software like ServiceTitan empowers contractors to improve efficiency and grow their revenue.

In addition to optimizing electrical safety protocols and maintenance tasks, our software offers additional features to facilitate other core business functions, including:

• Call booking

• Scheduling

• Dispatching

• Work orders

• Invoices

• Payments

• Real-time reports