Electrical Rough-In Checklist: Free PDF Download

This post shares a comprehensive electrical rough-in checklist designed specifically for contractors and project managers. This checklist ensures that every necessary task during the rough-in phase of your project is completed efficiently and accurately. Below, we’ll provide a link to download the checklist for free and use it in your electrical business. 

However, it’s important to recognize the limitations of PDF checklists. While they’re useful as a quick reference, they have several drawbacks that impede your workflow. For example:

• Inconsistent Usage: It’s hard to guarantee that a checklist is referenced during every project. If a project manager skips it during their final rough-in inspection, crucial details may be overlooked—leading to costly issues down the line.

• Manual Data Entry: PDFs don’t integrate with the other apps and software tools you use to run your business. This means inspection results must be manually entered into your project management software, CRM, or other systems—adding unnecessary steps and time.

• Poor Communication Flow: Sharing inspection details between project managers and office staff can be slow and cumbersome. This delay can hold up critical next steps, such as rechecking inventory, ordering materials, or notifying general contractors and homeowners of any issues.

That’s why, in addition to providing you with our free rough-in checklist, we’ll also walk through how our electrical contractor software, ServiceTitan, solves these challenges and more.

Download Our Electrical Rough-In Checklist

Our Electrical Rough-In Checklist Includes:

1. Project Information

• Project name

• Project address

• Project manager

• Electrical contractor

• Date of inspection

• Inspector name

2. Planning and Preparation

• Review electrical plans and specifications

• Confirm all required permits are obtained (e.g. electrical permits, commercial building permits, etc.)

• Ensure the work area is clear of debris

3. Service Entrance and Panel Installation

• Main service/electrical panel installed at the designated location

• Main breaker and grounding systems installed correctly

• All conductors properly terminated at the main panel

• Subpanels installed (if applicable)

• Panel labeling and circuit identification started

4. Electrical Wiring Installation

• All electrical boxes are installed at the correct height and location

• Cables and conduits are routed according to plans and codes ( building codes, electrical codes, etc.)

• Wires are properly secured and supported

• Appropriate wire gauge used for circuits

• No excessive bending or twisting of wires

• Conduit fittings are properly installed and secured

5. Outlet and Switch Boxes

• Outlets are installed in all specified locations

• Ground fault circuit interrupters (GFCIs) are installed where required

• Switch boxes installed and aligned with doorways

• Ensure the spacing of outlets meets code requirements

6. Lighting Circuits

• All lighting fixtures are wired correctly

• Recessed and ceiling lights installed as per design

• Ensure proper clearance for insulation in ceiling fixtures

• Dimmer switches installed as specified

7. Specialty Circuits and Devices

• Dedicated circuits for appliances installed

• Smoke and carbon monoxide detectors wired and placed as per code

• Doorbell, thermostat, and other low-voltage wiring installed

• Electric-vehicle charging station pre-wiring completed (if applicable)

8. Final Inspection and Testing

• Continuity and insulation resistance tests completed

• Ensure all boxes and panels are correctly covered

• Confirm all circuit breakers and fuses are correctly sized

• Verify all grounding and bonding requirements are met

• Electrical rough-in inspected by local authority

9. Final Approval

• Inspector’s signature

• Date

• Project manager’s signature

• Date

Once rough-in inspections are done and each checklist item has been completed, project managers can contact contractors or office staff to explain their findings and ensure any necessary actions are set into motion. 

Yet traditional methods of communicating these job details through phone calls, texts, and emails come with familiar frustrations and issues:

• Delays in kicking off the next steps

• Miscommunications between project managers and office staff

• Loss of important project details 

• Lack of real-time information for key project stakeholders

This is where construction management software like ServiceTitan can transform operations for electrical contractors and their crews.

In the rest of this post, we’ll walk through what it’s like to use electrical rough-in checklists in ServiceTitan, and the other features we offer for streamlining electrical project management.

How Electrical Rough-In Checklists Work in ServiceTitan 

ServiceTitan empowers electrical businesses to create highly customizable forms for any type of electrical installation or electrical inspection checklist, tailored to fit the specific needs of each job.

For example, contractors can easily build rough-in checklists from scratch or upload their existing ones directly into the project dashboard (more on that below). Once added to a project, the form is accessible via our mobile app, allowing project managers to fill it out on-site in real time.

After the checklist is completed, all relevant information is instantly available to contractors, office staff, or any other team members who need access—eliminating delays and improving communication across the board.

ServiceTitan supports over 10 input formats for checklist items, including text, numbers, checkboxes, dropdowns, stoplight buttons, and even photo or video uploads. So, if a project manager encounters an issue with an electrical penetration, for example, they can add notes, photos, and videos to fully document the situation.

With all these details stored in our cloud-based system, the risk of losing critical inspection data is virtually eliminated, ensuring your team has everything they need to move forward smoothly.

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 the trim-out has been finished, project managers or lead electricians can be required to complete your trim-out inspection checklist before they move on to the next phase of that project.

This fosters accountability through automation, reducing stress on owners and executives, 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 rough-in checklist to ensure that project managers make thorough assessments:

• Junction boxes

• Arc fault circuit interrupters (AFCI)

• Branch circuits

• Receptacles

• etc. 

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 project management. 

How ServiceTitan Facilitates Electrical Project Management

To demonstrate how our platform can 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 one visible location, contractors and project managers can: 

1. View all of the basic project information (project name, job address, contact information, customer phone number, etc.).

2. View and log tasks for the project. 

3. Access project financials including project job costing and expense details that update automatically throughout a project.

4. Initiate key actions such as generating an estimate, purchase order, application for payment, invoice, and more.

5. View team members involved in the project.

6. 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 amendments are made to originally approved plans, estimates can be updated or additional estimates can be created as needed throughout the project.

Initiate Requisition and Purchase Orders

When an estimate is sold, all of the details you’ve set up 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 the process of ordering your permits and materials for the electrical system — 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 vendors 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 keeps your project financials and job costing up to date automatically. 

No more manual updates to countless spreadsheets every time labor or material costs are incurred. ServiceTitan handles this for you in real time, instantly reflecting the work completed and entered into the system. This ensures that you always have accurate financial insights at your fingertips, allowing you to stay on top of your project’s budget without the hassle of constant data entry.

Continuing with our example from above, when 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 actual costs versus your budgeted 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 recreating documents for every billing cycle. With ServiceTitan, generating a payment application is as simple as selecting the billing period and choosing the percentage of each line item you want to bill for. 

Just a few clicks, and 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.