Electrical
Workflow templates for electricians and electrical contractors, covering quote requests, service and fault calls, safety inspections, switchboard assessments, and RCD, smoke alarm, emergency lighting and test-and-tag (portable appliance testing) records. Commissioning checklists for solar PV, batteries, EV chargers and generators, plus isolation, re-energisation and CCEW preparation (NSW, Australia), keep test results, photos and sign-off on the job record.
Benefits
- Record test results and photos against each job
- Keep RCD, test-and-tag and emergency lighting records together
- Send quotes and job updates to customers by email or SMS
Common Use Cases
Electrical Templates(5)
Switchboard inspection and upgrade assessment Workflow
Captures a switchboard inspection report, routes it through electrical supervisor review (with a bounded revision loop back to the inspector), emails the approved report to the customer, and triggers a quote task if an upgrade is recommended.
Electrical safety inspection checklist Workflow
Captures an electrical safety inspection report, routes it through supervisor review (with revision loop back to the inspector), emails the approved report to the customer, and triggers a repair quote task when repair work is recommended.
CCEW preparation and lodgement checklist (NSW, Australia) Workflow
Collects job and test details for a Certificate of Compliance for Electrical Work (CCEW), routes the details through an office completeness check with an electrician revision loop, then lodges the CCEW with NSW Fair Trading, notifies the network operator if applicable, and emails the customer once lodged.
Emergency lighting / exit sign inspection Workflow
Captures emergency lighting and exit sign inspection results, notifies the client of pass/fail outcomes, manages quoting and client approval for repairs, tracks retests through to completion, and reports status via a table view and chart widget.
Electrical quote request Workflow
End-to-end electrical contracting quote request process: intake, urgency-based emergency call-back, site inspection, estimator quoting, customer acceptance, job scheduling, job completion, and post-job feedback collection.
Frequently Asked Questions
What Electrical workflow templates are included?
The Electrical category includes templates for quote requests, service and fault calls, electrical safety inspections, switchboard assessments, RCD, smoke alarm and test-and-tag records, emergency lighting and exit sign tests, isolation and re-energisation checklists, defect rectification, installation condition reports, preventative maintenance inspections, CCEW preparation (NSW, Australia) and commissioning for solar PV, batteries, EV chargers and generators.
Who are the Electrical templates for?
They're designed for electricians and electrical contractors, from sole traders doing residential service work to commercial contractors running maintenance and testing programs. Technicians and apprentices complete the tasks and checklists, while the office tracks every job by status.
Can I change a electrical template to suit my business?
Yes. Publish the template and it runs straight away, with no installation. Describe the change in plain English — for example, add your own test fields or text the customer when a job is booked — or edit the steps in the workflow editor. Earlier versions are kept.
Will these templates make my electrical work compliant?
They help you keep consistent records — test results, photos, isolation checks and sign-off, with a timeline for each job. Each business should confirm the licensing, testing and certification requirements that apply where it works, such as CCEW lodgement in New South Wales, and adjust the templates to match.