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(18)
Battery Commissioning and Handover Workflow
Captures a battery commissioning test form, routes failed tests to installer rectification (with retest loop), then progresses through Commissioned and Handed Over statuses, sending the customer a handover summary email and a follow-up feedback request.
Electrical Condition Report (EICR) Workflow
Captures an electrical installation condition report from an inspector, routes it through supervisor review (with a revision loop back to the inspector if changes are needed), emails the approved report to the customer, and triggers a remedial work quote task when recommended.
Electrical Defect Rectification Workflow
Captures electrical defects found on-site, issues disconnection notices for dangerous defects, quotes and gets customer approval for rectification, tracks rectification work through to completion, and reports on defect status.
Electrical Fault and Service Request Workflow
Manages electrical service and fault requests from intake through booking, on-site work, and completion, with distinct handling for urgent vs standard jobs and for fixed, further-work-needed, and unable-to-complete outcomes.
Electrical Isolation Checklist Workflow
Captures a lock-out/tag-out isolation checklist before electrical work begins, verifies test-for-dead results with a supervisor escalation loop if not proven dead, tracks work to completion, and records isolation removal with a copy sent to the electrician.
Electrical Preventive Maintenance Workflow
Captures a technician's PM inspection of commercial/industrial electrical assets, routes follow-up work based on defect priority (none/minor/urgent), manages quoting and client approval for minor defects, tracks urgent repairs, and keeps clients informed at each stage until the record reaches a final status.
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.
Electrical Re-Energisation Approval Workflow
Manages the request, testing sign-off, and supervised approval process for energising or re-energising new or repaired electrical circuits, including corrections rework and post-energisation fault handling, with customer notification on completion.
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.
Electrical Test and Verification Workflow
Captures an electrical test and verification record, notifies the client of Pass/Fail results, and manages a repair-and-retest loop for failed installations until they pass or escalate.
Emergency and Exit Lighting 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.
EV Charger Installation and Testing Workflow
Manages an EV charger installation job from booking through optional switchboard upgrade, installation and testing, rectification if needed, commissioning, handover, and post-completion customer feedback.
Generator Installation and Changeover Workflow
Captures generator commissioning test results, routes failures to a rectification loop with re-testing, hands the system over to the customer once commissioned, and follows up with a handover summary email and a delayed feedback request.
RCD (Safety Switch) Test Record Workflow
Captures RCD/safety switch test results submitted by an electrician, notifies the client of a Pass, or manages the Fail path with a repair-and-retest task (looping up to 2 times) before notifying the client of the final outcome.
Smoke Alarm Inspection and Service Workflow
Captures smoke alarm inspection/service data from an electrician's test form, records pass/fail outcomes, notifies the client, and manages a repair-and-retest loop (up to 2 cycles) for failed alarms until the property passes, tracked via a table view and dashboard chart.
Solar PV Commissioning Checklist Workflow
Captures a solar PV commissioning checklist, routes failed tests to a rectification loop, hands the system over to the customer with a summary email, and follows up with a satisfaction survey.
Switchboard Inspection and Upgrade 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.
Test and Tag Inspection Record Workflow
Captures electrical test and tag inspection results, calculates pass rate, notifies clients of outcomes, and manages follow-up on failed items through to completion.
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.