FIELDFOLIO
New circuit / dedicated line
- Load calc noted
- Wire sized
- Breaker landed
- Device installed
- Function tested
- Labels applied
Pick the job you are on. Run down the steps. Snap a before photo and an after photo. The app puts it all in one report you can send. Every step here is one you can tick off in the app.
New install
EV charger install
- Panel capacity checked
- Circuit & breaker sized
- Wire run & secured
- Charger mounted
- Test charge
- Labels applied
Lighting install (new)
- Circuit identified
- Box / support OK
- Fixture hung
- Switched correctly
- Lamps tested
- Debris cleared
Recessed lights install
- Layout marked
- Holes cut
- Wire run between cans
- Trims installed
- Dimmer compatible
- All lights tested
Ceiling fan install (new)
- Fan-rated box
- Bracket secured
- Fan wired
- Blades balanced
- Speeds & light tested
- Cleanup
Generator / transfer switch install
- Load list confirmed
- Transfer switch mounted
- Circuits moved
- Generator connected
- Transfer tested
- Customer shown operation
Outdoor / landscape lighting
- Transformer / circuit set
- Wire buried / protected
- Fixtures placed
- Timer / photocell set
- All lights tested
- Cleanup
New construction rough-in
- Boxes set to plan
- Wire pulled & stapled
- Home runs labeled
- Rough inspection ready
- Photos of walls before cover
- Panel space noted
Replace / 1-for-1 swap
Outlet / switch replace
- Power off / verified
- Device replaced
- Grounding correct
- Cover on
- Power restored & tested
- Area cleaned
Light fixture swap
- Power off verified
- Old fixture removed
- Box condition OK
- New fixture wired
- Tested
- Old fixture hauled
GFCI / AFCI swap
- Power off verified
- Line / load correct
- Device installed
- Test / reset works
- Downstream checked
- Labeled
Panel replace / upgrade
- Permit & utility scheduled
- Power off & LOTO
- Old panel removed
- New panel set & circuits landed
- Torque checked
- Inspection & power restored
Breaker replace
- LOTO applied
- Bad breaker removed
- Correct breaker landed
- Torque checked
- Circuit tested
- Cover secured
Smoke / CO detector swap
- Old units removed
- New units mounted
- Interconnect working
- Test button checked
- Date written on unit
- Customer shown
Repair / service call
Troubleshoot no-power
- Symptoms noted
- Upstream checked
- Fault found
- Repair made
- Circuits restored
- Customer briefed
Breaker keeps tripping
- Circuit load checked
- Devices tested
- Fault found
- Repair made
- Circuit held under load
- Customer briefed
Flickering / dimming lights
- Symptoms noted
- Connections checked
- Neutral / service checked
- Cause fixed
- Lights stable
- Customer briefed
Breaker / panel work
- LOTO applied
- Panel labeled
- Torque / landing checked
- Breakers tested
- Cover secured
- LOTO removed
Storm / damage repair
- Area made safe
- Damage documented
- Parts replaced
- Tested
- Utility coordinated (if)
- Photos for insurance
Renovation / remodel
Kitchen remodel electrical
- Old circuits identified
- Small-appliance circuits run
- Lighting layout set
- Rough inspection
- Devices & fixtures trimmed
- All circuits tested
Bathroom remodel electrical
- GFCI protection
- Fan circuit & vent
- Vanity lighting
- Rough inspection
- Trim-out
- All tested
Basement finish electrical
- Layout marked
- Circuits run
- Smoke / CO added
- Rough inspection
- Trim-out
- Panel labeled
Whole-house rewire
- Plan & permit
- Old wiring abandoned / removed
- New circuits run
- Devices replaced
- Inspection
- Wall patches noted
Inspect / maintain
Electrical safety inspection
- Panel inspected
- Outlets tested
- GFCI / AFCI checked
- Hazards listed
- Photos taken
- Report shared
Thermal / panel check
- Panel cover off safely
- Heat spots checked
- Torque checked
- Findings noted
- Cover secured
- Report shared
Use these as a base. You know the job best, so add or skip steps to fit it. You are responsible for the work and the customer info you collect. See the Terms and Conditions.