Electrical Safety Checklist for Techs: Free PDF Download

To help guide technicians through safety protocols during electrical inspections or maintenance visits, we’re offering a free electrical safety checklist template.

To get your free template, simply fill out the form above (on mobile devices) or to the right (on desktop), and we’ll email it to you.

What’s Included in Our Electrician Safety Checklist 

At the top is a section to document general information for the job — this includes the date, electrician's name, job location, and job description.

Below, the checklist is categorized into the following sections:

Personal Protective Equipment (PPE)

Ensure all PPE is used following company policy and manufacturer recommendations.

• Safety glasses

• Gloves

• Ear protection

• Dust mask/respirator

• Safety shoes

• Hard hat

Pre-Job Safety Checklist

• Review job orders for specific electrical hazards.

• Inspect the work area for tripping hazards.

• Ensure adequate lighting.

• Verify that all electrical tools are in good condition.

• Check the accessibility of the fire extinguisher.

• Confirm that the first aid kit is accessible and stocked.

Electrical Safety

• Ensure the power is disconnected before starting work.

• Use appropriate lockout/tagout procedures.

• Inspect electrical cords/extension cords and power tools for damage.

• Test for live wires using a non-contact voltage tester.

• Use insulated tools.

• Ensure proper grounding of electrical equipment.

Gas and Chemical Safety

• Identify and locate any gas lines.

• Use appropriate PPE for handling chemicals.

• Ventilate the area if chemicals are present.

• Store chemicals safely, away from electrical equipment.

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

Equipment Safety

• Inspect all electrical equipment before use.

• Ensure equipment is properly maintained.

• Do not use damaged or defective equipment.

• Use equipment according to manufacturer's instructions.

• Maintain a clean and organized work area.

Emergency Procedures

• Electrical Shock: Do not touch the person. Disconnect the power source if possible, and call emergency services.

• Gas Leak: Evacuate the area immediately. Do not use electrical switches or open flames. Call the gas company from a safe distance.

• Electrical Fire: Use a fire extinguisher if it is safe to do so. Evacuate the area and call emergency services.

• Chemical Spill: Use appropriate PPE and clean-up materials. Refer to the Safety Data Sheet (SDS) for specific handling instructions.

Job Completion Checklist

• Clean the work area and remove all debris.

• Inspect installation or repair area.

• Test electrical system operation.

• Review job completion with the homeowner.

• Provide maintenance and safety tips to the homeowner.

A final section requires technicians to sign and certify that they’ve followed all safety checks outlined in the checklist during the job visit. 

Why PDFs Fall Short in Electrical Safety

While a PDF template can serve as a helpful on-the-job reference, relying on static templates for safety documentation introduces serious limitations that can hurt team accountability, job site efficiency, and long-term risk management:

• No way to ensure consistent use: PDF checklists are easy to ignore or skip—especially if they’re seen as red tape. There’s no built-in accountability to confirm that a technician actually reviewed each safety step. If it’s not integrated into their workflow, there’s no guarantee it’ll get done—or documented properly.

• No centralized storage or automatic recordkeeping: PDFs often end up scattered across devices, email threads, or printed and filed away. This makes it hard to access past safety records when you need them—whether for internal audits, OSHA compliance, or legal protection in the event of an incident.

• No integration with other tools: PDFs don’t sync with your CRM, project management software, or the other apps you use to manage job history data. That means any hazards identified during the inspection—like a damaged breaker panel or exposed wiring—must be manually transferred if you want to check warranty info, draft an estimate, or order parts. This slows everything down and increases the risk of dropped handoffs.

• No real-time visibility between field and office: If a technician discovers a safety issue and marks it on a PDF, office staff won’t know about it until that form is submitted and reviewed—if it ever is. That delay can cause a chain reaction: missed follow-ups, delayed repairs, or even preventable accidents.

Start Building a Safer, Smarter Workflow Today

PDFs might be a decent place to start—but they weren’t built to support a modern, safety-conscious electrical business. ServiceTitan’s electrical contractor software gives you the tools to streamline field safety, improve documentation, and keep jobs moving—all while protecting your techs, your customers, and your bottom line.

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

Ensure the Proper Forms and Checklists Are Completed for Every Job

ServiceTitan’s electrical software allows contractors to create customized forms and checklists — including checklists for electrical safety inspections.

Key Features of Custom Forms

• Flexible customization: Easily build forms from scratch or use prebuilt templates sourced from TitanExchange, where you can access tried-and-tested forms used by other electrical businesses. Tailor them to suit your needs and preferences.

• Multi-format options: Add a variety of inputs to your forms, including:

  • Text fields

  • Number fields

  • Checkboxes

  • Photo/video uploads

  • Drop-down menus

  • Stoplight buttons

  • Digital signatures for sign-offs

• Job-specific integration: Attach forms directly to specific jobs, customers, electrical facilities, or equipment. Access them easily from the field or office. 

Ensure Checklists Are Used Every Time

In form settings, business owners can select the option to require techs 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:

• Electrical panel

• Circuit breakers

• Electrical wiring

• Ground fault circuit interrupters (GFCI outlets)

• Arc fault circuit interrupters (AFCI electrical outlets)

• Fuses

• Connectors

• Light fixtures/light bulbs

• Light switches

• Smoke detectors

• Electrical appliances

• Power strips/surge protectors

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 an inspection, ServiceTitan gives them the ability to build a custom Good-Better-Best proposal within our integrated pricebook. 

Using a tablet, techs can present proposals including product photos, equipment specs, and pricing to customers on the spot, as well as 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 those payments.)   

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 be 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