TI

Free checklist

Electrician Job Paperwork and Completion Checklist

Missed paperwork costs more than a second trip. This free checklist helps licensed electrical shops close a job clean: scope, site work, paperwork, client walkthrough, photos, and invoice ready.

Fill it on your phone, print it, or share a PDF. When you want the checklist on the same job as your quote, invoice, and site photos, save it free in TradeInvoice.

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Electrician Job Paperwork and Completion

Field close out for licensed electrical work

Job info

Job name 
Site address 
Client name 
Client phone 
Date 
Electrician / tech 
LEC / company 
Permit or notification number 

Before you roll

  • Scope confirmed with client
  • Parts and gear loaded for this job
  • Permit or notification status known
  • Safety gear and PPE ready
  • Access, locks, or keys sorted if needed

On site start

  • Power status noted before work
  • Photos taken before work
  • Existing issues shown to client
  • Work area protected

Work complete

  • Install matches quote or written change orders
  • Devices labelled as needed
  • Panel schedule updated
  • Dead fronts and covers on
  • AFCI, GFCI, and critical circuits tested
  • Work area cleaned

Paperwork

  • Permit or notification filed or closed as required
  • Inspection booked or complete when required
  • Certificate of acceptance or final paper on file when required
  • Extra work written down for billing

Client walkthrough

  • Walked through with client
  • Breakers and devices explained
  • Warranty and next steps clear
  • Client questions answered

Close out for the office

  • Job photos saved (before after, panel, key details)
  • Materials and labour noted
  • Quote versus extras ready for invoice
  • Invoice draft or final ready
  • Follow up or service notes filed

Notes

Sign off

 
Electrician / tech
 
Client (optional)
Free printable from TradeInvoice.ca. Not legal or tax advice. www.tradeinvoice.ca

Why paperwork fails on electrical jobs

The install can be solid and the job still bites you later. No notification on file. No before after photos. Change orders never written down. Client says they never saw the warranty talk. Invoice sits until someone chases extras from memory.

A short close out list keeps the office and the truck on the same page. You leave site knowing the paperwork path is clear, not hoping someone else will remember Monday morning.

How to use this checklist on a real job

Open it when the job is booked or the morning you roll. Tick as you go. Use the job info block so the sheet matches the site. Before you leave, walk the client section with them if you can.

Print a blank copy for the van or fill on your phone. Share the page link with your crew. When the job is done, save a filled copy to that job in TradeInvoice next to quotes, invoices, and photos.

Canada notes for electrical shops

In Ontario, most electrical work needs a notification of work with the Electrical Safety Authority before you start, then inspection and a certificate of acceptance when that process applies. Other provinces and territories have their own authorities and rules.

This checklist is a field aid for shops. It is not an official ESA form, not a permit application, and not legal advice. Follow your licence, your insurer, and the authority having jurisdiction on that job.

From checklist to quote, invoice, and job photos

TradeInvoice keeps each job in one place. Attach this checklist, drop site photos, send a clean quote, then convert to invoice when the work is done. Free to start. No credit card.

Frequently asked questions

Who is this electrician checklist for?

Licensed electrical contractors, LECs, and techs who want a simple job close out list for paperwork, walkthrough, photos, and invoice steps. Homeowners can use it to see what a clean handoff looks like, but the work itself must follow local licence rules.

Is this an official ESA form?

No. It is a free field checklist. In Ontario, file notifications and follow ESA process when required. Other provinces use their own electrical safety authorities. Always follow the authority having jurisdiction on that job.

Can I print or share it free?

Yes. Fill on your phone, print, or share a PDF. Guests get free use of the page. A free TradeInvoice account unlocks unlimited prints and saving the filled checklist on a job.

Can I save it to a job with quotes and invoices?

Yes with a free account. Create or open a job, save the checklist there, add photos, and keep the quote and invoice on the same job file.

Does this replace a rough in inspection list?

No. This list focuses on paperwork and completion handoff. Rough in and final inspection checklists are separate. Use your shop standards and the inspector requirements for that site.

Is TradeInvoice free?

Yes to start. Free includes jobs, clients, a public business page, a shareable card, and a set number of documents. Premium removes doc and photo caps and adds a callback form on your page.

Field aid for shops. Not an official permit form and not legal advice. Follow your licence and the authority having jurisdiction on each job.