Information

  • Audit Title

  • Document No.

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

General Customer Information

  • What is the customer name, billing address, phone number, fax number, email address, or other contact information?

Job Proposal Information

  • Scope of Work

  • Are there any specific inclusions?

  • Are there any specific exclusions?

  • Have you offered the customer a verbal amount?

  • When is the proposal promised?

Additional Information for the Estimator

  • Panel Information

  • What Is the make of the panel?

  • What is the voltage of the panel?

  • What is the amperage of the main?

  • What is the disconnecting means?

  • Is this panel the service?

  • Do we need to replace the panel?

  • Are the service entrance conductors underground or overhead?

  • Do the service entrance conductors need to be replaced?

  • Is the cold water bonded?

  • Does the meter need to be replaced?

  • Do we need to add a ground rod?

  • Do we need to run the cold water ground?

  • What is the length of the ground?

  • Are there 3 wire circuits?

  • Do we need breakers?

  • Are the GFIs in the panel?

  • Other information

  • Branch Circuit information

  • What type of wiring is there?

  • Are the devices grounded? What color and style are they?

  • Are there arc fault breakers?

  • Are there CO detector where needed?

Other Information

  • Material List

Sketches

  • Sketch #1

  • Sketch #1

  • Sketch #2

  • Sketch #2

Other Photos

  • Add media

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.