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Templates / Electricians

Quotes, fuse box photos and certificates, sent from one link.

Customers forget the fuse box photo, apprentices forget their certificates and test equipment slips past its calibration date. Docsroom asks once, gives each person their own link and sends reminders on a schedule.

8 templates80 requestsWritten for electricians

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Eight templates for electricians

Open a template to see every request in the order it is asked, and watch it written in and answered.

Customer starter checklistfor new customers · before we book your job in12 requests12 requests
Customer starter checklist31 Rosewood Avenue · consumer unit9 of 12 back
  • About you
  • FormYour details5 questionsAssigned to JMJenny Marsh, homeownerFrom Stephin 2 daysComplete
  • DecisionOwner or tenantlandlord’s OK if you rentAssigned to JMJenny Marsh, homeownerFrom Stephin 2 daysComplete
  • QuestionAccess on the daykey safe, or who is inAssigned to JMJenny Marsh, homeownerFrom Stephin 2 daysReady to check
  • Your electrics
  • UploadPhoto of your fuse boxlid open, if it is safeAssigned to JMJenny Marsh, homeownerFrom Stephin 3 days2 files sent
  • UploadPhoto of your meterwith the main fuseAssigned to JMJenny Marsh, homeownerFrom Stephin 3 daysComplete
  • UploadLast electrical reportEICR, if you have oneAssigned to JMJenny Marsh, homeownerFrom Stephin 4 daysAwaiting reply
  • QuestionAge of the wiringas far as you knowAssigned to JMJenny Marsh, homeownerFrom Stephin 4 daysReminder sent
  • QuestionMust stay switched onfreezer, alarm or medicalAssigned to JMJenny Marsh, homeownerFrom Stephin 4 daysComplete
  • QuestionLoft and floor accesshatch, boards or carpetAssigned to JMJenny Marsh, homeownerFrom Stephin 4 daysReady to check
  • Before we start
  • ApprovalQuote and termsread and approveAssigned to JMJenny Marsh, homeownerFrom Stephin 5 daysReady to check
  • ApprovalYour right to cancelread and approveAssigned to JMJenny Marsh, homeownerFrom Stephin 5 daysComplete
  • DecisionStart daypick the best dayAssigned to JMJenny Marsh, homeownerFrom Stephin 6 daysAwaiting reply
Electrician starter checklistfor new electricians · before their first day12 requests12 requests
Electrician starter checklistAdam Fisher · electrician9 of 12 back
  • Right to work
  • QuestionRight to work share codenine letters and numbersAssigned to AFAdam Fisher, electricianFrom Stephin 3 daysComplete
  • UploadPhoto IDpassport or photocardAssigned to AFAdam Fisher, electricianFrom Stephin 3 daysComplete
  • UploadProof of addresslast three monthsAssigned to AFAdam Fisher, electricianFrom Stephin 4 days1 file sent
  • Pay and contract
  • FormBank and tax details6 questionsAssigned to AFAdam Fisher, electricianFrom Stephin 4 daysReady to check
  • QuestionNational Insurance numberone lineAssigned to AFAdam Fisher, electricianFrom Stephin 4 daysComplete
  • ApprovalEmployment contractread and approveAssigned to AFAdam Fisher, electricianFrom Stephin 5 daysAwaiting reply
  • Cards and training
  • UploadECS cardfront and backAssigned to AFAdam Fisher, electricianFrom Stephin 5 daysReminder sent
  • UploadLevel 3 qualificationNVQ or City and GuildsAssigned to AFAdam Fisher, electricianFrom Stephin 6 daysComplete
  • Upload18th Edition certificatewith the amendmentAssigned to AFAdam Fisher, electricianFrom Stephin 6 days1 file sent
  • UploadInspection and testing2391 or 2394 and 2395Assigned to AFAdam Fisher, electricianFrom Stephin 6 days2 files sent
  • On the job
  • UploadDriving licencefront and backAssigned to AFAdam Fisher, electricianFrom Stephin 6 daysComplete
  • ApprovalSafe isolation procedureread and approveAssigned to AFAdam Fisher, electricianFrom Stephin 7 daysAwaiting reply
Apprentice starter checklistfor new apprentices · before their first week12 requests12 requests
Apprentice starter checklistRyan Cooper · apprentice9 of 12 back
  • About you
  • FormApprentice details6 questionsAssigned to RCRyan Cooper, apprenticeFrom Stephin 2 daysComplete
  • UploadPhoto IDpassport or provisionalAssigned to RCRyan Cooper, apprenticeFrom Stephin 3 daysComplete
  • UploadMaths and English resultsGCSE or functional skillsAssigned to RCRyan Cooper, apprenticeFrom Stephin 3 days1 file sent
  • QuestionEmergency contacta parent or guardianAssigned to RCRyan Cooper, apprenticeFrom Stephin 3 daysReady to check
  • QuestionColour visionany trouble with coloursAssigned to RCRyan Cooper, apprenticeFrom Stephin 3 daysComplete
  • Pay and papers
  • FormBank and tax details6 questionsAssigned to RCRyan Cooper, apprenticeFrom Stephin 4 daysAwaiting reply
  • QuestionNational Insurance numberone lineAssigned to RCRyan Cooper, apprenticeFrom Stephin 4 daysReminder sent
  • ApprovalApprenticeship agreementread and approveAssigned to RCRyan Cooper, apprenticeFrom Stephin 5 daysComplete
  • College and kit
  • UploadTraining provider letteror enrolment emailAssigned to RCRyan Cooper, apprenticeFrom Stephin 5 days1 file sent
  • QuestionGetting to job siteslift, bus or own carAssigned to RCRyan Cooper, apprenticeFrom Stephin 5 daysReady to check
  • TableHand tools you owntool and conditionAssigned to RCRyan Cooper, apprenticeFrom Stephin 6 daysComplete
  • ApprovalParent or guardian consentunder 18s onlyAssigned to KCKaren Cooper, parentFrom Stephin 6 daysAwaiting reply
Landlord EICR bookingfor landlords and agents · before a rental inspection9 requests9 requests
Landlord EICR booking4 Ash Court · rental inspection7 of 9 back
  • The property
  • FormProperty details6 questionsAssigned to MFMartin Frost, landlordFrom Stephin 3 daysComplete
  • UploadLast EICRif there is oneAssigned to MFMartin Frost, landlordFrom Stephin 3 daysComplete
  • UploadEarlier certificatesrewires and new circuitsAssigned to MFMartin Frost, landlordFrom Stephin 4 days1 file sent
  • QuestionKnown problemstripping or burn marksAssigned to MFMartin Frost, landlordFrom Stephin 4 daysReady to check
  • Getting in
  • QuestionTenant name and numberor the agent’s detailsAssigned to MFMartin Frost, landlordFrom Stephin 4 daysComplete
  • DecisionInspection daypick the best dayAssigned to ASAbby Shaw, tenantFrom Stephin 5 daysAwaiting reply
  • QuestionPets and locked roomsanything we should knowAssigned to ASAbby Shaw, tenantFrom Stephin 5 daysReminder sent
  • Landlord approvals
  • ApprovalInspection termsread and approveAssigned to MFMartin Frost, landlordFrom Stephin 6 daysComplete
  • ApprovalUrgent repairs approvalread and approveAssigned to MFMartin Frost, landlordFrom Stephin 6 daysReady to check
Commercial job access packfor commercial customers · before we start on site8 requests8 requests
Commercial job access packUnit 6 Elmfield Park · new lighting6 of 8 back
  • The site
  • FormSite contact details5 questionsAssigned to DHDarren Hale, site managerFrom Stephin 3 daysComplete
  • UploadAsbestos registermanagement surveyAssigned to DHDarren Hale, site managerFrom Stephin 4 daysComplete
  • UploadFloor plansmarked with the worksAssigned to DHDarren Hale, site managerFrom Stephin 4 days1 file sent
  • Working here
  • QuestionWorking hoursin hours or out of hoursAssigned to DHDarren Hale, site managerFrom Stephin 4 daysReady to check
  • QuestionParking and loadingvan space and goods liftAssigned to DHDarren Hale, site managerFrom Stephin 4 daysComplete
  • QuestionPermits and shutdownswho arranges themAssigned to DHDarren Hale, site managerFrom Stephin 5 daysAwaiting reply
  • Site paperwork
  • ApprovalRAMS for this jobread and approveAssigned to DHDarren Hale, site managerFrom Stephin 6 daysReminder sent
  • ApprovalSite rules and inductionread and approveAssigned to DHDarren Hale, site managerFrom Stephin 6 daysComplete
Scheme registration and certificatesfor the business · each year, before your assessment10 requests10 requests
Scheme registration and certificatesHargreaves Electrical · yearly pack8 of 10 back
  • Scheme
  • UploadScheme certificateNICEIC, NAPIT or similarAssigned to NHNeil Hargreaves, directorFrom Stephin 7 daysComplete
  • UploadLatest assessment reportfrom your scheme visitAssigned to NHNeil Hargreaves, directorFrom Stephin 7 daysComplete
  • QuestionNext assessment dateone lineAssigned to NHNeil Hargreaves, directorFrom Stephin 7 daysReady to check
  • QuestionQualifying supervisorname and ECS card numberAssigned to NHNeil Hargreaves, directorFrom Stephin 8 daysReady to check
  • Insurance
  • UploadPublic liability insurancecover for electrical workAssigned to NHNeil Hargreaves, directorFrom Stephin 8 daysComplete
  • UploadEmployer’s liabilityif you have staffAssigned to NHNeil Hargreaves, directorFrom Stephin 8 daysAwaiting reply
  • UploadProfessional indemnityif you hold itAssigned to NHNeil Hargreaves, directorFrom Stephin 9 daysReminder sent
  • Records
  • TableJobs notified this yeardate, type and job numberAssigned to NHNeil Hargreaves, directorFrom Stephin 10 daysComplete
  • UploadComplaints procedureyour written procedureAssigned to NHNeil Hargreaves, directorFrom Stephin 10 days1 file sent
  • ApprovalHealth and safety policyread and approveAssigned to NHNeil Hargreaves, directorFrom Stephin 12 daysReady to check
Test equipment calibrationfor the whole team · once a year for each tester9 requests9 requests
Test equipment calibrationSanjay Bhatt · test equipment7 of 9 back
  • Test instruments
  • UploadMultifunction testercalibration certificateAssigned to SBSanjay Bhatt, electricianFrom Stephin 3 daysComplete
  • UploadVoltage indicatorleads and proving unitAssigned to SBSanjay Bhatt, electricianFrom Stephin 3 daysComplete
  • UploadRCD testerif you have oneAssigned to SBSanjay Bhatt, electricianFrom Stephin 4 days1 file sent
  • UploadPAT testerif you test appliancesAssigned to SBSanjay Bhatt, electricianFrom Stephin 4 days2 files sent
  • Dates and records
  • TableTest equipment listserial number, next dueAssigned to SBSanjay Bhatt, electricianFrom Stephin 5 daysComplete
  • QuestionLast calibrateddate for each testerAssigned to SBSanjay Bhatt, electricianFrom Stephin 5 daysAwaiting reply
  • Checks between calibrations
  • QuestionDropped or damagedyes or no, then detailsAssigned to SBSanjay Bhatt, electricianFrom Stephin 6 daysReminder sent
  • QuestionChecks before each jobhow you prove your testerAssigned to SBSanjay Bhatt, electricianFrom Stephin 6 daysComplete
  • ApprovalTesting procedureread and approveAssigned to SBSanjay Bhatt, electricianFrom Stephin 7 daysReady to check
Supplier account setupfor wholesalers and suppliers · before the first order8 requests8 requests
Supplier account setupEastbrook Electrical Wholesale · new supplier6 of 8 back
  • Their details
  • FormWholesaler details5 questionsAssigned to RPRhys Pritchard, sales repFrom Stephin 3 daysComplete
  • QuestionTrade counter hoursincluding SaturdaysAssigned to RPRhys Pritchard, sales repFrom Stephin 3 daysComplete
  • UploadPrice listcable and fittingsAssigned to RPRhys Pritchard, sales repFrom Stephin 4 days1 file sent
  • Ordering
  • QuestionDelivery daysand cut-off timeAssigned to RPRhys Pritchard, sales repFrom Stephin 4 daysReady to check
  • QuestionCable drum returnshow credits workAssigned to RPRhys Pritchard, sales repFrom Stephin 5 daysComplete
  • TableWho can ordername and phoneAssigned to RPRhys Pritchard, sales repFrom Stephin 5 daysAwaiting reply
  • Terms
  • QuestionPayment termsfrom invoice or month endAssigned to RPRhys Pritchard, sales repFrom Stephin 6 daysReminder sent
  • ApprovalTrade account termsread and approveAssigned to RPRhys Pritchard, sales repFrom Stephin 7 daysComplete

Written for electricians. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

Fuse box photos before you visit

Customers send a fuse box photo, access notes and anything that must stay powered, all from their own link before you arrive.

Scheme papers and certificates together

Scheme registration, insurance and test equipment certificates arrive in one list, so you can see at a glance what is in and what is late.

Chased until each one is in

Docsroom chases whoever has not replied until each one is in, so send the pack early and give a card, certificate or calibration date time to come back.

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