Panel Upgrade / Service Change Completion
Document residential panel upgrades and service changes with torque checks, grounding details, photos, and customer signature — works offline with PDF export. Free to start.
Use this template with your own crew
Start a free trial, open it in the builder, and send it to a technician today. No card required.
Start free trial →30 days free · no card · cancel yourself any time. No seat minimum.
Would rather ask a person first? Email us — a human answers.
What happens when it's submitted
- Email the report to the customerEmails a branded PDF
- Flag for office reviewFlags for review · Notifies the office
Panel Upgrade / Service Change Completion, on a phone and as a PDF
Both panels are drawn from this template's actual fields, so they change when the form does. Sample values shown; branding and layout are yours to change in the PDF designer.
What's on the form
All of this is customizable to your process. Delete the fields you don't need, add the ones you do — and every lookup is powered by your customer list and your own data.
Job & existing service
- CustomerRequiredcustomer lookup
- Service addressaccount field
- Arrival locationGPS stamp
- Permit numberRequiredtext
- Existing service size (A)Requireddropdown
- Existing panel make/modeltext
- Before photo — existing panelRequiredphoto
New equipment installed
- New service size (A)Requireddropdown
- New panel make/modelRequiredtext
- Main breaker rating (A)Requirednumber
- Meter socket replacedtoggle
- Mast/riser or SE cable replacedtoggle
- Whole-home surge protective device installedtoggle
- AFCI/GFCI protection added per adopted codecheckbox
- Materials usedparts picker
Terminations & grounding
- All lugs torqued to manufacturer specRequiredtoggle
- Main lug torque (in-lb)number
- Grounding electrode systemRequiredcheckbox
- Grounding electrode conductor sizedropdown
- Water and gas bonding jumpers verifiedRequiredtoggle
- Circuit directory completed and legibleRequiredtoggle
- After photo — panel dead-front on, directory visibleRequiredphoto
Close-out
- Utility reconnect statusRequireddropdown
- Inspection statusRequireddropdown
- Corrections requiredConditionaltextarea
- Customer walkthrough completed (breaker locations, GFCI test buttons)Requiredtoggle
- Electrician signatureRequiredsignature
- Customer signaturesignature
Use this template with your own crew
Start a free trial, open it in the builder, and send it to a technician today. No card required.
Start free trial →30 days free · no card · cancel yourself any time. No seat minimum.
Would rather ask a person first? Email us — a human answers.