Standby Generator Install & Transfer Switch Test
Record standby generator installs with transfer switch testing, voltage and frequency readings, photos, and customer sign-off — mobile and offline. 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
Standby Generator Install & Transfer Switch Test, 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 & equipment
- CustomerRequiredcustomer lookup
- Arrival locationGPS stamp
- Generator make/modelRequiredtext
- Generator rating (kW)Requirednumber
- Generator serial numberRequiredtext
- Fuel typeRequireddropdown
- Transfer switch make/modelRequiredtext
- Transfer switch rating (A)Requireddropdown
- Coverage typeRequireddropdown
Placement & connections
- Pad level and clearances per manufacturer/codeRequiredtoggle
- Gas supply pressure (in. w.c.)number
- Gas connections leak-testedRequiredtoggle
- Power and control wiring complete and securedRequiredtoggle
- Neutral switching/bonding verified for ATS typeRequiredtoggle
- Battery installed — date codetext
- Placement photo (clearances visible)Requiredphoto
Simulated outage test
- Transfer time on utility loss (seconds)Requirednumber
- Generator voltage L1–L2 under load (V)Requirednumber
- Frequency under load (Hz)Requirednumber
- Load test resultRequireddropdown
- Retransfer to utility and cooldown cycle verifiedRequiredtoggle
- Weekly exercise schedule programmedRequiredtoggle
- Test notesConditionaltextarea
Close-out
- Owner shown manual transfer, shutdown, and maintenance scheduleRequiredtoggle
- Warranty registered with manufacturertoggle
- Materials usedparts picker
- Electrician signatureRequiredsignature
- Customer signatureRequiredsignature
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.