Site Arrival & Customer Walkthrough: the full procedure
Arrive professionally, confirm the scope with the customer, and document the starting condition before any work begins.
- Applies to: Electrician or apprentice arriving at a service or project site.
- Frequency: Start of every on-site visit.
- Scope: Covers professional arrival, scope confirmation, and pre-work documentation. Any assessment of electrical condition or safety hazard is performed by a qualified person per the safety plan, not this checklist.
What you need
- Job app/work order
- Camera/phone for photos
- Business card or ID badge
- Shoe covers/drop protection
- Intake notes
The procedure, step by step
- Arrive within the window and notify — Send an on-the-way notification. If you will be late, call the customer before the window ends.
- Present yourself — Identify yourself by name and company, show ID/badge, and confirm you're at the right job.
- Confirm the reported problem — Restate what the office logged and ask the customer to show you the affected area or device.
- Protect the entry — Use shoe covers or drop cloths as the customer's home/business warrants before walking through.
- Photograph starting condition — Take dated photos of the work area and any pre-existing damage before touching anything.
- Set expectations — Explain that you'll assess first, then provide pricing before performing the repair.
- Confirm access and constraints — Ask about pets, parking, panel location, and any areas off-limits.
Quality check before you finish
- On-the-way notification sent
- Identified self with company and ID
- Reported problem confirmed with customer
- Entry/floor protection used as appropriate
- Dated before-photos captured
- Customer told assessment precedes pricing
This is a free, source-anchored standard operating procedure (SOP) you can print and hand to staff. It documents the work sequence for a Electrical business — not safety or regulatory rulings, which defer to the cited authorities, the applicable code, and your own health-and-safety plan. Open the tool above to print it, toggle ink-saver, or (with a free ToolFluency Business account) edit it to match your own workflow.
Sources
- NECA (National Electrical Contractors Association) (necanet.org)
- ESFI (Electrical Safety Foundation International) (esfi.org)
- SBA (U.S. Small Business Administration) (sba.gov)
About Free Electrician Site Arrival SOP (Walkthrough)
Free printable site arrival SOP for electricians. Professional arrival, scope confirmation, and before-photos before work. No signup.
How to use
- Read the full procedure top to bottom before the work — the SOP runs in order and each step builds on the last.
- Toggle Ink-saver (black & white) for a cheaper mono print for the binder; leave it off for the full-color version.
- Click Print SOP to print or save as PDF. Print one per crew, laminate it for the binder, or attach it to the job in your scheduling system.
- Train new hires on it and have staff sign off. Found something out of date? Use the feedback link — flagged SOPs are re-researched against the source list.
Frequently asked questions
Why take photos before starting work?
Dated before-photos document the starting condition, protect you against pre-existing-damage disputes, and create a record for the estimate and invoice. They are a business and liability practice, not a code requirement.
Can the electrician start the repair immediately on arrival?
The workflow is assess first, price second, then perform the work once approved. Any decision about whether a circuit is safe to work on is made by a qualified person following the safety plan and applicable code, not rushed at the door.
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