Panel upgrades, EV chargers and service calls, signed

What electricians get signed

• Service call authorizationThe diagnosis, the repair and the price, signed before you open a box. Add a line for what happens if the fault turns out to be the utility's side.
• Panel upgrade or service changeNew panel size, breakers, grounding and bonding, the meter base, and a line saying the power company sets the disconnect and reconnect dates.
• EV charger installationCharger location, circuit size, who supplies the unit, the run from the panel and what happens if the panel can't carry the load.
• Standby generatorGenerator size, transfer switch, pad and fuel hookup, with the parts done by a gas fitter or other trade written out so nobody assumes.
• Change ordersKnob-and-tube, aluminum branch wiring or ungrounded outlets found once the wall is open. See how to write a change order.
• Completion sign-offThe customer's sign-off after the final inspection passes, with the panel schedule attached as a second document in the same envelope.

A panel upgrade, start to finish

1. 1

   Quote at the walk-through

   Fill your upgrade template on the phone: amperage, breaker count, the grounding work and your price. A calculated field adds the surge protector or the extra circuits the customer ticks.

2. 2

   Sign before you leave

   Send it and choose Sign in person. The homeowner initials the outage-day paragraph and signs. A spouse who isn't home signs the same envelope from a link at work.

3. 3

   Handle the surprise

   When the old feeder or the meter base won't pass, send a change order from your template with the reason, the added cost and a calculated new total. Get it signed before the work goes on.

4. 4

   Close it out

   After the inspection passes, the completion sign-off goes out. Every party gets the sealed PDF with its certificate of completion: who signed, when and from which IP address.

Commercial work and general contractors

On commercial jobs you're usually the sub. Send your proposal by link with the GC's project manager first in the signing order and yourself last to countersign. Upload the GC's own subcontract when they hand you paper, add fields and send it back signed. Lien waivers go out with each pay request on whatever form your state or the GC requires. Read what a lien waiver is if you're new to them.

For tenant improvement work in occupied buildings, a signer group lets any one of the property's managers approve after-hours shutdowns, and a CC keeps the building engineer copied on every signed copy.

Set it up once for the whole shop

Turn the quote, change order and sign-off into templates your electricians share. Start from the electrical contract in the template library if you don't have one: Use this template opens it in SignMaster ready for your details. Roles decide who can edit templates and who can only send them, so an apprentice can't change your terms.

What it costs an electrical contractor

Crew is $49 a month for 5 people, which covers a few trucks and the office, and adds your logo on emails and signing pages. Each extra person is $8 a month, and Company covers 15 people for $99 a month. A solo electrician pays $15 a month on Solo with unlimited envelopes. New workspaces get 14 days of Crew free. See every plan.

Where SignMaster stops

• It doesn't do load calculations, estimating or material takeoffs.
• It doesn't collect deposits or progress payments.
• It sends signing requests by email. Copy the link if a customer would rather get it by text.
• It gives no code or legal advice. Your lawyer and your inspector have the final word on wording.