Electrical Contractor Intake Forms & Client Questionnaires

Electrical work is one of the few trades where a missed detail on intake can literally kill someone. You need to know the panel amperage before you quote a service upgrade. You need to know whether the house has aluminum branch wiring before you start pulling outlets apart. You need to know if there is knob-and-tube hiding behind the plaster before you commit to a timeline. A phone call does not capture this reliably — the homeowner says "it's a 200-amp panel" and you show up to find a Federal Pacific with a 100-amp main breaker and no available spaces.

The Electrical Services intake form is built for the way electrical contractors actually work. The service type section covers panel upgrades, outlet and switch installation, whole-house rewiring, EV charger installation, whole-house surge protection, generator hookup, landscape and outdoor lighting, ceiling fan installation, knob-and-tube replacement, and code violation correction. Each service type has different material and labor requirements, and your estimator needs to know which one before they leave the office.

What Makes Electrical Intake Different

The age of the home changes everything. A house built before 1960 may have knob-and-tube wiring that cannot be spliced into or extended — it has to be replaced entirely if you are adding circuits. Homes built between 1965 and 1973 are the aluminum wiring window, and that means every device connection needs an approved CO/ALR or AlumiConn connector. Your intake form captures home age, existing wiring type (copper, aluminum, or knob-and-tube), panel manufacturer and amperage (100A, 200A, or 400A), number of available breaker spaces, and GFCI/AFCI protection status. That is the information your electricians need before they can give an honest quote.

Permit requirements vary wildly by municipality, and customers rarely know what their jurisdiction requires. The intake form documents whether permits are needed, whether the customer has an existing open permit, and whether a final inspection is required. For commercial work, the form also captures the type of occupancy, three-phase vs. single-phase service, and whether the building has a fire alarm system that ties into the electrical panel. The difference between a residential service call and a commercial tenant improvement is significant enough that your office staff needs to flag it at first contact, not when the truck is already on site.

The companion client questionnaire is what you send to the customer before the appointment. It asks them to describe the issue in plain language, confirm the home's age if known, note whether they have had previous electrical work done, and disclose any known hazards like a panel that trips frequently or outlets that spark. It also captures their preferred scheduling window and whether anyone will be home during the service. The questionnaire gets signed by the customer, while the intake form stays internal for your office and field team.

Related Trade Forms

Electrical contractors often work alongside other trades on the same job. Our HVAC Services and Plumbing forms capture the mechanical side of the same projects. The Solar Panel Installation form handles PV system intake, which increasingly involves panel upgrades and new dedicated circuits. For backup power work, see the Generator Service form. And for larger renovation projects where electrical is one component, the Home Remodeling form ties everything together.

Pricing

Each form is $12.99 for the complete set (intake + questionnaire), $9.99 for intake only, or $6.99 for questionnaire only. All PDFs are fillable in Adobe Reader and password-protected against editing.

Trade Services Bundle

All 52 trade & home service intake forms + questionnaires

$349

View Bundle

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