1
Caller and property
Confirm the contact and service location
- Caller name and callback number
- Service address and property type
- New or existing customer
- Homeowner, tenant, property manager, or commercial contact
Notes
Free printable template
A safety-conscious electrical call intake checklist
A useful electrical intake records the affected area, what the caller reports seeing, hearing, smelling, or feeling, the property, when the issue began, and how to follow up. It captures observations without diagnosing a fault or giving repair instructions.
Use this worksheet to train office staff or adapt the questions for Clara. Have a qualified reviewer approve your safety and escalation language before anyone uses the checklist with live callers.
The worksheet
Capture the facts in four steps
2
Affected area
Record the scope without directing a test
- Room, circuit area, building, fixture, or equipment affected
- Full outage, partial outage, intermittent issue, installation, or inspection
- When the issue began
- Whether other areas appear unaffected
Notes
3
Reported warning signs
Use the caller's words and approved handling rules
- Sparks, smoke, heat, odor, sound, or visible damage reported
- Whether the condition is happening now
- Any injury or immediate danger reported
- No instruction to open, touch, test, bypass, or reset equipment
Notes
4
Requested next step
Leave technical and safety decisions with the professional
- Repair, installation, estimate, inspection, certificate, or return visit
- Preferred day or time
- Site access and decision-maker
- Callback owner and expected response window
Notes
Guardrails
What the intake should not do
- Do not diagnose an electrical fault
- Do not say equipment or a property is safe
- Do not tell a caller to open, touch, test, bypass, reset, or repair equipment
- Do not replace emergency services or approved local safety handling
Owner handoff
Finish with one useful summary
- Affected area and request type
- Reported warning signs in the caller's words
- Address and verified callback number
- Timing, property, and access context
- Approved escalation followed and any promise made
Methodology and review
A template built around clear boundaries
This checklist follows Clara's governed US trade-intake model: capture caller-reported facts, keep promises inside configured business rules, and leave diagnosis, safety, availability, and technical decisions with the business. Published and reviewed August 22, 2026.
Put the checklist to work
Configure Clara for your electrical business
Add your business details and intake rules, then run a test call before connecting customer calls.
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