Pricing visit checklist for electricians: what to record on site
A good pricing visit captures everything you need to write an accurate estimate and a solid job record. Here's a practical checklist of what to record while you're on site.
slug: pricing-visit-checklist-electrician title: "Pricing visit checklist for electricians: what to record on site" description: A good pricing visit captures everything you need to write an accurate estimate and a solid job record. Here's a practical checklist of what to record while you're on site. date: 2026-05-07 tags:
- Admin readingTime: 4 min read author: CircuitCapture
The pricing visit is where you win or lose the job — and where the information you need to quote accurately either gets captured or gets lost. Most experienced electricians have a mental checklist they work through on site. Writing it down, even informally, makes the write-up faster and the estimate more accurate.
Here's a practical checklist of what to record during a domestic electrician pricing visit.
Property details
- Full address of the property
- Property type — detached, semi, terrace, flat, new build
- Approximate age of the property and any known history of electrical work
- Number of floors and approximate size — relevant for rewires and full first fixes
- Access notes — loft access, floor type, any areas with restricted cable routes
Existing installation
- Consumer unit location, type, and age — fuseboard or RCD-protected board, number of ways, manufacturer if visible
- Earthing arrangement — TN-S, TN-C-S (PME), TT — check at the intake position
- Main fuse / PSCC — note the supply fuse rating and test the prospective short circuit current if you have the equipment on site
- Any visible defects — damaged cables, non-standard wiring colours, signs of DIY work, deteriorated insulation
- Existing circuit schedule if there's a legend on the board — speeds up the design stage significantly
Scope of works
- Exactly what the customer has asked for, in their words
- What you've assessed as the correct scope — which may differ from what the customer described
- Any related works identified on site that the customer hasn't mentioned but should be made aware of
- Any works that are outside your scope — builder's work, plastering, decoration
Materials and access notes
- Any specific materials requirements or preferences noted by the customer
- Cable routes and access — whether floors need lifting, whether the loft is accessible, any areas where concealment will be difficult
- Any third-party dependencies — BT lines, gas, structural elements that affect the job
Pricing notes
- Your working estimate from the visit — labour hours, materials cost, any specialist requirements
- Any factors that make this job higher or lower risk than a typical job of its type
- Payment terms the customer mentioned
Customer details
- Customer name and contact number
- Whether the customer is the owner or a tenant — affects who can instruct the work and who signs off
- Any timing requirements or constraints the customer mentioned
After the visit
The checklist above is only useful if you capture it before the details fade. Most experienced sparks find that within a few hours of a busy day, the specific details of earlier visits start to blur — particularly the measurements, the board details, and the customer's specific requirements.
Recording a voice note immediately after leaving the property — walking through the checklist while you're still in the van — is the most reliable way to capture everything accurately. It takes two to three minutes and produces a complete record of the visit.
CircuitCapture turns that voice note into a structured job brief and estimate in under a minute, delivered back to you in WhatsApp. Your scheme number is on every document, and the job record is stored automatically.
Summary
A thorough pricing visit checklist covers property details, the existing installation, the agreed scope of works, materials and access notes, and customer details. Capturing this information on site — or immediately after the visit — is what makes the difference between an estimate written from good information and one written from a fading memory.
For guidance on turning your site notes into a complete job brief, see How to write an electrical job brief.