You do not need project management software or a subscription to keep a panel upgrade documented. The Electrician Panel Upgrade Checklist Kit was built for the tools already in an electrician’s truck and pocket: a free PDF reader, a phone for as-found photos and notes at the panel, a printer for paper copies, and either Excel or Google Sheets for the job log.
What software opens and edits it
The kit arrives as PDFs and one spreadsheet, in five files. The flat printable PDFs — US Letter and A4, plus an ink-friendly black-and-white US Letter version — open in Adobe Acrobat Reader (free), Apple Preview, Apple Files on iPhone and iPad, Files by Google on Android, and most modern web browsers. Print a small stack and carry them on a clipboard if you prefer pen and paper at the panel.
The fillable PDF is the working version for most electricians. Open it in Adobe Acrobat Reader (free) on your phone or tablet and tap-type into 95 fields on site: the existing panel record, the permit tracker, circuit and load notes, and the inspection log. Working on the phone keeps the form, the camera, and the panel in the same place — record the panel as found, then photograph it, before anything is disconnected. Save the completed file with the job photos so the paper trail and the pictures stay together.
The Job Log is an .xlsx file. It works in Microsoft Excel, Google Sheets, Apple Numbers, and LibreOffice Calc. Google Sheets is the easiest free option if you do not own Excel: upload the file to Google Drive and open it as a Sheet. The demo shows 3 jobs logged, 2 with a permit number recorded, and 1 packet delivered, plus an inspection log and a follow-up log. Replace the demo rows with your own jobs.
What devices it works on
- iPhone and iPad — fillable PDF in Files or Acrobat Reader; camera in hand for as-found, progress, and finished panel photos
- Android phones and tablets — fillable PDF in Acrobat Reader; job log in Google Sheets
- Windows and Mac desktop — best for end-of-week filing, assembling the homeowner completion packet, and printing the next stack
- Any home, office, or shop printer — US Letter or A4, color or the included ink-friendly black-and-white version
A practical setup is phone at the panel, desktop at the shop: capture and sign on site, then file the completed kit with the job record later.
What pairs with it
The kit pairs with the photos themselves — the panel as found, the work in progress, and the finished labeled panel — each tied to a record so a picture never floats without context. [Affiliate slot: label maker for final panel schedules] [Affiliate slot: job-site clipboard case for permit paperwork] On the DealShore shelf, it pairs well with the HVAC Diagnostic Sign-off Kit for other system work in the same homes, the Locksmith Forced-Entry Authorization & ID Verification Log for verified entry work, and the Certificate of Final Completion & Work Acceptance for the signed finish.
Honest comparison: this kit vs. doing it manually
You can track a permit in texts and memory, and many electricians have — until a step is missed, an inspector’s correction is remembered differently, and the homeowner has nothing complete to give an insurer. Full job platforms solve this with accounts, monthly fees, and setup you have to maintain. This kit keeps the record as plain files you own, for a one-time price, with the sequence built in: as-found, permit, notes, inspections, walkthrough, packet. It is honest about its limit: it records your own job facts and the other parties’ words as you copy them. It does not interpret any code, permit rule, or inspection standard.
This kit is a general documentation tool you complete from your own job records. It is not legal advice, consult an attorney about your contracts, and your local authority about permits and inspections.
Related: for what the kit is and how it keeps the whole job in one file, see Electrician Panel Upgrade Checklist Kit: Keep the Permit, Inspector, Utility and Homeowner Paper Trails in One File.
Get the kit
READINESS. Get the Electrician Panel Upgrade Checklist Kit for $14.95, or find DealShore on Etsy.
Get free sample pages + new kit alerts — email contact@dealshore.com