SOP Templates > Electrical > Bidding & Estimating > Pre-Bid Site Visit Process

Pre-Bid Site Visit Process for Electrical

The Pre-Bid Site Visit Process workflow provides electrical contractors with a reliable method for reviewing conditions before preparing bids. It includes inspecting service points, evaluating conduit paths, confirming panel space, and identifying safety requirements. Managers document findings, capture photos, and reconcile with project drawings. By standardizing this process, electrical companies reduce errors, protect profitability, and improve efficiency. Clients benefit from transparent, accurate proposals tied to actual conditions. Teams gain accountability through documented assessments. With this workflow in place, electrical contractors can strengthen professionalism, improve efficiency, and deliver projects more reliably with estimates based on site realities.

Schedule panel or conduit access inspection

Include panel layouts, breaker maps

Verify lockout and live panel clearance

Inspect panel, conduit, and meter locations

Snap panel board, conduit bends, grounding

Flag energized panels or conduit congestion

Confirm conduit path and mounting heights

Identify panel or outlet count mismatches

Confirm electrical rough-in window

Ask about service, panel, and final

Document missing conduit or fixtures

Share panel box images, conduit paths

Modify panel layout and conduit runs

Update electrical spec tracker

Schedule panel or conduit access inspection

Include panel layouts, breaker maps

Verify lockout and live panel clearance

Inspect panel, conduit, and meter locations

Snap panel board, conduit bends, grounding

Flag energized panels or conduit congestion

Confirm conduit path and mounting heights

Identify panel or outlet count mismatches

Confirm electrical rough-in window

Ask about service, panel, and final

Document missing conduit or fixtures

Share panel box images, conduit paths

Modify panel layout and conduit runs

Update electrical spec tracker