Contract Creation & Execution for Electrical
The Contract Creation & Execution process provides electrical contractors with a structured method for preparing and finalizing agreements. It includes documenting service details, material requirements, costs, and schedules to ensure accuracy and compliance. By standardizing this workflow, electrical companies reduce disputes, improve efficiency, and present a professional image to clients. The process also helps sales teams stay accountable by creating consistency across all contracts. Clients benefit from transparent, well-organized agreements that build trust and reduce uncertainty. With this system in place, electrical contractors can improve conversion rates, protect profitability, and strengthen client relationships for long-term success.
Review approved proposal details
Choose appropriate contract template (lump sum, T&M, etc.)
Fill in project-specific information (scope, price, schedule, terms)
Include payment schedule and any milestone requirements
Add necessary legal language (warranties, change order terms, etc.)
Attach supporting documents (insurance, licenses, drawings, etc.)
Internally review contract for accuracy and completeness
Send draft to client for review
Answer any client questions or requested changes
Make revisions if needed and resend for approval
Send final contract for signature (electronic or in-person)
Confirm contract is signed by both parties
Save and file fully executed contract in project records
Notify internal team that contract is complete and project can begin
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