Free electrical proposal template

An electrical proposal with three levels for the same upgrade: the panel alone, the panel with surge protection and an EV circuit, or the full package with a generator inlet. Each option totals on its own.

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3 optionsFilled in for electrical
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Your business
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Optional. Add it if your trade is licensed where you work.
Prepared for
Proposal details
Option 1
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Option 2
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Option 3
DescriptionQtyUnitPrice
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%
Leave at 0 if your work is not taxed where you are.
$
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Some states cap deposits on home improvement work. Check yours.
Proposal with
3 options
Proposal, Electrical upgrade options
No prices yetOption 1, 3 lines to price
No prices yetOption 2, 5 lines to price
No prices yetOption 3, 6 lines to price
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Your business name

Proposal

Number
P-1001
Prepared forCustomer name
JobElectrical upgrade options
Option 1: Good: panel and service upgrade
The new service and panel, with circuits transferred.
DescriptionQtyUnitPriceAmount
Service upgrade, meter base and mast1each
Panel replacement1each
Permit and inspection1each
Option 1 totalTo be priced
Option 2: Better: add surge and EV circuit
Protects electronics and readies the garage for a charger.
DescriptionQtyUnitPriceAmount
Service upgrade, meter base and mast1each
Panel replacement1each
Whole-house surge protector1each
EV charger circuit1each
Permit and inspection1each
Option 2 totalTo be priced
Option 3: Best: add generator inlet
Adds an inlet and interlock so a portable generator can run chosen circuits safely.
DescriptionQtyUnitPriceAmount
Service upgrade, meter base and mast1each
Panel replacement1each
Whole-house surge protector1each
EV charger circuit1each
Generator inlet and interlock kit1each
Permit and inspection1each
Option 3 totalTo be priced
Notes
Add-ons done with the panel change avoid a second power outage and permit.
Terms
Choose one option and sign. Deposit for equipment; balance due after inspection.
Option chosen
Accepted by (customer signature)
Date

What an electrical proposal is for

Panel and service upgrades invite add-ons that make sense to do while the power is off and the permit is open: surge protection, an EV circuit, a generator inlet, new grounding. Showing them as options lets the customer decide what to do now, and makes clear why doing them together saves a second visit and a second permit.

What to put on an electrical proposal

  • The core work, the same in each option.
  • What each option adds and why now is the time.
  • Permit and inspection in every option.
  • Power-off time if it changes between options.
  • One deposit rule and a choice line.

A worked example

The same house with the full panel. Every option includes the service upgrade and permit; options two and three add the extras that are easiest to do while the panel is open.

Option 1: Good: panel and service upgrade. The new service and panel, with circuits transferred.

LineQtyUnitPrice
Service upgrade, meter base and mast1eachYour price
Panel replacement1eachYour price
Permit and inspection1eachYour price

Option 2: Better: add surge and EV circuit. Protects electronics and readies the garage for a charger.

LineQtyUnitPrice
Service upgrade, meter base and mast1eachYour price
Panel replacement1eachYour price
Whole-house surge protector1eachYour price
EV charger circuit1eachYour price
Permit and inspection1eachYour price

Option 3: Best: add generator inlet. Adds an inlet and interlock so a portable generator can run chosen circuits safely.

LineQtyUnitPrice
Service upgrade, meter base and mast1eachYour price
Panel replacement1eachYour price
Whole-house surge protector1eachYour price
EV charger circuit1eachYour price
Generator inlet and interlock kit1eachYour price
Permit and inspection1eachYour price

Keep the permit line in every option so each total is complete. If the customer chooses option one now, the others make a useful follow-up list.

Line items electricians use

Line itemUnitHow to write it
Service calleachThe trip and the first part of troubleshooting.
Panel replacement, with breakerseachAmperage, brand and number of spaces.
Service upgrade, meter base and masteachSay who coordinates the disconnect and reconnect with the utility.
New circuit, home run to paneleachWire size, breaker size and what it feeds.
Receptacle, add or replaceeachNote GFCI or AFCI protection where code calls for it.
Light fixture install, customer suppliedeachSay who supplied the fixture and whether a new box is needed.
Recessed lighteachCount the cans and say whether the ceiling is open or finished.
Ceiling fan with fan-rated boxeachInclude the brace if the existing box is not fan rated.
EV charger circuiteachAmperage, run length and whether the panel has room.
Whole-house surge protectoreachInstalled at the panel.
Smoke and CO detectors, hardwiredeachInterconnected where required.
Wire runftFor long runs priced by the foot, with the wire size.
Permit and inspectioneachElectrical permits are required for most new circuits; check local rules.
Electrical laborhourTroubleshooting and work that cannot be priced flat.

Terms and deposit language for electrical

  • Deposit. Small service calls are paid on completion. Panel changes, service upgrades and remodel wiring take a deposit at signing for equipment and the schedule. Check your state's rules on deposits.
  • Payment. Balance due when the work passes inspection or, for work that needs no permit, when it is done and tested.
  • Warranty. State your workmanship warranty and that devices and fixtures carry the maker's warranty. Customer-supplied fixtures are covered for installation only.
  • Work is done to the electrical code adopted where the job is, and the inspector has the final word.
  • If opening a wall or panel shows unsafe existing wiring, it is reported to the customer and quoted before any repair.
  • Utility scheduling for a disconnect is outside your control; say how a delay is handled.

How to fill it in

  1. Fill in the customer and the job.
  2. Check each option's name, its one-line difference and its lines.
  3. Add your prices; each option totals on its own.
  4. Set tax, the deposit and the good-until date.
  5. Print it, download it, or send it from Koira so the customer can pick and sign on the phone.

Free tools for electrical

The same proposal for other trades: appliance repair, auto detailing, carpet cleaning, chimney, house cleaning, commercial cleaning, concrete, drywall, fence, flooring, garage door, general contractor, gutter, handyman, hvac, irrigation, junk removal, landscaping, lawn care, locksmith, moving, painting, pest control, plumbing, pool service, pressure washing, remodeling, roofing, septic, snow removal, solar, tree service, waterproofing, window cleaning.

More for electricians: how electricians run on Koira.

FAQ

What add-ons make sense with a panel upgrade?

Surge protection at the panel, an EV charger circuit, a generator inlet with an interlock, and grounding or bonding corrections. Doing them while the panel is open avoids a second outage and permit.

Should an electrician offer options on every job?

No. Single repairs need one price. Options help on upgrades, remodels and lighting jobs where the customer can choose how far to go.

How do I price an EV charger circuit as an option?

Price the breaker, the wire run by distance, the receptacle or hardwire connection and the permit. Our free EV charger installation cost calculator shows the parts that move the price.

Can the customer accept an electrical proposal online?

With Customize and send from Koira, the customer gets a link to choose an option, sign and pay the deposit.

We know what works. Leave it to Koira.

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Today $9,300$8,100 / $1,200
This week $25,050$18,570 / $6,480
This month $69,300$46,150 / $23,150
Money, just now
Reminded Sean Love, $1,850. Polite reminder with the pay link.
Bids, 9:44 am
Nudged Dana on the kitchen bid. Day 3 follow up. She opened it at 9:12.
Convos, 9:41 am
Texted back a missed call. Walk through booked Thu 10:00.
Free Electrical Proposal Template (PDF and Word) | Koira