ContractorsDocument and spreadsheet log
Electrical submittal checklist
A free checklist for electrical contractors — and distributors who prepare submittals — to make sure every package is complete, clearly marked and ready for review the first time.
What's inside
- A package checklist covering the cover sheet, table of contents, product data, shop drawings, compliance and deviations, supporting documents and a final check before sending
- A cover sheet layout with every field a reviewer expects: project, specification section, submittal and revision numbers, contacts and dates
- A deviations list for recording substitutions and the reason for each
- A submittal log for tracking every package by specification section — sent, returned, resubmitted and approved — with long-lead items flagged
Available as an editable Word document and a spreadsheet log. Works in Microsoft Word, Excel and Google Workspace.
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Preview
Package checklist — product data (excerpt)
- A current manufacturer datasheet for every product
- The exact catalog number highlighted on each sheet
- Selected options clearly indicated — voltage, ratings, finish, mounting
- Options that don’t apply crossed out
Submittal log (excerpt)
| Spec section | Submittal # | Description | Long-lead? | Sent | Returned | Status |
|---|---|---|---|---|---|---|
| [SECTION] | [#] | Switchboards | Yes | [DATE] | [DATE] | [STATUS] |
| [SECTION] | [#] | Wiring devices | No | [DATE] | — | Under review |
How to use it
What should an electrical submittal package include?
Read the guide →Want this done for you?
CatalogIQ pulls datasheets from manufacturer websites and assembles submittal packages for your projects, and Project Tracker follows each one from sent to approved.