Sample Electric & Generator · company orientation

Your first week at Sample Electric & Generator

For new electrician's helpers. Go through it with your lead electrician; the shop's own procedures and your lead electrician come first.

Sample company

Your company

How Sample Electric & Generator works, in Tony's words.

Welcome aboard. Your first months you're with Dwayne on every job. Nobody expects you to know how we do things yet, so ask. Calling Dwayne or me is never the wrong move.

Tony, owner

Tony's rules

  1. Shoe covers on before you walk into any house. Every house, every time.
  2. Photos of every panel, door open, before and after, and the panel label.
  3. Never quote a price. Panels, generators and EV chargers get an estimate from me; service calls price off the book in Housecall Pro.
  4. You don't open a panel cover. Ever. That's Dwayne's or mine.
  5. No smoking or vaping on a customer's property.
  6. Pick up every scrap of wire and every knockout slug before you leave.

What we expect on every job

  • Text the customer from Housecall Pro when you're on the way, with a time you can keep.
  • Explain what you found in plain words, and show the photo.
  • Leave the work area cleaner than you found it.
  • Notes and photos go in the job before you leave the driveway.
  • Ask for the review before you pull away. Same ask, every customer.
  • You work on your own only when Dwayne and Tony say so, task by task.

What to wear

  • Company shirt, clean every morning. Kim orders more when you need them.
  • Work pants, no shorts on a job.
  • The boots Dwayne okays on your first day.
  • No rings, watches or chains on the job.
  • Shoe covers in your pocket before you knock.

Your schedule

  • Monday to Friday. Meet at the shop at 7:00; first call by 8:00.
  • Storm weeks run long and include weekends. Tony tells you as soon as a storm is named.
  • Generator service season is busiest in May and June.
  • Time off: ask Kim a week ahead, by text so it's written down.

Who to call

  • Kim · Office managera schedule change, a parts order, or a customer's bill(504) 555-0160 · 7:30 to 1, Monday to Friday
  • Dwayne · Lead electriciana technical question on a job, or anything on the stop-and-call list(504) 555-0161 · any time you're on a job
  • Tony · Owneran injury, damage at a customer's house, or a customer who's upset(504) 555-0162 · any time

How a call gets booked

  1. A customer calls or texts. Kim answers 7:30 to 1; after that it rings Tony's cell.
  2. Kim books it in Housecall Pro with the address, the problem and the best phone number.
  3. Panels, generators and EV chargers get a free estimate visit with Tony first.
  4. It shows in your Housecall Pro schedule, or Kim texts you a same-day add.
  5. Read the notes before you drive, then send the on-my-way text.
  6. Photos and notes go in the job before you leave.
  7. The customer pays by card on the tablet, and you ask for the review.

The truck checklist

Every morning before the first job. Ticks stay on this phone until you clear them.

Check yourself

Tap an answer to see the shop's answer. Nothing is saved or sent, and nobody sees what you picked. Talk any surprise through with your lead electrician.

When and where do we meet in the morning?
A customer asks what a new panel costs. What do you say?
Which photos does every panel job need?
Who do you call about a schedule change, a parts order, or a customer's bill?
Who do you call about a technical question on a job, or anything on the stop-and-call list?
In this shop, what happens right after this step: “A customer calls or texts. Kim answers 7:30 to 1; after that it rings Tony's cell.”

Meet the system: the service, the panel and one circuit

Draft: waiting on a licensed electrician to check it for this shop

Tap a part to see what it does, what fails and what you look at. Look, don't touch. Electrical safety training comes from your shop and licensed electricians, not from this page. The panel is drawn with its cover off only so you can see in; on a job the cover stays on.

Service drop (or underground lateral)

What it does
The utility's wires from the pole to the house. Some houses are fed underground instead, by a lateral that comes up into the meter base from below.
What fails
A drop sagging low, rubbing a tree or a roof edge, torn down or pulled loose by a storm or a falling limb.
What you look at
Look from the ground only. A low, damaged or down line: stay well away, keep everyone back, and tell the office. Shop rule: Kim or Tony calls the utility. You never call them yourself. The drop belongs to the utility; nobody on the crew touches it.

Check yourself

Tap an answer to see the shop's answer. Nothing is saved or sent, and nobody sees what you picked. Talk any surprise through with your lead electrician.

Which part does this: “The metal box where the power is split into branch circuits”?
Which part does this: “The big breaker that shuts off power to everything after it”?
Which part does this: “The meter counts the power the house uses”?
Who owns the meter, its seal and the inside of the meter base?
Outlets in the bathroom are dead, and nothing in the panel has tripped. What could it be, somewhere else in the house?

Safety stops

Draft: waiting on a licensed electrician to check it for this shop

In this order, every time. The drawing shows each stop; tap a step to see it.

  1. Treat every wire, terminal, box and panel as live until the person qualified to test it has tested it, per [the shop's rule: who tests for voltage, and how] · not filled in yet. A switch that's off, a breaker that's off or a light that's dark proves nothing on its own.

This shop's lockout rule

[Your shop's lockout and tagout rule, written with a licensed electrician: who carries locks and tags, who applies them, what the tag says, who proves the circuit dead and how, and who may remove a lock.] · not filled in yet

Check yourself

Tap an answer to see the shop's answer. Nothing is saved or sent, and nobody sees what you picked. Talk any surprise through with your lead electrician.

You're sent to look at a panel. Which stop comes first?
The breaker for a circuit is off and the light on it is dark. Is it safe to touch?
The customer asks you to take the panel cover off so they can see inside. What do you do?
There's water on the floor in front of the panel. What do you do?

No power to part of the house: what to look at before you call

Draft: waiting on a licensed electrician to check it for this shop

Most calls that feel stuck end at one of these. Go in order, and stop at anything on the stop-and-call list.

  1. Ask: which rooms, outlets or lights are out, and did anything happen when they went out (a storm, an appliance plugged in, a pop or a smell)? A smell, smoke or a scorch mark: stop here, that's on the stop-and-call list. If the whole house is out, go to the last check.

Stop and call: don't fix these yourself

  • A burning smell, smoke, or a scorched, melted or discolored receptacle, switch, cover or breaker
  • Heat coming off the panel, a breaker or a receptacle
  • Buzzing, crackling or sizzling at the panel, a box or an outlet
  • Water in or near the panel, a box or an outlet
  • Aluminum branch wiring noted (silver-colored wire on outlets and switches)
  • Anything at the meter, the meter base, the drop or the weatherhead
  • A breaker or GFCI that trips again after a reset, or anyone who got a shock or a tingle
  • Anything outside your training

How to reach the office

Have the address, what you checked and your photos ready.

  • Kim · Office managera schedule change, a parts order, or a customer's bill(504) 555-0160 · 7:30 to 1, Monday to Friday
  • Dwayne · Lead electriciana technical question on a job, or anything on the stop-and-call list(504) 555-0161 · any time you're on a job
  • Tony · Owneran injury, damage at a customer's house, or a customer who's upset(504) 555-0162 · any time

Check yourself

Tap an answer to see the shop's answer. Nothing is saved or sent, and nobody sees what you picked. Talk any surprise through with your lead electrician.

On a no-power call, what do you do first?
Which of these is a stop-and-call, not a fix-it-yourself?
Through the panel door you see one breaker handle sitting in the middle, out of line with the rest. What do you do?
The whole house is dark and so are the neighbors. Where does that go?

Sign-off

The owner or lead electrician ticks each section after going through it with the new electrician's helper: watched, understood, signed off by a name on a date. It stays on this device; print it for the file.

Your company
Meet the system

Draft section: don't sign it off for training use until a licensed electrician has checked it for this shop.

Safety stops

Draft section: don't sign it off for training use until a licensed electrician has checked it for this shop.

Before you call the office

Draft section: don't sign it off for training use until a licensed electrician has checked it for this shop.

Nobody is scored or ranked. The sign-off is a person's judgment after a conversation, not a test result.