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Backup generator checklists

Four checklists cover a generator project: pre-purchase (load list and sizing), hiring (license, permits, written scope), safety (20-foot placement, CO alarms, never backfeed), and maintenance (oil at about 100 hours, filters and plugs at a year or 100 hours, professional service every two years or 200 hours).

Before you buy: list every circuit that must stay live. Add the running watts, add the single largest starting surge, and target a unit that will sit at no more than about 90 percent of capacity. Get quotes for both an essentials system and whole-home so you can see the price of the upgrade.

Before you hire: confirm the license, confirm the contractor pulls both the electrical and gas permits in their name, and get a written scope naming the exact model, the transfer switch, the pad, the covered circuits and who handles the utility meter question. Permits typically run $50–$200 each and should be itemized.

Before you run a portable: outdoors only, at least 20 feet from windows, doors and attached garages. Working CO alarms with battery backup on every level. Heavy-duty cords. Engine cool before refueling. Never into a wall outlet.

On a schedule: oil roughly every 100 hours, air filter and spark plug at about a year or 100 hours, professional service every two years or 200 hours, weekly exercise cycle confirmed, battery load-tested.

How to choose

Do the load list before you talk to anyone
Walking into a sales conversation with a circuit list is the single best defense against being upsold two size classes.
Verify the license on the state board, not a photo
Search the license number yourself and check the name matches the company on your invoice.
Make the permit list part of the contract
Electrical permit, gas permit, inspections scheduled, all in the contractor's name. Two permits at $50–$200 each is the norm.
Buy the CO alarms in the same order as the generator
Ready.gov recommends detectors with battery backup on every level of the home. Don't let this be a follow-up purchase.
Log every service visit
Hour meter reading, date, work done. It's what makes a warranty claim straightforward instead of a fight.
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All backup generators checklists

Backup Generators Pre-Project Checklist

Backup Generators Hiring Checklist

Backup Generators Maintenance Checklist

Backup Generators Safety Checklist

FAQ

Backup Generators checklists — common questions

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The exact generator model, the transfer switch and its amperage, the list of backed-up circuits, the pad, the fuel connection, both permits (typically $50–$200 each) in the contractor's name, inspection scheduling, and the labor warranty.
Outdoors only, at least 20 feet from windows, doors and attached garages; working CO alarms with battery backup on every level; keep it dry; heavy-duty extension cords; cool the engine before refueling; never plug into a wall outlet.
Oil at roughly 100-hour intervals, air filter and spark plug at about a year or 100 hours, professional service every two years or 200 hours, weekly exercise cycle verified, and a battery load test.
"Show me the load calculation you used to pick this size." If there isn't one, the quote is a guess.
Sources

Where these figures come from

You know more than the last homeowner they quoted.

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