Help center

Frequently asked questions.

The things people ask most — who it's for, OSHA recordkeeping, signatures, offline work, Spanish crews, billing, and getting your data in and out. Can't find it? Email support.

The product & compliance

What it is, who it's for.

Who is Tailgate for?

Contractors, subcontractors, and field-service companies that have to document safety activity — for OSHA, for their insurer, or because the general contractor requires it. It's built for phone-first crews: big buttons, voice everywhere, English and Spanish. If your crew can take a photo, they can file the record.

What can I document with it?

Four record types: toolbox talks with sign-in sheets, incident and near-miss reports shaped after OSHA Form 301, safety audits with scored checklists and corrective actions, and job hazard analyses. Every record type is included with every plan — no add-ons, nothing extra to subscribe to.

Does Tailgate make me OSHA-compliant?

No software can promise that, and we won't. Tailgate is a documentation tool: it helps you create, organize, and keep dated records of your safety activity — the kind of records OSHA visits, insurance carriers, and GCs ask to see. Incident reports capture the information OSHA's Form 301 asks for, and toolbox talk topics carry their CFR references. But your compliance obligations (including maintaining any required logs and postings) remain yours — Tailgate supports the paperwork, it isn't legal advice or a guarantee.

How do worker signatures work?

Today, finalizing a toolbox talk produces a branded sign-in sheet PDF with the attendee roster and a signature line for each worker — print it or pass the paper around, and the signed sheet is your record. On-device finger-drawn signatures are on the roadmap; until then, the printed sheet is the signature flow.

My crew speaks Spanish — does that work?

Yes. The whole app runs in English and Spanish, and voice dictation and Voice-to-Form understand both. A foreman can run and document the talk in Spanish while the office works in English — same workspace, same records.

What does a near-miss look like in the app?

Exactly like an incident report, minus the injury. Near-misses use the same dictated narrative flow, so the events that almost cost you something get documented with the same care as the ones that did — and they show up in your site history and trends.

Getting started & billing

Plans, trials, and money.

How do I get started?

Sign up, pick a plan, and tell us your subdomain. Tailgate provisions most workspaces within one business day and emails your login. Your 7-day free trial doesn't start ticking until you're in.

How is pricing structured?

One flat, all-in price per plan — Starter is $49/month, Pro is $99/month, Business is $199/month (annual billing saves two months). Every plan includes every record type: Toolbox Talks, Incident Reports, Safety Audits, and JHAs. No add-ons, no per-record-type charges.

How does the 7-day trial work?

Every new workspace starts with a free 7-day trial of your chosen plan — every record type included. Cancel before day 7 and you're never charged. If you don't cancel, the trial converts to a paid subscription at your plan's flat rate. We email you before it converts so there are no surprises.

What counts as a "record"?

A record is one document — a toolbox talk, an incident report, a safety audit, or a JHA, with its photos and details. Records roll over the first of each month; partial-month signups get a prorated count. Only Starter has a monthly cap; Pro and Business are unlimited.

How does AI enhancement work?

On Pro and Business plans, Tailgate turns rough field wording into a clean, professional record with one click — and can analyze patterns across a site's history. It's opt-in and metered: we handle the AI provider integrations, you don't manage API keys, and usage is included up to fair-use limits. Contact us for high-volume needs.

How do I change or cancel my plan?

The workspace owner can cancel in-app under Workspace settings → Billing — do this before the trial ends to avoid being charged. For plan changes or to manage your card and invoices, use the Stripe billing portal or email support and we'll adjust it for you.

What happens when I hit my monthly record limit?

Only the Starter plan has a monthly cap (25 records); Pro and Business are unlimited. If you reach the Starter limit, finishing and finalizing records already in progress keeps working — starting brand-new records is paused until the count resets on the 1st. If you're regularly hitting it, upgrading to Pro removes the cap.

What happens to my data if I cancel?

We give you 30 days to export everything (PDFs, photos, record data). After that, your workspace is permanently deleted.

How Tailgate compares

Tailgate vs. other safety apps.

How is Tailgate different from iAuditor (SafetyCulture)?

SafetyCulture is a strong, broad audit-and-inspection platform. Tailgate is narrower on purpose: four safety record types built for phone-first field crews, with voice-first entry — talk, and the record fills itself — plus sign-in-sheet PDFs, bilingual Spanish/English, and flat all-in pricing. See the full Tailgate vs. iAuditor comparison.

Does Tailgate have a template library?

Instead of a huge library of generic templates to search and adapt, Tailgate ships ready-to-run record types: a curated OSHA topic list with CFR references for toolbox talks, and one-tap curated audit checklists (housekeeping, fall protection, electrical, and more). You can still disable fields you don't use and reorder each record type's sections workspace-wide, no developer needed.

Can Tailgate fill out a record from my voice?

Yes. Voice-to-Form lets you narrate the whole thing once; Tailgate maps your words to the right fields, then shows every value for review before anything is saved. That's beyond the per-field voice dictation Tailgate also supports.

Is Tailgate bilingual in Spanish and English?

Yes. The app itself runs in both languages, and dictation and Voice-to-Form understand both — so a Spanish-speaking foreman and an English-speaking office share one workspace without translation apps in the middle.

In the field

Photos, offline, and devices.

My photos aren't uploading — what's wrong?

Almost always it's signal. Tailgate queues your photos and edits locally and uploads them automatically once you're back online — you'll see a small indicator while anything is pending. Keep the tab or home-screen app open until it clears. If photos are still stuck after you've had a solid connection for a few minutes, email support with your workspace subdomain.

Does it work offline?

Yes. You can keep documenting on a jobsite with no signal — the app saves your records, edits, and photos on the device and syncs them when the connection comes back. Nothing is lost; it just catches up the moment you're online again.

What devices and phones are supported?

On iPhone, download the Tailgate app from the App Store. Tailgate is also a full web app — it runs in a modern browser on current iOS and Android phones and tablets, as well as on a laptop or desktop, with nothing to install. Mixed crews are fine: it's the same workspace and login either way.

Does voice dictation need anything special?

Dictation works in Chrome and Safari. On iOS it works in Safari once you've added Tailgate to your home screen — the App Store app doesn't include voice dictation yet, so if your crew relies on it, use the Safari home-screen route on iPhone for now. Tap the microphone next to any long-text field and speak — your words are transcribed straight into the field.

Records & your account

Editing, teammates, and access.

Can I edit or undo a finalized record?

Finalizing locks the record and generates the PDF, so it can't quietly change afterward. But it isn't permanent — an Owner or Office user can re-open it with the Unfinalize action, make the correction, and finalize again to regenerate the PDF. That's the way to fix a mistake the right way, with the change visible in the activity log.

How do I add a teammate?

A workspace Owner adds users in-app from the Users screen, assigns a role (Owner, Office, or Foreman), and grants the record types that person needs. Your plan sets the seat count — Starter includes 3 users, Pro 10, and Business is unlimited.

How do I reset my password?

It's self-service. On your workspace login page, use the Forgot password link and we'll email you a secure reset link. No need to contact support or wait on an admin.

What are the user roles?

There are three. Owner has full access including settings and billing, and can unlock finalized records for corrections. Office can read and edit records and unlock finalized ones for corrections, but not change settings. Foreman is the field role — for the crew lead or safety lead who creates and edits records, adds photos, and finalizes them on-site, locking each record with a timestamp. See the docs for details.

Privacy & your data

Where your data lives and how to get it out.

Is my data private?

Yes. Every workspace is isolated — your incidents, audits, rosters, and photos live in a dedicated, per-tenant database, separate from every other customer. Incident reports can contain sensitive worker information, and the app supports privacy-case classification for the cases OSHA treats as privacy-concern. We don't sell your data. See our Privacy Policy for the full picture.

How do I get my data out?

Every finalized record is a PDF you can download and share at any time — that's your portable copy. If you cancel, you get a 30-day export window to pull down your PDFs, photos, and record data before the workspace is permanently deleted. Need a hand exporting in bulk? Email support.

Can I customize the forms and reports?

Yes. Owners and Office users can disable fields you don't collect and reorder a record type's sections under Modules → Edit fields. You can also upload your logo and a four-color palette under Workspace settings → Branding so every PDF carries your look. Changes apply to new records right away — no app update needed.

Still stuck?

Browse the docs for step-by-step guides, or email support at [email protected] — we reply within one business day. Checking on an outage? See the status page.

Ready when you are

Try it
yourself.

Start a 7-day free trial, pick a plan, and file your first record today — no charge until day 7.