The best incident report is written at the scene, not three days later from memory. Dictate what happened while it's fresh — the app structures it into an OSHA-301-shaped record with the injury specifics, lost-time tracking, and classification the office needs. Near-misses use the same flow.
When something happens on-site, the details start disappearing immediately. Incident Reports gets the story down at the scene, in the worker's own words — structured the way OSHA's Form 301 asks for it, so the information investigators, insurers, and your own office need is captured once, correctly, while everyone still remembers.
The three-part narrative is the heart of a 301-shaped record — and it's exactly the part nobody wants to type on a phone. So don't.
“Carlos was carrying decking to the second floor around ten this morning. He stepped on a loose board at the top of the stairs and went down on his right knee. Swelling right away — we iced it and his brother drove him to urgent care. He's off the rest of the week.”
What lands in the record: the three-part narrative → what he was doing, what happened, what the injury was, body part → right knee, treatment → first aid on-site, then urgent care, days away → started, and the time and place of the event. You review every value, then classify it — recordable or not, privacy case or not — with the office.
The form captures the information OSHA's Form 301 asks for — so when you sit down to meet your recordkeeping obligations, the raw material is complete and in one place. Tailgate supports the paperwork; the obligations stay yours.
The close calls use the same flow, minus the injury fields. Documenting them costs two minutes and builds the record — and the habit — before something worse happens.
Flag the case types OSHA treats as privacy-concern and the record carries that classification. Your data lives in a dedicated per-company database, never co-mingled.
Take the statement in Spanish or English — dictation and Voice-to-Form understand both, so the account is the worker's own words, not a translation of a translation.
Days away and restricted feed per-site trend charts, so incident cost over time is a picture, not a filing-cabinet archaeology project.
Records move draft → finalized. The foreman finalizes on-site and the PDF locks with a timestamp — owners and office can unlock for corrections, and every change shows in the activity log.
All included with every plan — they share one workspace, one login, and one site history.
Incident Reports are included with every plan — Starter is $49/mo all-in, Pro is $99/mo, Business is $199/mo. Every new workspace starts with a free 7-day trial.