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Use Log an Incident to record something that went wrong at an account during a visit, such as damaged stock or a safety issue. Your company might use a different name for this action.

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Before You Begin

Check in to the visit. Log an Incident appears only on visits that are In Progress. See Check In and Complete a Visit.

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Log an Incident

You can start an incident from the visit’s actions, or from a visit task that asks you to log one. These steps start from the visit’s actions:
1

Tap Log an Incident

In the visit’s actions, tap Log an Incident. The app fills in the account and visit for you.
2

Fill In the Details

Your company decides which fields appear. Typically, you enter a Subject, a Priority, and a description.
3

Add a Photo

Optional: Tap Capture Image to take 1 photo.
4

Tap Save

The app saves the incident on your device and uploads it at your next sync.
If you see “Subject is required.” or “Priority is required.”, a required field is empty. Fill in the field and save again.

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See Also

Last modified on October 19, 2026