Driver Resources · Checklists & Worksheets

Accident / Incident Documentation Kit

Organize incident details, contacts, photos, documents, claim notes, expenses, and follow-up tasks after an accident, cargo issue, equipment damage, or other incident — so your records are easier to find when they are needed.

Planning & recordkeeping tool only. This kit is provided for planning and recordkeeping only. Accident, incident, crash, cargo, insurance, and reporting requirements can vary by driver type, vehicle, cargo, state, carrier, broker, shipper, receiver, insurance provider, operating authority status, hazmat status, and company policy. Clear To Roll does not provide legal, safety, DOT, FMCSA, carrier, broker, dispatch, insurance, tax, accounting, or compliance advice. This kit does not determine fault, liability, claim approval, crash preventability, insurance coverage, or whether a driver, vehicle, document, or operation is compliant or acceptable. Always review official sources, your state requirements, carrier/broker/company policy, insurance documents, and professional guidance before relying on any kit.

Using the free public worksheet? Your entries stay in this browser session and are not saved. To save incident files, track follow-ups, organize documents, and keep your driver file updated over time, create a Clear To Roll account.

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Incident Details & Logs

Capture basic incident facts, communication log, witness log, and follow-up tasks in one place.

📷

Photo / Video Checklist

Track which scene, vehicle, damage, cargo, and evidence photos exist and where they are saved.

📋

Document & Claim Tracker

Track insurance, carrier, broker, cargo, repair, and official records you may need to collect.

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Interactive Kit

Complete the incident documentation kit directly in your browser.

Free WorksheetBuild Your Accident / Incident Kit

Enter incident details, log communications, witnesses, and follow-up tasks, then check the items that apply and mark each one’s status. Use the summary to see what may need attention.

AIncident Details (optional)
Optional. This information is not stored or sent anywhere — it only appears on your printed kit.
BCommunication & Follow-Up Logs

Who you contacted, when, and what was said.

Date / timeContactMethodNotes

Witness names, contacts, and notes — only when safe and appropriate.

NameContactNotes

Tasks to complete, due dates, and status.

TaskDue dateStatus

Note which photos or videos exist and where they are saved — no files are uploaded here.

Photo / video noteDateFile locationNotes

No files are uploaded here. Use this log to note which photos or videos exist and where they are saved (phone, cloud, drive, or folder).

Log expenses and receipts. The estimated total is for organization only.

Expense typeDateAmountReceiptNotes
Estimated expense total$0.00

Estimated expense total for organization only. This does not determine reimbursement, claim approval, tax treatment, or insurance coverage.

CChecklist Filters
Immediate Safety & Notifications0 applied · 14 shown›
Safety comes first — contact emergency services when needed.
Immediate Safety & NotificationsVaries by incident
Not applicable
Note any injuries or medical concerns that were reported.
Immediate Safety & NotificationsVaries by incident
Not applicable
Note how the scene or vehicle was made safer, if it applies.
Immediate Safety & NotificationsVaries by incident
Not applicable
Note any fire, spill, or hazmat concern and who was contacted.
Immediate Safety & NotificationsVaries by incident
Not applicable
Note whether law enforcement was contacted and by whom.
Immediate Safety & NotificationsPolice/report
Not applicable
Follow your carrier or company reporting process.
Immediate Safety & NotificationsCarrier/company
Not applicable
Note who was told and when.
Immediate Safety & NotificationsCarrier/company
Not applicable
Review your policy for how and when to report.
Immediate Safety & NotificationsInsurance
Not applicable
Note the company and reference number.
Immediate Safety & NotificationsVaries by incident
Not applicable
Note who was told and when.
Immediate Safety & NotificationsCarrier/company
Not applicable
Only when safe, lawful, and appropriate.
Immediate Safety & NotificationsPhoto/video
Not applicable
Details fade fast — write things down when it is safe to do so.
Immediate Safety & NotificationsReview only
Not applicable
Keep descriptions factual; this worksheet is not the place for legal conclusions.
Immediate Safety & NotificationsReview only
Not applicable
Follow the instructions of the appropriate parties.
Immediate Safety & NotificationsVaries by incident
Not applicable
Basic Incident Details0 applied · 20 shown›
A basic fact every file needs.
Basic Incident DetailsReview only
Not applicable
Approximate is fine — note it while it is fresh.
Basic Incident DetailsReview only
Not applicable
Record the nearest city or town.
Basic Incident DetailsReview only
Not applicable
Record the state where it happened.
Basic Incident DetailsReview only
Not applicable
Be as specific as you reasonably can.
Basic Incident DetailsReview only
Not applicable
Note it if it helps describe what happened.
Basic Incident DetailsReview only
Not applicable
Record the weather at the time.
Basic Incident DetailsReview only
Not applicable
Wet, icy, gravel, dark — note the conditions.
Basic Incident DetailsReview only
Not applicable
Daylight, dusk, dark, artificial lighting.
Basic Incident DetailsReview only
Not applicable
Heavy, light, stopped — note what you observed.
Basic Incident DetailsReview only
Not applicable
Record the tractor/unit involved.
Basic Incident DetailsVehicle record
Not applicable
Record the trailer involved, if any.
Basic Incident DetailsVehicle record
Not applicable
Record plates for your own equipment.
Basic Incident DetailsVehicle record
Not applicable
Useful for repair and insurance paperwork.
Basic Incident DetailsVehicle record
Not applicable
Connect the incident to the load file.
Basic Incident DetailsLoad proof
Not applicable
Record the BOL number if a load was involved.
Basic Incident DetailsLoad proof
Not applicable
Record the seal number if a sealed load was involved.
Basic Incident DetailsLoad proof
Not applicable
Describe what happened in plain, factual language.
Basic Incident DetailsReview only
Not applicable
A simple timeline helps later reviews.
Basic Incident DetailsReview only
Not applicable
Write down what happens next and who is doing it.
Basic Incident DetailsReview only
Not applicable
People, Vehicles & Property0 applied · 15 shown›
Your own contact details for the file.
People, Vehicles & PropertyDriver record
Not applicable
Who at the company is handling this.
People, Vehicles & PropertyCarrier/company
Not applicable
Who on the load side is handling this.
People, Vehicles & PropertyCarrier/company
Not applicable
Contacts connected to the load.
People, Vehicles & PropertyCarrier/company
Not applicable
Only when safe and appropriate to exchange.
People, Vehicles & PropertyVaries by incident
Not applicable
Only when safe and appropriate to record.
People, Vehicles & PropertyVaries by incident
Not applicable
Only when safe and appropriate to ask.
People, Vehicles & PropertyVaries by incident
Not applicable
The agency that responded, if any.
People, Vehicles & PropertyPolice/report
Not applicable
Record it if it was provided to you.
People, Vehicles & PropertyPolice/report
Not applicable
Record the report number if one was provided.
People, Vehicles & PropertyPolice/report
Not applicable
Company name, phone, and reference.
People, Vehicles & PropertyVaries by incident
Not applicable
Where the equipment is going or went.
People, Vehicles & PropertyVaries by incident
Not applicable
For incidents on private property or at facilities.
People, Vehicles & PropertyVaries by incident
Not applicable
Your provider or agent for this file.
People, Vehicles & PropertyInsurance
Not applicable
The person handling the claim, once assigned.
People, Vehicles & PropertyInsurance
Not applicable
Photos / Video Log0 applied · 18 shown›
Wide shots help show the overall picture.
Photos / Video LogPhoto/video
Not applicable
Positions before vehicles are moved, when safe.
Photos / Video LogPhoto/video
Not applicable
Your tractor/unit from multiple angles.
Photos / Video LogPhoto/video
Not applicable
The trailer from multiple angles.
Photos / Video LogPhoto/video
Not applicable
Plates involved, where appropriate.
Photos / Video LogPhoto/video
Not applicable
Close-ups and context shots of damage.
Photos / Video LogPhoto/video
Not applicable
Cargo condition, if cargo was affected.
Photos / Video LogPhoto/video
Not applicable
Seal intact/broken condition, if applicable.
Photos / Video LogPhoto/video
Not applicable
How the load was secured, if relevant.
Photos / Video LogPhoto/video
Not applicable
Surface, debris, or conditions, when safe.
Photos / Video LogPhoto/video
Not applicable
Photos that show the weather at the time.
Photos / Video LogPhoto/video
Not applicable
Only when safe and appropriate.
Photos / Video LogPhoto/video
Not applicable
For incidents at facilities or in yards.
Photos / Video LogPhoto/video
Not applicable
Note that footage exists and where it is saved.
Photos / Video LogPhoto/video
Not applicable
Note what was captured and where it is stored.
Photos / Video LogPhoto/video
Not applicable
Note which messages were saved and where.
Photos / Video LogPhoto/video
Not applicable
Helpful for repair and claim files.
Photos / Video LogPhoto/video
Not applicable
Where the files live — phone, cloud, drive, folder.
Photos / Video LogPhoto/video
Not applicable
Documents to Collect0 applied · 20 shown›
Record how and when to obtain it, if one exists.
Documents to CollectPolice/report
Not applicable
Where your copy is kept.
Documents to CollectDriver record
Not applicable
Where your copy is kept.
Documents to CollectDriver record
Not applicable
Where your copy is kept.
Documents to CollectVehicle record
Not applicable
Where your copy is kept.
Documents to CollectInsurance
Not applicable
Keep it with the vehicle records.
Documents to CollectVehicle record
Not applicable
Recent related maintenance may be requested.
Documents to CollectVehicle record
Not applicable
Keep the estimate with the incident file.
Documents to CollectReceipt/expense
Not applicable
Keep the final invoice with the incident file.
Documents to CollectReceipt/expense
Not applicable
Keep tow paperwork with the incident file.
Documents to CollectReceipt/expense
Not applicable
Keep service paperwork with the incident file.
Documents to CollectReceipt/expense
Not applicable
Keep any related inspection report with the file.
Documents to CollectOfficial/state
Not applicable
Keep proof with the related record.
Documents to CollectOfficial/state
Not applicable
Use your company's form if one exists.
Documents to CollectCarrier/company
Not applicable
Review your policy and provider instructions.
Documents to CollectInsurance
Not applicable
Some parties have their own forms.
Documents to CollectCarrier/company
Not applicable
Requirements vary by party — review their instructions.
Documents to CollectClaim support
Not applicable
A list of the visual proof that exists.
Documents to CollectPhoto/video
Not applicable
A running list of who said what and when.
Documents to CollectReview only
Not applicable
A running list of expenses and receipts.
Documents to CollectReceipt/expense
Not applicable
Cargo / Load / Seal Records0 applied · 22 shown›
Connects the incident to the load terms.
Cargo / Load / Seal RecordsLoad proof
Not applicable
The core load document for cargo issues.
Cargo / Load / Seal RecordsLoad proof
Not applicable
Keep the completed POD with the file.
Cargo / Load / Seal RecordsLoad proof
Not applicable
Record the seal number for the load.
Cargo / Load / Seal RecordsLoad proof
Not applicable
Note which seal photos exist and where.
Cargo / Load / Seal RecordsPhoto/video
Not applicable
Note which cargo photos exist and where.
Cargo / Load / Seal RecordsPhoto/video
Not applicable
Counts and details, kept factual.
Cargo / Load / Seal RecordsClaim support
Not applicable
What was damaged and how it was found.
Cargo / Load / Seal RecordsClaim support
Not applicable
Setpoints and readings may be requested.
Cargo / Load / Seal RecordsLoad proof
Not applicable
Note what was downloaded and where it is stored.
Cargo / Load / Seal RecordsLoad proof
Not applicable
Keep them with the load file.
Cargo / Load / Seal RecordsReceipt/expense
Not applicable
Keep them with the load file.
Cargo / Load / Seal RecordsReceipt/expense
Not applicable
Keep them with the load file.
Cargo / Load / Seal RecordsReceipt/expense
Not applicable
Keep wait-time proof if it relates to the incident.
Cargo / Load / Seal RecordsLoad proof
Not applicable
Keep confirmations with the load file.
Cargo / Load / Seal RecordsLoad proof
Not applicable
Keep any written instructions with the file.
Cargo / Load / Seal RecordsCarrier/company
Not applicable
Keep any written instructions with the file.
Cargo / Load / Seal RecordsCarrier/company
Not applicable
Keep any written instructions with the file.
Cargo / Load / Seal RecordsCarrier/company
Not applicable
Keep any special instructions with the file.
Cargo / Load / Seal RecordsCarrier/company
Not applicable
An estimate for organization only.
Cargo / Load / Seal RecordsClaim support
Not applicable
What happened to affected product, if known.
Cargo / Load / Seal RecordsClaim support
Not applicable
Counts help support cargo records.
Cargo / Load / Seal RecordsClaim support
Not applicable
Insurance / Carrier / Broker Follow-Up0 applied · 16 shown›
Review your policy for how and when to report.
Insurance / Carrier / Broker Follow-UpInsurance
Not applicable
Record the claim number once assigned.
Insurance / Carrier / Broker Follow-UpInsurance
Not applicable
The person handling the claim.
Insurance / Carrier / Broker Follow-UpInsurance
Not applicable
Follow your company's process.
Insurance / Carrier / Broker Follow-UpCarrier/company
Not applicable
Requirements vary — review their instructions.
Insurance / Carrier / Broker Follow-UpCarrier/company
Not applicable
Requirements vary — review their instructions.
Insurance / Carrier / Broker Follow-UpCarrier/company
Not applicable
List the forms each party asked for.
Insurance / Carrier / Broker Follow-UpClaim support
Not applicable
Note any deadlines you were given.
Insurance / Carrier / Broker Follow-UpClaim support
Not applicable
Track what has been sent and what is ready.
Insurance / Carrier / Broker Follow-UpPhoto/video
Not applicable
Track what has been sent and what is ready.
Insurance / Carrier / Broker Follow-UpReceipt/expense
Not applicable
Track what has been sent and what is ready.
Insurance / Carrier / Broker Follow-UpReceipt/expense
Not applicable
Keep the who/what/when list current.
Insurance / Carrier / Broker Follow-UpReview only
Not applicable
When to check in next.
Insurance / Carrier / Broker Follow-UpReview only
Not applicable
Where things stand right now.
Insurance / Carrier / Broker Follow-UpClaim support
Not applicable
Track what was received and when.
Insurance / Carrier / Broker Follow-UpClaim support
Not applicable
For your own records — review your policy.
Insurance / Carrier / Broker Follow-UpInsurance
Not applicable
FMCSA / DOT / Official Records0 applied · 16 shown›
FMCSA's Safety Planner describes accident register recordkeeping — review official guidance for what applies.
FMCSA / DOT / Official RecordsOfficial/state
Not applicable
One of the register elements described in official guidance.
FMCSA / DOT / Official RecordsOfficial/state
Not applicable
One of the register elements described in official guidance.
FMCSA / DOT / Official RecordsOfficial/state
Not applicable
One of the register elements described in official guidance.
FMCSA / DOT / Official RecordsOfficial/state
Not applicable
Record what was reported — official guidance describes what registers include.
FMCSA / DOT / Official RecordsOfficial/state
Not applicable
Record what was reported — official guidance describes what registers include.
FMCSA / DOT / Official RecordsOfficial/state
Not applicable
If hazardous materials were released, official reporting requirements may apply — review PHMSA and FMCSA guidance.
FMCSA / DOT / Official RecordsOfficial/state
Not applicable
Note whether a vehicle was towed from the scene.
FMCSA / DOT / Official RecordsOfficial/state
Not applicable
Report numbers and how to obtain copies.
FMCSA / DOT / Official RecordsPolice/report
Not applicable
Whether testing applies is determined by official rules and your employer/program — review official FMCSA guidance.
FMCSA / DOT / Official RecordsOfficial/state
Not applicable
FMCSA's program reviews certain eligible crash types through DataQs — review the official program guidance.
FMCSA / DOT / Official RecordsOfficial/state
Not applicable
Eligibility is set by FMCSA — this kit does not determine it.
FMCSA / DOT / Official RecordsOfficial/state
Not applicable
Some states have their own requirements — check official state sources.
FMCSA / DOT / Official RecordsOfficial/state
Not applicable
Review official PHMSA guidance and your company process.
FMCSA / DOT / Official RecordsOfficial/state
Not applicable
Follow your company's process for official reporting.
FMCSA / DOT / Official RecordsCarrier/company
Not applicable
Where the official records for this incident are kept.
FMCSA / DOT / Official RecordsReview only
Not applicable
Expenses / Receipts / Repairs0 applied · 20 shown›
Keep it with the incident file.
Expenses / Receipts / RepairsReceipt/expense
Not applicable
Keep it with the incident file.
Expenses / Receipts / RepairsReceipt/expense
Not applicable
Keep the estimate with the incident file.
Expenses / Receipts / RepairsReceipt/expense
Not applicable
Keep the final invoice with the incident file.
Expenses / Receipts / RepairsReceipt/expense
Not applicable
Keep it with the repair records.
Expenses / Receipts / RepairsReceipt/expense
Not applicable
Delay-related lodging costs.
Expenses / Receipts / RepairsReceipt/expense
Not applicable
Costs to keep running while equipment is down.
Expenses / Receipts / RepairsReceipt/expense
Not applicable
Costs to recover or re-deliver the load.
Expenses / Receipts / RepairsReceipt/expense
Not applicable
Costs to handle affected cargo.
Expenses / Receipts / RepairsReceipt/expense
Not applicable
Keep it with the load file.
Expenses / Receipts / RepairsReceipt/expense
Not applicable
Storage costs while things are sorted out.
Expenses / Receipts / RepairsReceipt/expense
Not applicable
Extra fuel from reroutes or delays.
Expenses / Receipts / RepairsReceipt/expense
Not applicable
Extra tolls from reroutes.
Expenses / Receipts / RepairsReceipt/expense
Not applicable
Keep wait-time records with the file.
Expenses / Receipts / RepairsLoad proof
Not applicable
Note appointments affected by the incident.
Expenses / Receipts / RepairsReview only
Not applicable
Note downtime for your own records.
Expenses / Receipts / RepairsReview only
Not applicable
Track what you paid yourself.
Expenses / Receipts / RepairsReceipt/expense
Not applicable
Track what has been reimbursed and what is pending.
Expenses / Receipts / RepairsClaim support
Not applicable
Note any later adjustments for your records.
Expenses / Receipts / RepairsClaim support
Not applicable
Close the loop when everything is resolved.
Expenses / Receipts / RepairsReview only
Not applicable
Custom0 applied · 3 shown›
Your own item — name it, set a status, and add notes.
CustomReview only
Not applicable
Your own item — name it, set a status, and add notes.
CustomReview only
Not applicable
Your own item — name it, set a status, and add notes.
CustomReview only
Not applicable
This free kit is browser/session-only and is not saved when you leave the page.
Jump to Official Source Reminders

Accident Kit Summary

Items Needing Attention
0
Marked “needs follow-up” or “missing / cannot locate”
  • Total applicable items0
  • Collected / recorded0
  • Needs follow-up0
  • Missing / cannot locate0
  • Not reviewed0
  • Not applicable164
  • Communication log entries0
  • Witness entries0
  • Photo / video notes0
  • Expenses logged0
  • Estimated expense total$0.00
  • Follow-up tasks (open)0
  • Follow-up tasks (done)0
  • This kit does not determine fault, liability, insurance coverage, claim approval, crash preventability, or compliance.
  • Some items may not apply depending on the incident, cargo, vehicle, state, insurance policy, or company process.
  • Requirements and reporting steps can vary.
  • Keep official sources, insurance guidance, and company policies in mind.
  • This public version does not save entries.

Want to save incident files, track follow-ups, and keep records organized long term? Get started with Clear To Roll.

Official Source Reminders

Reporting and documentation requirements can vary by state, incident type, carrier, broker, insurance provider, cargo, and hazmat status. Use official sources, your insurance documents, your company policy, and professional guidance to confirm what applies to your situation.

Emergency Services / Appropriate Authorities

For emergencies, injuries, fires, hazardous material concerns, or immediate danger, contact emergency services or the appropriate authorities first.

FMCSA Accident Recordkeeping / Accident Register

FMCSA’s Motor Carrier Safety Planner describes accident register recordkeeping under 49 CFR 390.15. Review the official guidance for what applies to your operation.

csa.fmcsa.dot.gov/safetyplanner

FMCSA Post-Accident Drug & Alcohol Testing

Whether post-accident testing applies is determined by official rules and your employer/program — review official FMCSA guidance and your company or program requirements.

fmcsa.dot.gov — Drug & Alcohol Testing Program

FMCSA Crash Preventability Program / DataQs

FMCSA’s Crash Preventability Determination Program reviews certain eligible crash types through a Request for Data Review in DataQs. Eligibility and requirements are set by FMCSA — review the official program guidance.

fmcsa.dot.gov — CPDP
dataqs.fmcsa.dot.gov

FMCSA Safety Planner

FMCSA’s Motor Carrier Safety Planner is an official guide covering recordkeeping topics for motor carriers.

csa.fmcsa.dot.gov/safetyplanner

State Crash Reporting / State DMV or DOT

Some states have their own crash reporting requirements. Check the official state agencies for the states where the incident occurred.

PHMSA / Hazardous Materials Incident Reporting

If hazardous materials were involved or released, hazmat incident reporting requirements may apply — review official PHMSA guidance and your company process.

phmsa.dot.gov

Insurance Provider / Agent

Coverage, claims, deadlines, and required forms vary by policy. Review your policy and contact your insurance provider or agent.

Carrier / Company Reporting Process

Your carrier or company may have its own incident reporting process and forms. Follow your company policy.

Broker, Customer, Shipper & Receiver Requirements

Claim and documentation requirements vary. Review the requirements of the parties on the load directly.

Repair Shop / Tow / Roadside Service Records

Keep estimates, invoices, and receipts from repair, tow, and roadside providers with the incident file.

Legal or Professional Guidance

When appropriate, consult the appropriate professional for questions this recordkeeping worksheet cannot answer.

Keep your incident files easier to find.

Clear To Roll helps truck drivers and owner-operators keep accident and incident files, photos, receipts, claim notes, follow-up tasks, and shareable business packets organized in one place.

The free public worksheet helps you organize and review a kit in your browser. A Clear To Roll account helps you save incident records, track important dates, and keep your driver file organized over time.

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Accident / Incident Kit FAQs

This kit is provided as a free planning and recordkeeping tool. Accident and incident documentation requirements, reporting steps, recordkeeping rules, and acceptance standards can vary by driver type, vehicle, cargo, state, carrier, broker, shipper, receiver, insurance provider, operating authority status, hazmat status, and company policy. Always use official sources and professional guidance where appropriate. Clear To Roll does not verify, approve, certify, audit, screen, qualify, investigate, or determine whether a record, driver, vehicle, claim, incident, or operation is acceptable or compliant.