Getting started
Documentation
Guides, settings reference, and release notes for Bounty CRM.
Bounty CRM is a field service CRM for contractors—contacts, jobs and dispatch, estimates and invoices, contracts, team, timekeeping, and communications in one place. Use the web app in the office and the mobile field app on the job.
This documentation covers account setup, day-to-day workflows, settings that match the CRM tabs, shorter how-to guides, and what’s shipping in alpha versus what’s planned next.
Broader beta is planned for October 2026 — wider access beyond today’s alpha cohort. Details and what’s on the beta track: /docs/releases/planned.
Browse by area
- Account & trialSign up, trial, passkeys, password reset, and where you land after login.
- Dashboard & featuresModule overviews for contacts, jobs, estimates, invoices, contracts, and more.
- Company settingsLogo, address, contact info, and business hours.
- App settingsSignature, regional defaults, invoice and job preferences.
- Document linking1:1 chain, slots, locks, void/unlink, and projects vs chain.
- Estimate to invoiceA short walkthrough from quote to paid invoice.
- Planned releasesOctober 2026 beta target, App Store listing, QuickBooks, 2FA, and post-launch items.
- Alpha release notesWhat’s live today, known limitations, and how to send feedback.
- FAQPlans, Price Book, contracts, document links, related documents, roles, mobile, and alpha questions.
Quick start
- Create an account at /auth, or start a free trial from /pricing.
- Complete company settings so documents and portals show your brand correctly.
- Add a contact, then create an estimate or job to see the core workflow end to end.
- Invite teammates from Team when you’re ready to dispatch and share the schedule.
Bounty CRM is in alpha today. Broader beta is planned for October 2026. Features and UI may change. Questions or bugs? Email customerservice@praevisio.co.