Getting started

    Account & trial

    Create a Bounty CRM account, start a trial, sign in with Apple or Google, manage passkeys, and recover your password.

    Your Bounty CRM account lives on this marketing site. After you sign in, you’re redirected into the CRM web app or the mobile field app—depending on how you signed in and which URLs your environment is configured to use.

    Sign up

    Open /auth and switch to Sign up. You’ll create your company workspace and an owner user in one flow. No credit card is required to start a free trial.

    1. Go to /auth and choose Sign up.
    2. Enter your name, work email, company name, and a strong password.
    3. Submit the form. On success, you’re signed in and redirected to the CRM.
    4. Optional: from /pricing or /pricing/build, pick a plan or build a custom stack, then complete checkout when you’re ready to convert from trial.

    The free trial lasts 45 days and includes the same core modules as Starter (dashboard, contacts, jobs & dispatch, estimates, invoicing, and team). See /docs/settings/billing and /docs/guides/choosing-a-plan for plan details.

    Sign in

    Return to /auth anytime to sign in with email and password, Sign in with Apple, or Sign in with Google. Successful login signs you in securely, then redirects you into the product. On the native field app, you can also unlock with Face ID or Touch ID after enabling it in Profile → Security.

    • Desktop / office use typically lands on the CRM web app.
    • Field / phone use can land on the mobile field app (web or native TestFlight).
    • If your session expires while you’re in the CRM, you’ll be sent back to /auth to sign in again.

    Passkeys

    Passkeys let you sign in with Face ID, Touch ID, Windows Hello, or a hardware key instead of typing a password every time. Register and manage them at /auth/passkeys while signed in (or from Profile → Security in the CRM on web).

    • Passkeys are bound to this site’s origin—register them from the same domain you use for /auth.
    • You can keep a password as a backup and add one or more passkeys for faster sign-in.
    • If a device is lost, remove that passkey from /auth/passkeys or Profile → Security, then register a new one.

    Forgot password

    1. On /auth, choose Forgot password (or open /auth/forgot-password).
    2. Enter the email on your account. We’ll send a reset link if the address is registered.
    3. Open the link and set a new password on /auth/reset-password.
    4. Sign in with the new password. Update any saved passwords or passkeys as needed.

    If you don’t receive a reset email, check spam and confirm you’re using the address on the account. Still stuck? Email customerservice@praevisio.co.

    Where you go after login

    Auth is handled here; day-to-day work happens in the CRM apps:

    • Web CRM — full settings, billing, integrations, team, and office workflows.
    • Mobile field app — schedule, jobs, contacts, and field-friendly billing actions. Some admin tasks (integrations, subscription billing) are desktop-only.

    Next: walk through your first end-to-end workflow in /docs/getting-started/first-workflow, or skim /docs/releases/alpha for what’s available in alpha.

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