Releases

What’s new

Recent changes and improvements in Bounty CRM — written for customers, not engineers.

This page highlights what we’ve shipped lately so you can stay curious about the product without digging through internal changelogs. For the full alpha snapshot and known limits, see /docs/releases/alpha. For what’s still ahead, see /docs/releases/planned.

Dates reflect when work landed for alpha testers. UI labels and layouts can still shift as we learn from feedback.

Release versions use semantic versioning with an -alpha tag (for example 0.29.0-alpha). The leading 0 means we’re pre–general availability; the middle number bumps with each alpha drop. When broader beta opens, expect -beta builds instead.

Week of October 4, 2026

Field app

• The + menu includes Timesheet so you can open your day punches without the desktop app. Teammate timesheets stay on the Team directory when your role allows All access.
• Changing your profile photo on the phone updates the picture as soon as the upload finishes.
• A profile photo from the phone camera or camera roll is resized for you, so a normal iPhone picture is not rejected for being over 2MB.
• Coming back to the field app after it has been in the background no longer signs you out when the connection drops the first sign-in refresh.
• On tablet, native login centers the brand, form, and account links in one column so the form does not float in a tall empty gap.

Team & permissions

• Team Directory on a role is now None, Self, or All. Self lets people clock and view only their own timesheet; All unlocks the full directory and teammate timesheets when those permissions allow.

Settings

• Upcoming job alerts for your team now send once per visit (they no longer arrive again a few minutes later).
• If online payments aren’t set up yet, you’ll see a reminder to connect Stripe in Settings → Integrations. You can mute it for 7 days. On the field app, the same reminder opens Integrations on the web.
• Settings → Integrations now shows the correct default sender (noreply@bountycrm.app) when you have not connected your own email domain.

Plans & pricing

• New companies start at checkout with a card on file. Monthly Starter and Pro are $0 for the first two months through January 13, 2027, then $39 or $119 a month. Business is full price. The old cardless trial is closed for new signups.
• The welcome email names the coupon and attaches the Stripe invoice for what was charged today. We’ll email you again before the first regular monthly charge. Later charges still get a receipt.
• The mobile field app is not listed as a plan feature. The App Store app is free to download; teammates sign in with their company account.

Week of September 7, 2026

Account & signup

• Signup can optionally join a product newsletter for weekly releases and offerings. You can also subscribe at /newsletter. Unsubscribe from the email or from Settings → Notifications.

Lists & bulk actions

• Job, event, contract, and project list search finds records by number (for example JOB-2026-0042), title/name, or customer — not only number and title.
• List bulk actions now match the detail menus: delete only disposable jobs (draft or cancelled); void then delete for estimates, invoices, and contracts; events use Cancel and Mark complete instead of a status picker. Ineligible rows are skipped with a reason.

Jobs

• Reschedule now keeps the visit times you pick in your timezone instead of shifting them as if they were UTC.
• Week calendar blocks line up with the times on the job (they were sitting an hour later than the label).
• Week calendar day headers line up with the columns underneath.
• Opening an invoice or estimate from a job’s related documents now voids, deletes, cancels, and sends the same way as Billing — those menu actions were not applying before.

Invoices & payments

• Bounty never refunds a customer payment on its own. If a charge needs to be reversed, do that in Stripe; the invoice then shows Refunded. Customers are not emailed about refunds unless you send a refund email from that invoice. That email lists the original card or bank, not a generic payment method.
• Online invoice payments: cards use Stripe’s processing (typically 2.9% + $0.30) from your payout with no extra Bounty fee. Bank payments are 1% total from your payout (Stripe + Bounty). Invoice customers pay the invoice total. You earn $10 back for every $5,000 in settled ACH — refunds don’t count, and credit never reduces your Bounty bill below $0.
• When you collect payment, bank is offered first. Prefer bank when customers can: lower processing cost for you, and progress toward $10 back.
• Fully refunded invoices show as Refunded (not still Paid), stay Refunded instead of flipping back to Overdue, and show $0 balance due.
• Invoice PDFs for refunded invoices show Status: Refunded (not Paid in full / Receipt).
• Event History keeps the original payment card and adds a separate Refund card when a payment is refunded.
• Bank payments show in invoice Event History while they are still clearing (typically 3–5 business days). When the payment settles, the invoice updates to paid and the customer gets a payment receipt email.
• Opening an overdue invoice or Pay with customer no longer emails the team “Invoice overdue” alert — that alert is sent on a schedule instead. In-person receipts stay opt-in after payment.
• Team “Invoice overdue” email and push alerts fire at most once per month per unpaid invoice (not every hour).
• In-person (pay with customer) bank payments: after submit you can email a bank-payment confirmation to any address, same as sending a receipt after a card payment.
• Customers also get email when a bank payment is submitted (still processing) and if a payment fails, with a link to try again. Failed attempts still appear in Event History.
• Event History uses one consistent card layout for payments, email delivery, and other activity — amount and method chips where they apply, status icon badges, and shared spacing.
• The Invoices and Estimates lists on web now page through the full ledger (50 at a time). Search, status, customer, and date filters apply across every page, not just the first 50.
• Void, delete, cancel, duplicate, and send from an invoice opened on a job or contact now actually update the invoice (same as Billing).

Dashboard

• Dashboard metric cards reflow as the window gets narrower (four, then three, then two per row) so titles and amounts stay on the card.

Plans & billing

• Starter is $39/mo, Pro $119/mo, and Business $239/mo (lower when billed annually). Extra seats are $19/mo and include 20 GB. We do not charge by jobs per month.
• Settings → Billing lists licensed seats (not monthly active users). Extra seats add 20 GB of pooled storage each. The $10-back ACH card shows this month’s settled bank volume toward your next Bounty bill (up to that invoice total).
• After each subscription charge we email a receipt. Annual plans get a renewal reminder about three weeks before the charge; trials get a reminder before they convert to paid. Cancel anytime in Settings → Billing.

Documents

• Creating an invoice or estimate from a job now brings over that job’s line items (and notes) on web.
• On job, invoice, and estimate details, Add under Line items lets you add a custom item or pick from the price book right in the details view — no separate edit screen. Package (Good/Better/Best) estimates still use full Edit for tiered line items.
• View PDF and Download PDF stay on invoices, estimates, and contracts no matter the status (including paid, signed, or accepted). On web they are in the details More menu; on the field app they live in a PDF menu.
• On iOS, Download PDF opens the share sheet so you can Save to Files or AirDrop.

Field app

• Profile → Security uses a quieter Turn off control for Quick sign-in and App lock, with Forget this device stacked underneath.
• Signing out of the iOS app keeps Quick sign-in: Face ID on the login screen still works. Use Forget this device when you want this phone forgotten.
• After Remember me sign-in, the field app offers Quick sign-in when Face ID or Touch ID is ready, or explains how to set it up in Settings if it isn’t enrolled yet.

Week of August 31, 2026

Email & communications

• Outbound email status now reflects SendGrid delivery: sent when handed off, then updated to deferred, delivered, bounced, or failed as events arrive.
• Document event history and the dashboard communications feed show the real delivery status (not just “sent”).
• After you email an invoice, estimate, or contract, lists and detail headers show a delivery icon: green when delivered, amber when delivery is still pending or needs attention. No icon until an email has been sent.
• That icon replaces the separate view-analytics eye on lists — hover or tap it for delivery status, a pointer to event history, and email/link open counts when available.
• When an email bounces or fails, the person who sent it gets a mobile alert (when push notifications are enabled).

Price book

• On web, Adjust Prices (bulk markup/markdown) sits in the Price Book toolbar so it’s easy to find.
• Percent bulk price adjustments apply reliably on web and the field app.

Invoices

• Deleting an invoice on web asks for confirmation first so accidental deletes are harder.

Estimates

• Good / Better / Best packages: Recommended is optional — turn it off without another tier taking its place.
• Field app package tabs give Good / Better / Best more room so labels are easier to read.
• On web, View PDF shows a clear loading state in the document dialog while the file opens.
• Package estimate PDFs mark which option is recommended when one is set.
• Field app estimate Actions includes Duplicate; copies are drafts and do not keep the original’s related jobs or other linked documents.
• Duplicating an invoice also leaves related documents on the original only.
• Field app toasts grow with the message so longer notices are not cut off.

Documents & line items

• Related Documents pickers only list jobs, estimates, invoices, and contracts that can actually be linked (already-linked ones stay hidden until you unlink).
• Custom line items start with an empty price and a 0 placeholder — you must enter a price before saving.

Field app (iOS)

• View PDF on estimates, invoices, and contracts now opens in the app with an “Opening PDF…” loader, the full page visible first, and pinch or +/− to zoom; swipe between pages on multi-page files.
• Job photos: camera and photo library no longer crash; uploads are more reliable on device, and a failed upload shows a small alert you can tap to retry.
• Lists and detail screens clear the bottom tab bar so the last rows and actions are not hidden behind navigation.
• Create and edit forms show clearer inline validation (contacts, jobs, estimates, invoices, and more); bulk actions report which items failed instead of a generic error.
• After sign-in, you may be prompted to enable push notifications so delivery-failure and other alerts can reach your device.
• Quick sign-in and App lock settings stay in sync when you change Face ID or Touch ID preferences in Profile.

Week of August 26, 2026

Dashboard metrics

• Help tooltips show what each metric means and the concrete date range it covers.
• Choose This month, This quarter, or Year to date per metric (web and field app).
• Period controls live in Customize mode so day-to-day cards stay clean.

Dashboard schedule

• On web, browsing weeks or months in the Schedule widget no longer jumps your selected day.
• Sunday dates use softer styling so today stays easy to spot.

Tablet Home

• Arrange and resize Home widgets more freely (press-hold to edit, then drag and snap).
• Metrics sit in a clearer band with schedule and activity feed side by side.

Document defaults

• Set company default estimate disclaimer and validity days so new estimates start filled in.
• Set default contract terms that prefill when you create or generate a contract (web and mobile).

Company branding

• Preview any customer email or PDF type from Settings → Company Branding before you send.
• Previews use the same pipelines as real sends, including your logo, address, and default document terms.
• Customer and staff emails render with cleaner sans-serif typography instead of falling back to Times New Roman.

Field app polish

• Smoother pull-to-refresh on phone and tablet hubs.
• Save check (FAB) behaves more reliably when the keyboard is open.
• Browsing month or week on the schedule no longer jumps your selected day.
• Billing and list scrolling, notes fields, and price-book sheets feel steadier on tablet.
• On Billing, the search bar placeholder matches the tab you’re on (invoices, estimates, or contracts).
• Native iOS sign-in should stay signed in more reliably — including across days on TestFlight.
• iOS Quick sign-in with Face ID or Touch ID is clearer in Settings (separate from App lock and Sign in with Apple); remembered devices can skip the login screen or use biometrics when you do need to sign in again.

Settings layout

• Settings save as you go on web and the field app — no Save button for profile, appearance, notifications, company, workflow, or retention. Changes persist in the background with no Saving/Saved line; you’ll only see a message if a save fails. If you leave a settings page right after a change, that change stays.
• Field app Settings grouped into Personal, Workspace, and Account.
• Workflow (formerly App Settings) uses drill-down pages for signature, regional, document defaults, and jobs.
• Web CRM settings now match that structure: Personal (Profile + Appearance), Workspace, and Desktop.
• Notifications on web use a cleaner single-column layout instead of dense toggle grids.
• Company and Workflow on web use the same card sections as Notifications (logo, hours, signature, document defaults, and the rest).

Notifications

• Web CRM now has Settings → Notifications (aligned with the field app).
• Clearer customer email reminders for jobs and contracts.
• More team email alert options (including contract signed, document viewed, upcoming job, and invoice overdue).
• Push alerts are personal — each person chooses what they get on their own device.
• Team alerts respect permissions: people only receive alerts for modules they can access, and recipient pickers list eligible teammates only.

Questions or something missing you expected? Email customerservice@praevisio.co. Roadmap context: /docs/releases/planned.