Settings

App settings

Configure authorized signature, regional defaults, invoice / estimate / contract defaults, job auto-complete, and staff email alerts in Bounty CRM.

Open Settings → App Settings in the web CRM (on the field app: Settings → Workflow). These options control tenant-wide workflow defaults used across jobs, invoices, and documents. Changes save as you make them. Company identity (logo, name, address, hours) stays under Company.

Authorized signature

Add a company signature image or drawn signature used where documents expect a company sign-off (separate from customer e-sign on contracts and accept flows). Update it when ownership or branding changes.

Timezone, date format, and currency

Regional settings control how dates and money appear across the CRM and on customer documents.

• Timezone — Schedules, job times, and timestamps follow this zone.
• Date format — Choose how dates render on UI and PDFs.
• Currency — Line items, totals, and payment displays use this currency.

Invoice defaults

Payment terms (Net 15/30/60, Due on Receipt) set the due date on new invoices. Invoice terms text pre-fills the Payment Terms field. Separate from estimate and contract defaults.

Collect customer signature on in-person payment — When enabled, the customer pay link opened from a handoff QR or staff handoff flow requires a signature before recording payment. When off, the signature block is hidden on handoff pay (staff-recorded payments are unchanged).

Estimate defaults

Validity (days) sets Valid until on new estimates. Estimate terms text pre-fills the Payment Terms field on new estimates.

Collect customer signature on accept — When enabled, standalone estimate accepts (no bundled contract) require customer e-sign and ESIGN consent. Bundled estimate+contract accepts always require signature regardless of this toggle.

Contract defaults

Company-wide contract terms used when you generate a contract from a template that has no template-level default terms.

Jobs auto-complete

When enabled, jobs that become incomplete after their scheduled end stay incomplete for the number of hours you set (for example 168 = 7 days), then are automatically marked completed. A paid invoice after the job ends can complete the job immediately without waiting for the window.

Staff email alerts

Choose which staff members receive email notifications for important events (for example estimate accepted or invoice paid). Only users with notification access appear in this list. On mobile, team alert preferences live under Notifications.

Use the search field in the settings page header to jump to any settings section. Company branding is documented at /docs/settings/company.