Settings

App settings

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

Open Settings → App Settings in the web CRM. These options control tenant-wide workflow defaults used across jobs, invoices, and documents. 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

Set defaults that apply when you create new invoices—payment terms, footer notes, and related preferences—so every invoice starts consistent. You can still override values on individual invoices.

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.