Settings

    Company settings

    Configure logo, company info, address, and business hours in Bounty CRM.

    Open Settings → Company in the web CRM. These values brand your PDFs, emails, and customer-facing portals. Complete this tab before you send your first estimate or invoice.

    Logo

    Upload your company logo from the Company tab. Use a clear horizontal or square mark; the CRM resizes it for documents and previews. You can preview how branding appears on estimates, invoices, and related surfaces before saving.

    Company info

    • Legal or trade name as it should appear on customer documents.
    • Phone, email, and optional website for the letterhead / footer.
    • Optionally include your website link in customer emails (estimates, invoices, jobs, contracts, and receipts).
    • Optionally ask for a Google review on payment receipt emails — paste your Google review or Maps link and turn the toggle on.
    • Keep the public-facing email accurate—customers reply to what they see on documents and portal pages.

    Address on documents

    Set the business address and choose whether it appears on customer documents. When on, it prints on estimate, invoice, and contract PDFs — including accept/sign portals and payment receipts. When off, the address is omitted from those documents (phone and email still show).

    Business hours

    Define open days and hours for your company. Hours inform scheduling context and help the team stay aligned on when work is expected. Toggle individual days and set start/end times per day as needed.

    Workflow defaults (signature, timezone, invoice defaults, job auto-complete, and staff email alerts) live under App Settings. See /docs/settings/app. Personal preferences live under Profile: /docs/settings/profile.

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