How It Works | Bounty CRM

The Bounty Lifecycle

Click each step to explore our 4-step system

Step 1

Capture & Organize

Contacts & jobs

Store customers, sites, and job context in one CRM instead of scattered spreadsheets and threads.

Payments & messaging

Connect Stripe for payments and SendGrid for email. SMS/Twilio is coming later; QuickBooks sync is on the beta roadmap.

Step 2

Dispatch & Document

Scheduling

Assign and reschedule jobs on a calendar so dispatch stays visible to the office and crew.

Field tools

Use the mobile field app for job details, notes, photos, and timekeeping while work is in progress.

Step 3

Close & Bill

Estimates & invoices

Create quotes, send them to customers, and convert approved estimates into invoices when you're ready to bill.

Payments & contracts

Collect with Stripe when connected, and use contract templates with e-sign for service agreements.

Step 4

Review & Improve

Operational views

Use dashboards and records to see jobs, billing activity, and team workload as the business runs day to day.

Time & labor

With Timekeeping, review day clocks and job labor so payroll and job costing stay grounded in what was worked.

Continuous Optimization Loop

Powerful CRM Features

Everything you need to manage customer relationships and grow your business effectively

Feature

Contacts & jobs

Keep customers, sites, and job history in one CRM so the office and field share the same records.

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Contacts & jobs

Keep customers, sites, and job history in one CRM so the office and field share the same records.

Estimates & invoices

Build quotes and invoices, send them to customers, and convert approved estimates when you're ready to bill.

Jobs & dispatch

Schedule and assign work on a calendar, update status in the field, and keep dispatch visible to the team.

Email

Send transactional email when SendGrid is connected—estimates, invoices, and alerts from the CRM. SMS is coming later.

Timekeeping

Day attendance clocks, per-job labor tracking, and timesheets—included on Professional and Business, or as an add-on.

Contracts & mobile

Service agreement templates with e-sign, plus a phone-friendly field app for jobs, contacts, and billing on the go.

Built for your industry

Whether you're HVAC, plumbing, electrical, or landscaping, Bounty works exactly how you do

Industry

HVAC

Seasonal job scheduling
Service contracts
Job photos & notes

HVAC

Seasonal job scheduling
Service contracts
Job photos & notes

Plumbing

Priority dispatch
Estimates & invoices
Field documentation

Electrical

Job checklists
Site records
Team assignments

Landscaping

Crew scheduling
Multi-site jobs
Site photos

Stripe & SendGrid live · SMS/Twilio coming later · QuickBooks on the beta track

One platform, built for field service.

Open job addresses in Google Maps for navigation from the office or the field.

Google Maps

Open job addresses in Google Maps for navigation from the office or the field.

SendGrid

Send transactional email from the CRM when SendGrid is connected. SMS via Twilio is coming later.

Stripe Payments

Accept payments and send professional estimates and invoices.

QuickBooks

Accounting sync is planned for the beta track. Shown as coming soon under Integrations today—nothing syncs yet.

FAQ

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