Manager Manual

This manual is for the owner or manager running a team on MoreSignedDeals. It covers setting your team up, reading the jobs your reps send you, changing prices, and handling the day-to-day stuff — in the order you'll actually do it. Your app was built around your price book, your discount ladder, and your colors; nothing in here changes a number unless you change it yourself.

1. The lay of the land

The app has four tabs. Your reps see three — HOME, QUOTE, PRICING. You see a fourth, MANAGER, because your sign-in has manager access. Everything internal — commissions, floors, the jobs your reps send — lives behind that tab and nowhere else. Nothing on the Quote or Pricing screens ever shows a customer a commission or floor figure, and neither does any document the app produces.

The app opens on Home. At the bottom of the Home screen is the account bar: who you're signed in as, the Privacy saver picker, Help, and Sign out. It lives on Home only, on purpose — sign-out should never sit under a working thumb mid-appointment.

The app works offline. Quotes, price changes, and sends all store on the device and sync the next time there's a signal and the app checks in. Nothing waits for a connection to work at the kitchen table.

2. Setup, in order

Do these three things first and the rest of this manual is just daily use.

1. Build your roster. On the Manager screen, open Add New and add every person who will touch the app — reps and management team alike. Every person gets their own sign-in: name, email, phone, and a temporary password you choose. Two choices on that form matter:

• Manager access — defaults to No. Yes gives the person the Manager tab: your jobs, your roster, your prices. Give it to people who run drop calls and nobody else.
• Add to pricing screen contacts — appears when manager access is Yes. Yes seats the person on the Call / Text / Email sheet your reps see on the Pricing screen. These are your drop contacts — the people a rep can reach mid-appointment.

2. Check your prices. Your price book was loaded from your intake before go-live. Open Rates → Current Prices (bottom of the Manager screen) and spot-check the items your reps sell most. If something's wrong, §7 shows the change path.

3. Check your Settings. In Settings on the Manager screen, set Jobs to display — how many jobs the Manager screen lists before "Show All Jobs" (5, 6, 7, or 10).

After that: tell each person their email and temporary password, and have them sign in once before their first appointment.

3. Your roster: add, edit, deactivate

Team on the Manager screen lists everyone, with their email, role, phone, and whether they're active.

• Edit opens the person's card: name, email, phone, title, manager access, pricing-screen contact seat, and password (see §4). Changes save to the whole team at the next check-in.
• Call / Text / Email buttons on a card hand off to your phone's own apps. The app never calls or records anything itself.
• Deactivate is the kill switch. A deactivated person keeps working offline until their device next checks in — it never cuts someone off mid-appointment — and at that check-in their device shows "Device not authorized." Use Reactivate on the same card to undo it. You can't deactivate yourself.

A seat on the pricing screen's contact sheet belongs to manager access: turn someone's manager access off and their contact seat goes with it.

4. Passwords — you reset your reps'

There are no password-reset emails and your reps should never be sent to us. You reset your own people's passwords, in the app:

Team → the person's Edit card → type a new password in the password field → Save.

The old password stops working the moment the change saves. Hand the new one over the way you'd hand over anything else on the job — in person or on a call, not in a group text.

Your own password changes the same way, on your own card in Team. The only account we ever touch from our side is the top-level owner account itself, and only through the process in §14.

5. The Manager screen and the jobs your reps send

Jobs Sent by Reps sits at the top of the Manager screen — it's the live part of your day. When a rep sends a job, an alert appears at the top of the screen naming the customer, what happened, and the rep. Tap Dismiss once you've seen it.

Each job is a card. Collapsed, it reads: customer, list price, current price, the rep, and the date and time of the last thing that happened to it. Tap the card to open the full picture:

• Position, band, and commission at the current price — where the job sits on your ladder and what it pays.
• Distance to Par and to the cost floor, if your pay plan uses them.
• Discounts given, each one named with its amount, and the total.
• The quote lines — what was actually sold, item by item, including any misc charges.
• The job's history — every save and send, time-stamped. A job sent for the drop call is stamped Sent for drop call.

Use the Rep filter to look at one rep's jobs at a time, and Export All Jobs (CSV) when you want the whole list in a spreadsheet.

One thing to know: a job only reaches this screen when the rep Sends it from the Pricing screen. Reps can also save jobs locally on their own devices — those are theirs, they never appear here, and that's by design.

6. The drop call

The flow is built around one moment: the rep is at the table, the price needs a decision, and it needs one now.

Why a third person at all: a further discount means more when it comes from somebody who wasn't already in the room. Your rep has given everything he is allowed to give — if he suddenly finds another few thousand on his own, everything he said before it starts to look made up. A drop from you carries weight precisely because you are the only one who can offer it. In most pay plans that drop lives deep in the structure, from around Par down toward Cost — which is exactly why it was never the rep's to give.

1. The rep taps Send to Manager on the Pricing screen. The job lands on your Manager screen with its real numbers and a Sent for drop call stamp.
2. The rep then taps Call, Text, or Email on the same screen and picks you (or whoever holds the contact seat) from the sheet.
3. You open the job card, see exactly where the price sits — list, current, position on the ladder, commission — and make the call.

If the rep had no signal, the job queues and sends itself when the signal comes back; the rep's screen tells them which happened.

Three parts of the drop call are yours to set with your reps — they are house rules, not app settings, and every company runs them a little differently:

• How fast an answer comes. Decide what a rep should expect — you pick up live, or you call back within so many minutes — and hold to it. A rep at the table can't stall forever.
• What the rep says while waiting. Conversation that keeps the moment warm without discussing your numbers. The rep can't mention ladder position, commission, or distance to Par or Cost out loud — those stay on your screens, which is why the job is sent before the call.
• What happens if nobody answers. A second name on the contact sheet, or the rep holds at the current price and moves on — pick one, and make sure every rep knows it before he needs it.

Set them once, say them plainly, and the drop call runs the same way no matter which rep is at the table.

7. Changing prices

You can change any price in your book, yourself, in the app. The path is deliberately a few steps deep — prices shouldn't change on a stray thumb:

Manager screen → Rates → Current Prices → Change on the item → type the new price → Save.

• One item per pass. Saving drops you back at the Manager screen; go in again for the next one.
• Before anything is written, a confirmation shows the exact change — old price → new price — and asks you to confirm. Back out and nothing changes.
• The change takes effect immediately, and every change is written to the Price change log under Rates on the Manager screen, with who changed it and when. Export Change Log (CSV) takes it out as a spreadsheet.
• If a new price trips the app's sanity check against your pay plan, you'll get a warning and a Save anyway button. Read the warning — it usually means a typo — and save anyway only if the price is really what you meant.

The other road is the paid price-book update service: send us the new book and we load it for you. Self-edit is free and immediate; the update service is for whole-book changes you don't want to type.

8. Highlighted lead products

Some items in your book carry a green stripe on the Quote screen and sort to the top of their group — your lead products, the ones you want led with. Those highlights came from your price sheet at intake. They're yours to change:

Rates → Current Prices → Change on the item → tick "Highlighted — a lead product" → Save.

The toggle rides the same save and the same old → new confirmation as a price change. Highlights show on reps' quote screens only. They never appear on anything a customer sees — not the scope sheet, not the customer document.

9. Deleted jobs and restoring them

Delete Job on a job card removes it from the jobs list after a confirmation. It isn't gone: it moves to Deleted Jobs on the Manager screen, with who deleted it and when, and restores from there in one tap.

Deleting a job here doesn't touch the rep's device. If the rep still has the job saved locally, it's still on their phone — your list and their device are separate copies.

10. Settings

The Manager screen's Settings panel holds one setting: Jobs to display (5, 6, 7, or 10) — how many jobs show before the list folds into "Show All Jobs."

Everything else people call a setting lives where it's used: a person's details and access on their Team card, prices under Rates, the Privacy saver at the bottom of your own Home screen.

11. Backup and restore

Home → Backup & Restore → Backup Everything writes one file holding your saved jobs, saved estimates, the current quote, and your pricing settings. Store it somewhere that isn't the phone — email it to yourself, put it in your files.

Restore from a backup file puts it all back, all-or-nothing: the file is checked before anything changes, you confirm, and the backup replaces what's on the device. Restore is a recovery tool, not a way to merge two phones.

12. Customer paperwork — what they never see

From any saved job on Home, Document produces the customer document and CSV the internal spreadsheet. The rules are hard-coded, not settings:

• The customer document lists the work and the scope. No commission, no floor, no internal figure of any kind — ever.
• Misc charges (one-off items the rep added outside the price book) appear by description only. The amount never shows on the scope sheet or the customer document; it lives in the job's numbers and the internal CSV.
• Review Scope on the Pricing screen shows the same customer-safe list before anything is sent.

13. Your first year: styling sessions and price updates

Your term includes 3 styling sessions in year one — use or lose. Sessions not used by your first anniversary expire.

A styling session is where your app's look changes: layout, surfaces, colors, type, density — the flavor choices from your onboarding menu. Collect your reps' feedback as they sell with the app (what reads well, what thumb misses, what they'd move) and bring it to the session; the changes get made there, from that feedback.

Styling sessions are styling only. Price changes are never part of one — those are your in-app edits (§7) or the paid update service, same as any other day. Included price-book updates and their pricing are in your agreement.

14. When something's wrong

• A rep can't sign in — reset their password (§4). If they see "Device not authorized," they've been deactivated or the device hasn't checked in; check their card in Team.
• The app looks broken on a phone — open Help at the bottom of the Home screen and tap Report a Problem. It sends us the device's error log — messages and version numbers only. Your prices, jobs, and customer names are never in it.
• Everything else — email support@moresigneddeals.com.

[JEFF: confirm the support terms to print here — SUPPORT.md currently proposes business hours Eastern, email only, one business day response, same-day for "nobody can sign in." Print them as commitments or adjust.]

If the problem is the top-level owner account itself — locked out, the owner left, the email changed — that's the one thing support handles directly. The request comes from the account's email of record, we verify it against your intake record, and the new temporary password is handed over on a live call, never by email alone.