Sales App Guide

The A Grade Sales app is the shared workspace for preparing, saving, and printing company invoices and proposals. Use it from a desktop or laptop when possible so the editor and full-page preview can remain visible together.

Open The App And Sign In

1. Open sales.agradecontracting.com.
2. Enter the email address for your assigned account.
3. Enter the password provided to you privately.
4. Select Sign in.

The client accounts are:

Use your own account so document activity remains associated with the correct person. Passwords should not be added to documents, email threads, or this documentation.

If the password is no longer available, select Forgot password, submit the same email address, and follow the link sent to that inbox. Contact the A Grade administrator if you cannot access the account's inbox.

Understand The Dashboard

After sign-in, the dashboard opens the shared A Grade document workspace. Gina, Gary, and Jonathan see the same company collection rather than separate browser-specific copies.

The dashboard provides:

• Counts for saved documents, invoices, and proposals.
• A workspace total for documents that use an aggregate total.
• Search by customer, project, or document number.
• Filters for all documents, invoices, or proposals.
• Commands to open, duplicate, or archive an existing document.
• Commands to start a new invoice or proposal.

A pricing sheet can intentionally display Options instead of a total when its rows are alternative rates rather than charges that should be added together.

Create An Invoice Or Proposal

1. Select New invoice or New proposal.
2. Choose the template closest to the work being priced.
3. Wait for the new draft to open in the editor.
4. Confirm the document type and date before entering customer details.

The available invoice starting points include blank, deposit, quantity and unit pricing, and optional add-on layouts. Proposal starting points include blank, tiered pricing, unit pricing, and package-with-options layouts.

The document store assigns the official invoice or proposal number when the draft is created. Do not reuse a number from another document. Multiple team members can create documents without producing duplicate numbers.

Complete The Editor

Work down the editor while watching the live page preview:

1. Document details: Confirm the date, terms or validity period, and footer label.
2. Bill to / Prepared for: Enter the customer company, contact, email, and address.
3. From / Prepared by: Review the A Grade company details. Change them only when required.
4. Project: Add the property, building, unit group, or other useful project description.
5. Line items: Enter the work description, supporting detail, quantity, and unit price.
6. Optional add-ons: List separately priced choices and include one in the total only when it is part of the selected work.
7. Notes and schedule: Record exclusions, assumptions, delivery details, or installation timing.
8. Acceptance: For proposals, confirm whether the signature block should be shown and name the accepting party.

Use the up and down arrow controls to reorder line items. Use the trash control beside a line item or add-on only when that row should be removed.

Totals And Pricing Options

Keep Show aggregate total enabled when all line items should be added together, such as a normal invoice or a complete package proposal.

Disable it for rate cards or pricing tables where the customer chooses between rows. The preview and dashboard will identify the document as pricing options instead of presenting a misleading combined amount.

Save Your Work

Select Save draft after meaningful changes and before leaving the editor. The status text in the top bar confirms when the draft has been saved to the shared workspace.

The live preview updates while typing, but preview changes are not durable until Save draft succeeds. If the app asks whether to leave with unsaved changes, remain in the editor and save unless you intentionally want to discard them.

Print Or Save A PDF

1. Save the latest changes.
2. Select Print / PDF.
3. In the browser print dialog, choose the printer or Save as PDF.
4. Use Letter paper and the browser's default scale unless the preview indicates otherwise.
5. Review every page before printing or sending the PDF.

The editor preview and printed document use the same document data. Save first so the shared record matches the PDF that was issued.

Reuse Or Retire A Document

Use Duplicate when a new invoice or proposal should start from an existing job. The duplicate receives a new database-assigned document number; edit the customer, date, scope, and pricing before saving or issuing it.

The dashboard's trash action archives a shared document. Archiving removes it from the active list without hard-deleting the business record. Confirm the document number carefully before proceeding.

How Shared Document Storage Works

At a practical level:

• Supabase is the authoritative document store.
• Gina, Gary, and Jonathan work from the same A Grade project and document list.
• Each save travels through the Sales API and updates the shared record.
• Document numbers are reserved centrally and remain unique.
• The app checks the version being edited before accepting a save.
• Remote mode never substitutes old browser-local examples when loading fails.

The workspace does not currently update another person's open browser in real time. Return to the dashboard and reopen a document to load its latest saved version before making a second round of changes.

If two people edit the same document, the first successful save advances its version. A later save from an older copy is rejected instead of overwriting newer work. When that happens, keep the tab open long enough to note the intended changes, return to the dashboard, reopen the latest document, and reapply those changes.

Troubleshooting

The Shared Workspace Does Not Load

Select Retry. If the problem continues, confirm the internet connection and report the message shown on screen. The app intentionally does not open unrelated browser-local data as a fallback.

Sign-In Is Rejected

Confirm the complete email address, remove accidental spaces, and retry the provided password. Use Forgot password when necessary rather than creating another account; public registration is disabled.

A Save Is Rejected

Another user may have saved a newer version. Note the unsaved changes, return to the dashboard, then reopen the shared document and reconcile them against the latest saved version.

The PDF Does Not Match The Intended Price

Cancel printing, review quantities and unit prices, verify optional add-ons, and confirm whether Show aggregate total should be enabled. Save again before reopening the print dialog.

End A Session

Before closing the browser, confirm the latest document says it was saved to the shared workspace. Use Sign out when working on a shared or public computer.