Understanding Jobs

Jobs are the core of your workflow in Photeria. Every photography order is a job, and everything else, clients, properties, appointments, listings, invoices, and tasks, flows through it.

What a job ties together

• A property - address, square footage, and access details
• A client - the ordering agent (and an optional secondary agent)
• One or more appointments - dates, times, and assigned photographers
• Services, packages, and fees - the order and its total
• An invoice - what's owed, paid, and the payment record
• Tasks - internal work items for staff, generated from templates linked to services
• A linked listing - where you upload media and deliver to the client

When you create a job, Photeria creates its listing automatically. The two share the address, so editing it on one updates the other.

Three independent statuses

A job carries three statuses that work independently. Understanding the difference is the key to tracking your business accurately.

Job progress is yours to set: Pending, In Progress, Completed, or Archived. It never auto-calculates from appointments, so it reflects exactly where you decide the job stands. Most teams move to In Progress when scheduling starts and Completed once the client has their deliverables and has paid.

Appointment status is per appointment: Scheduled, Arrived, or Shot. It tracks on-site progress for your team's coordination and doesn't drive job progress.

Payment status is automatic: Unpaid, Partial, or Paid, based on payments recorded against the total (a $0 total counts as Paid).

For how to use these together, see Tracking Job Status.

Delivery

Delivery lives on the listing, not the job. Sending the delivery email marks the listing delivered; you can re-deliver any number of times. See Delivering a Job.

Finding jobs

The Jobs page lists everything, with tabs for each progress state. Search by address or client, and filter by photographer, client, or brokerage.

Archiving vs. deleting

• Archive hides a job from the active list but keeps everything; un-archive any time.
• Delete permanently removes it. Jobs with recorded payments can't be deleted, so archive those instead to protect your records.

See Task Management for details on the task system.