Your First Job

A job is the core unit of work in Photeria: a photography engagement at a single property, where the order, appointments, services, and invoice all live together. This guide walks you through creating one.

Before you start

You can create a job from scratch, but it goes faster if your Services and packages are already set up under Ordering so you can pick them as you go. You can always add services later on the job. Likewise, you can search for an existing client or create a new agent right inside the job form.

Creating the job

Start a new job from the New Job button on the Jobs page or the Quick Actions widget on your dashboard. A five-step dialog walks you through it:

1. Order Details - pick the packages and services you'll provide. Enter square footage if any service uses sqft-tiered pricing, set quantities for quantity-based services, and apply a discount if needed. The total updates as you go.
2. Questions - answer any intake questions attached to the services you picked, so your photographer arrives prepared. Skipped automatically if none apply.
3. Property - enter the address (it autocompletes), plus unit number, square feet, and how the photographer gets in (agent, lockbox, or owner). Add access notes for gate codes, alarms, pets, and the like.
4. Client - link the ordering agent. Search for an existing one, or switch to New Client to create a new agent (and optionally a new brokerage) on the spot. Add a secondary agent if the listing is co-listed.
5. Appointments - schedule the shoot. For each appointment, set the date, time, photographer, and which services it covers. Add multiple appointments when a shoot is split across visits or photographers, for example a daytime shoot plus a twilight return. Sun-dependent services respect your Sunset Appointment Mode under Settings → Scheduling.

Click Create Job to finish.

Job progress

You move a job through four stages manually: Pending, In Progress, Completed, and Archived. Update it from the Jobs page or the job detail page. Separately, each appointment has its own status (Scheduled, Arrived, Shot) that the photographer updates on the day of the shoot.

What happens next

The job appears in the assigned photographer's Upcoming Jobs widget. Once they mark the appointment Arrived and then Shot, it's ready for editing and delivery. When the media is uploaded and the listing is marked delivered, the client gets an email with a link to view and download.

Managing your job

Click any row on the Jobs page to open the job detail page, where you can edit the order, property, and appointments, change progress, view the invoice and record payments, and review the activity log. To find a job later, use the status tabs, search by address or agent, or filter by photographer, client, or brokerage.

Deleting vs archiving

You can't delete a job that's already received payments, so archive it instead. Archiving hides it from the main list but keeps it accessible.

Next steps

• Set up your Services and Packages under Ordering to speed up future jobs.
• Invite your team under Team → Members and assign them Service Types.
• Configure branding and domains under Settings so client-facing emails and pages look like yours.