Creating a job

Create a job when your team receives an order outside the client order form or needs to enter an order for a client.

Go to Jobs and select New Job.

Choose the client

Search for the primary agent by name, email, or phone number.

Select New Client at the bottom of the list when the agent is not in Photeria yet. Enter their name, email, phone number, and brokerage. The agent is added to Clients when the job is created.

Add the property

Enter and verify the property address, then add the unit number when needed. Square footage becomes required when a selected service or package uses it for pricing or appointment duration.

Choose how the photographer will enter the property:

• Agent means the agent will provide access.

• Lockbox requires a lockbox code.

• Owner means the property owner will provide access.

Use Property Notes for information the assigned photographer needs, such as parking or building access instructions.

Choose the package and services

Select a package or choose individual services. You can combine a package with additional services and adjust quantities for services sold by unit.

Use Custom Discount in the order summary when this job needs a one-time discount. The subtotal and total update as you change the order.

Answer service questions

Questions connected to the selected services appear in the Questions step. Complete every required question. An answer can also change the order price when the question was configured with an additional price.

Photeria skips this step when the selected services have no questions.

Schedule the appointment

The selected services that require an appointment are added to the first appointment. Choose a photographer, then use Schedule Anytime to enter a date and time directly or use Pick Available Slot to choose from calculated availability.

The duration is calculated from the services assigned to the appointment. You can adjust a service duration for this job when needed.

Use Add Appointment when services need to be split across visits. Each appointment has its own photographer, time, and assigned services. A service can be assigned to only one appointment.

You may create the job with unscheduled services and schedule them later from the job detail page.

Create the job

Turn on Send order confirmation email to client when the client should receive the order details immediately. Select Create Job when the order is ready.

Photeria creates the job and its linked listing together.