Creating a job

Creating a job is the core workflow in Photeria. A job represents a single photography shoot at a property. This guide walks you through creating your first one, step by step.

Before you start

You do not need to set up anything in advance to create a job, but having these things configured will make the process smoother:

• Services and packages: If you have already set up your photography services on the Ordering page, you can select them when creating a job. If not, you can always add services later.
• Clients: If the real estate agent is already in your system, you can search for them during job creation. Otherwise, you can add a new client right from the job form.

Opening the job creation dialog

There are three ways to start creating a new job:

1. From the Dashboard: Click the New Job button in the Quick Actions widget.
2. From the Jobs page: Click the New Job button in the top-right area of the Jobs page.
3. Quick navigation: Go to the Jobs page and the dialog will open automatically if you arrived via the "New Job" quick action link.

The job creation dialog walks you through five steps. You can move between steps using the Back and Next buttons at the bottom, or by clicking the step indicators at the top.

Step 1: Order Details

This is where you choose what services you will provide for the shoot.

• Packages: If you have set up service packages, you will see them listed as cards. Click on a package to select it. The package bundles multiple services together at a set price.
• Individual services: Below the packages, you will see individual services you can add. Check the box next to each service you want to include.
• Square footage: If any of your services or packages use square-footage-based pricing, enter the property size to calculate the correct price.
• Discount: You can apply a custom dollar discount to the order if needed.

The total price updates automatically as you make selections.

Step 2: Questions

If your services have any associated intake questions (for example, "Does the property have a pool?" or "Are there any pets on site?"), they will appear on this step. Answer each question to help your photographer prepare for the shoot.

If there are no questions configured for the selected services, this step will be skipped or appear empty.

Step 3: Property

Enter the property address where the shoot will take place.

• Address: Start typing the street address. Photeria uses address autocomplete to help you find the right property quickly. Once selected, the city, state, and zip code will fill in automatically.
• Unit number: If the property is in a multi-unit building, enter the unit number.
• Square feet: Enter the property size if you did not already provide it in Step 1.
• Entry method: Choose how the photographer will access the property: Agent (the listing agent will provide access), Lockbox (enter the lockbox code), Open (the property is open/unlocked), Other (add a note explaining access).
• Property notes: Add any special instructions about the property that the photographer should know.

Step 4: Client

Link the job to a client (typically the listing agent who ordered the shoot).

Selecting an existing client

• Use the search box to find an existing client by name or email.
• Click on their name to select them.

Adding a new client

If the client is not in your system yet, switch to the New Client tab and fill in:

• First Name and Last Name
• Email Address
• Phone Number
• Company (optional, search for an existing company or type a new one)

The new client will be created automatically when you save the job.

Additional agents: You can also add a secondary agent to the job if multiple agents are involved in the listing.

Step 5: Appointments

This is where you schedule the actual shoot.

• Click Add Appointment to create a new appointment slot.
• For each appointment, set:

• Date: Pick the shoot date using the date picker.
• Time: Enter the start time for the appointment.
• Photographer: Assign a team member to the appointment. If you are a solo photographer, select yourself.
• Services: Choose which services this appointment covers. This is useful when different services are shot at different times or by different photographers.
• Notes: Add any notes specific to this appointment.

You can add multiple appointments if the job requires more than one visit (for example, daytime photos and a separate twilight shoot).

Saving the job

Once you have completed all the steps, click the Create Job button. Photeria will:

1. Create the listing (property record) with the address and details you entered
2. Create the job linked to that listing
3. Add the selected services and packages
4. Create the appointment(s) with assigned photographers
5. Link the client to the job

You will be taken back to the Jobs page where your new job will appear in the list.

What happens next

After creating the job, here is what to expect:

• The job starts in "Scheduled" status. It will move through stages as the work progresses: Scheduled, Arrived, Shot, Editing, and Delivered.
• Your assigned photographer will see the job in their upcoming jobs list on the dashboard.
• The client can view the job and its status through the client portal once media is delivered.

Managing your job

Click on any job in the Jobs page table to open its detail view. From there you can:

• Edit job details, services, and appointments
• Upload and manage photos and videos
• Update the delivery status
• View and manage invoices
• Archive or delete the job

Filtering and finding jobs

The Jobs page has several tools to help you find what you need:

• Status tabs: Filter by All Jobs, Scheduled, Arrived, Shot, Delivered, or Archived.
• Search bar: Search by property address or client name.
• Photographer filter: Filter jobs by assigned photographer using the dropdown.

Next steps

Now that you have created your first job, explore these areas to get the most out of Photeria:

• Set up your services and packages on the Ordering page to make job creation faster.
• Invite your team on the Team page so you can assign photographers to jobs.
• Customize your Settings to add your company branding, configure your domain, and set up scheduling preferences.