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Roadmap

David Dayan

Everything you need to set up your Photeria account and start managing your first photography jobs.

Getting Started

Photeria is a management platform built for real estate photography businesses. Whether you run solo or lead a team, it brings your jobs, clients, invoices, listings, scheduling, and billing into one dashboard.

Welcome to Photeria

Create a Photeria account for your photography business, activate a team invitation, or recover access to an existing account.

Creating Your Account

Use the dashboard to see what needs attention, open common workflows, and arrange widgets around the way you run your business.

Using and Customizing the Dashboard

A job is one photography assignment for a property. It keeps the order, appointments, services, invoice, and delivered media together.

Your First Job

Find records and start common tasks from anywhere in Photeria with Global Search.

Finding Anything with Global Search

Photeria notifies you about new orders, photographer assignments, paid invoices, and other events that need your attention. You decide which ones you get and whether they arrive in the app, by email, or both.

Notifications

Create, manage, and track photography jobs from scheduling through delivery.

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.

Understanding Jobs

Creating a job takes a few minutes through a five-step wizard. Start it with New Job from the Jobs page or the dashboard Quick Actions. Move between steps freely; Photeria skips the Questions step if none of your selected services use questions.

Creating a Job

Once a job exists, the job detail page is where you view and edit everything on it: the property, the client, appointments, the invoice, tasks, and a full activity log of every change.

Managing Job Details

Photeria separates three kinds of status on every job so you can track your business the way it actually runs. They're independent of each other, which is the whole point: each answers a different question.

Tracking Job Status

Every job's invoice is built from three kinds of line items: services, packages, and custom fees. Here's how each works and how to manage them.

Services, Packages, and Fees

Tasks are the internal work items your team completes to fulfill a job, things like "Edit Photos," "Upload to Gallery," or "QC Video." They keep your post-shoot workflow organized and accountable without manual hand-offs.

Task Management

Delivery is the final step: it emails the client a branded message with links to download their media and view the property website, and stamps the listing as delivered.

Delivering a Job

Schedule shoots and view your calendar with availability and drive-time awareness.

Appointments

The Appointments calendar is your visual schedule of every upcoming shoot. It plots each appointment on a time grid, shows the drive time between properties, and shades the hours when no photographer is free, so you can read your week at a glance and spot open slots. Find it

The Appointments Calendar

Manage property listings, upload media, customize sections, and configure public listing pages.

Listings

Understand how jobs and listings connect, where to find listings, and how delivery status works.

Understanding Listings

Listing details are the property info that appears on the public website: the title, description, price, quick facts, and amenities. You'll find them in the Listing Details section of a listing. Click Save after editing.

Managing Listing Details

Photos are the heart of any listing. This guide covers uploading, ordering, visibility, and the hero slideshow.

Uploading and Organizing Photos

Photeria has a built-in editor so you can make quick fixes to listing images without opening separate software. Hover a photo and click the edit (wand) icon to open it. You can adjust the look, crop, blur, and add text in any combination before saving.

Editing Photos

Beyond photos, you can showcase a property with videos, 3D virtual tours, and floor plans. Each is its own section on the listing and the website, and all of them support reordering, renaming, hiding, and deleting (in bulk too). See Customizing Listing Sections for section

Adding Videos and 3D Tours

Every listing is built from sections, and they're the building blocks of both your editing workspace and the public property website. You can reorder them, show or hide them, add new ones, and rename them. The order on the admin page is the order on the website.

Customizing Listing Sections

Add upcoming showing dates to a listing so buyers know when they can visit in person. They show up on the property website automatically.

Managing Open Houses

These settings control who can see your listing's property website and downloads, what its URL is, and how it looks. Visibility toggles and URLs live on the listing detail page; all visual design happens in the Website Editor.

Listing Settings and SEO

Create and send client invoices, choose when payment is collected, configure invoice settings, and manage payments.

Client Invoicing

Find, review, send, share, and track the payment status of client invoices.

Managing Client Invoices

Record cash, check, bank transfer, and other payments received outside online checkout.

Recording a Manual Payment

Choose when clients pay, set invoice terms and emails, add sales tax, and select payment processors.

Configuring Client Invoicing

Set up services, packages, pricing, and order pages so your clients can book shoots.

Ordering

Create services with fixed, tiered, or quantity pricing, then connect scheduling and workflow settings.

Creating and Managing Services

Combine services into packages, set package pricing, and control how the offer appears to clients.

Creating and Managing Packages

Create required or optional order questions, configure answer choices, and connect them to the right services.

Creating Order Questions

Set service and package prices and appointment durations by property size.

Set Up Square Footage Pricing

Create negotiated service and package prices, then assign them to agents or brokerages.

Creating and Assigning Pricing Catalogs

Create checkout discounts, set eligibility rules, and share coupon codes or order links.

Creating and Sharing Coupons

Create order forms with the right services, packages, checkout steps, visibility, and sharing options.

Creating and Managing Order Forms

Follow the client ordering flow from selecting services through scheduling and confirmation.

How Clients Place Orders

Manage your agents, brokerages, and client contacts.

Customers

Manage agents and brokerages, update client details, and access client records.

Managing Clients

Notes turn an agent's profile into a lightweight CRM. Instead of one cramped field, you keep a running history of separate, dated entries, preferences, call summaries, special instructions, anything worth remembering. Each note records when it was created and last edited, so you

Keeping Notes on an Agent

An account manager is someone you invite to help run your account, such as an assistant or a transaction coordinator. Once they accept, they can view your listings, download media, and place orders on your behalf, all without needing your login. Anything they do appears as if

Account Managers

Add team members, assign roles and permissions, manage skills, and set photographer availability.

Team Management

The Members page is your team roster: invite photographers, set roles, assign Service Types and service areas, and remove people who leave. Find it under Team → Members.

Managing Team Members

Roles control what each team member can see and do. Rather than configure permissions person by person, you build roles with the right permissions and assign them. Find them under Team → Roles.

Roles and Permissions

Service Types categorize what each team member can do: Photography, Videography, Drone, Virtual Staging, and so on. (Previously called "Skills".) They're what Photeria uses to figure out who's qualified to shoot a job.

Managing Service Types

Availability drives scheduling. Each team member sets their working hours and, optionally, connects Google Calendar so Photeria only offers times they're actually free.

Photographer Availability

Tasks track post-shoot work across your team: photo editing, gallery uploads, delivery emails, video QC, and the like. They're generated automatically from templates you configure, so nothing slips through the cracks.

Managing Tasks

Compensation plans define how your team gets paid. A plan bundles per-service payout rates, a mileage rate, and a same-appointment rate. Build a plan once, assign it to as many members as you like, and those rates feed Payroll so payouts calculate themselves. Find plans under

Team Compensation

Payroll is where you review what each team member has earned and mark their payouts as paid. As appointments are completed, Photeria tallies what each photographer is owed from their compensation plan, so you always have a running total of who needs paying, with no spreadsheet

Payroll

Create marketing materials from templates and manage design templates for your organization.

Marketing

Agents create professional marketing materials (flyers, social posts, brochures, and more) for their listings from pre-built templates, then customize them in a built-in design editor. Most of the work is already done: when you start from a template, your listing's data fills in

Creating Marketing Materials

Marketing templates are the designs your agents use to make flyers, social posts, brochures, and other property marketing. Your staff build the templates; agents create designs from them in the client portal. Find them under Templates → Marketing.

Managing Marketing Templates

Build email templates with sections, smart content, variables, real-data previews, sender details, and test sends.

Creating and Managing Email Templates

Text-message templates for customer notifications like appointment reminders, delivery alerts, and invoice reminders.

SMS Templates

Learn about public listing pages and how to set up custom domains for individual properties.

Property Websites

Build a listing website with sections, customize its design, preview it, and publish it.

Building and Publishing a Property Website

Buy a domain for a listing or connect one you already own, verify DNS, and manage its status.

Adding a Custom Domain to a Property Website

How your clients use the portal to view listings, download media, and pay invoices.

Client Portal

Book shoots, work with listings, manage invoices, and update your account from the client portal.

Using the Client Portal

How clients browse their listings and download photos, videos, floor plans, and virtual tours from the portal.

Viewing and Downloading Listings

Find, review, pay, download, and share invoices from the client portal.

Viewing and Paying Client Invoices

Revenue, client, team, and payment analytics with CSV export.

Reports

The Reports page gives you a read on how the business is doing: revenue, cash collected, jobs, client activity, and team and service performance, all for the period you choose. You can also export any of it as a CSV. Find it under Reports in the sidebar.

Connect Photeria with Stripe, Google Calendar, Dropbox, and custom email domains.

Integrations

Connect an AI assistant like Claude or ChatGPT to Photeria and run parts of your business by chatting with it. Once connected, you can ask it to look up jobs, listings, and account details, or edit listing text, in plain English instead of clicking through menus.

Connecting AI Assistants

Sync your Photeria schedule with Google Calendar both ways: events on your Google calendars block scheduling in Photeria, and jobs you schedule in Photeria write to a Google calendar you choose. This keeps you from getting double-booked across your work and personal commitments.

Google Calendar

Connect Dropbox to keep media flowing between Photeria and your own storage. It works two ways: videos you upload in Photeria land in Dropbox, and you can pull finished photos, videos, and floor plans from Dropbox into your listings. Any Dropbox plan works, including free.

Dropbox

Connect Stripe and choose it as the card processor for client invoices.

Stripe Payments

By default, Photeria sends emails from a fallback photeria.io address with your reply-to attached. Verify your own domain to send from something like notify@yourdomain.com instead, for better branding and deliverability.

Email Sending Domain

Connect Titus, enable Pay at Close, and choose how card payments are processed.

Offering Pay at Close with Titus

Configure your company profile, branding, custom domains, service areas, scheduling, and legal pages.

Settings

Your company settings hold your business identity: name, contact details, regional preferences, and social links. These appear in your portal header, emails, invoices, and on your public-facing pages. Manage them at Settings → Company. Save each section before switching tabs.

Company Settings

Set your brand colors, logos, watermark, social image, and client login layout.

Branding Your Account

Custom domains let you use your own web address instead of the default Photeria URLs. You can set one up for your client portal, your property listing websites, and your email sending domain. Manage them at Settings → Domain.

Custom Domains

Service areas define where you provide photography. Each area has its own boundary and optional travel fee. When a client orders, their property address is checked against your active areas to confirm you cover it and to apply the right travel fee. Manage them at Settings →

Service Areas

Scheduling settings shape the ordering experience: whether clients pick their photographer, whether same-day booking is allowed, how much buffer to leave between jobs, and how sun-dependent services are scheduled. Find them at Settings → Scheduling. All of these affect new

Scheduling Settings

Legal settings hold the terms of service your customers must agree to before they can complete an order. Use them to set your usage rights, cancellation policy, and any other terms for your photography services. Manage them at Settings → Legal.

Legal Settings

Invite other real estate media companies to Photeria, and when one signs up with your link, you both get $40 in credits. There's no limit on how many companies you can refer.

Referral Program

Understand Photeria platform charges, manage the saved payment method, and review platform invoices.

Billing

Understand current platform usage, credits, monthly charges, and where to manage Photeria billing.

How Photeria Billing Works

Understand when credits are applied and where to see your current credit usage and balance.

Using Photeria Credits

Add or replace the card used for Photeria platform invoices.

Managing Your Billing Payment Method

Review invoice statuses, pay an open Photeria invoice, and download invoice PDFs.

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