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Roadmap

David Dayan

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

Reports

The Reports page surfaces business metrics (revenue, jobs, client activity, team performance) and exports them as CSV. Everything rolls up by month or year and filters by client or brokerage.

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 shows each appointment in a time grid, marks the drive time to and from each property, and shades the hours when no photographer is available, so you can see your week at a glance and spot open slots.

The Appointments Calendar

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 a solo operation or lead a team of photographers, Photeria helps you manage jobs, clients, invoices, listings, and more from one central dashboard.

Welcome to Photeria

How to sign up a new organization, activate a team invite, and reset your password.

Creating Your Account

The dashboard is the first thing you see when you log in. It gives you a quick overview of your business and fast access to the tools you use most. This guide walks you through every section of the admin interface.

Navigating the Dashboard

Creating a job is the core workflow in Photeria. A job represents a photography engagement at a single property, where the order, the appointments, the services delivered, and the invoice all live on the job. This guide walks you through creating your first one.

Your First Job

Global search lets you jump to anything in your business from anywhere in Photeria, with no need to navigate to the right page first. Start typing a name, address, or number, and matching jobs, listings, agents, and more appear instantly. Pick a result and you're taken straight

Global Search

Photeria keeps you up to date with notifications for new orders, photographer assignments, paid invoices, and more. You'll see them in the notification bell at the top of the app, and you can choose where each type lands: in the app, by email, or both. This guide covers reading

Notifications

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

Property Websites

Every listing auto-generates a public-facing property website with photos, videos, 3D tours, floor plans, amenities, and property details in a polished, branded layout. Share the link on yard signs, social posts, MLS, anywhere.

Property Website Overview

Give individual listings their own custom domain like www.123mainstreet.com. Memorable URL for yard signs, flyers, social campaigns.

Custom Listing Domains

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

Marketing

This guide explains how agents create professional marketing materials (flyers, social media posts, brochures, and more) for their listings using pre-built templates and a built-in design editor.

Creating Marketing Materials

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

Managing Marketing Templates

Email templates control the transactional emails your organization sends, including order confirmations, delivery notifications, invoices, and more. Every template has sensible platform defaults; customize any or all.

Email Templates

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

SMS Templates

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

Client Portal

The client portal is where agents and brokerages log in to book shoots, view listings, download media, pay invoices, and manage their account. Fully white-labeled with your org's logo, colors, and domain.

Client Portal Overview

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

Viewing and Downloading Listings

How clients view and pay invoices from the portal.

Paying Invoices

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

Integrations

You can connect an AI assistant like Claude or ChatGPT to Photeria and run your business by chatting with it. Once connected, you can ask the assistant to look up jobs, listings, and account details, or make edits, in plain English instead of clicking through menus. This article

Connecting AI Assistants

Two-way sync between your Photeria schedule and Google Calendar. Events on your Google calendars block scheduling in Photeria; jobs scheduled in Photeria write to your chosen Google calendar.

Google Calendar

Connect Dropbox to sync photos, videos, and floor plans between your Dropbox account and Photeria. Dropbox serves as both an upload destination for videos and a sync source for pulling finals into your listings.

Dropbox

Connect your Stripe account to accept online payments on 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 notify@yourdomain.com (or any local part you pick). Better branding, better deliverability.

Email Sending Domain

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

Settings

Your company settings are the foundation of your account. This is where you manage your organization name, contact details, regional preferences, and social media links. These details appear throughout your portal and on client-facing pages.

Company Settings

Branding settings let you customize the look and feel of your portal, property websites, and client login page. You can upload logos, set brand colors, add a watermark, and configure your login page layout.

Branding Your Account

Custom domains let you use your own web address instead of the default platform URLs. You can set up a custom domain for your client portal, your property listing websites, and your email sending domain.

Custom Domains

Service areas let you define the geographic regions where your organization provides photography services. You can set up multiple areas, each with its own boundaries and travel fee. These areas help manage scheduling and give clients clarity about where you operate.

Service Areas

Scheduling settings control how the ordering experience works: whether clients can pick a photographer, whether same-day booking is allowed, and how sun-dependent services (twilight, golden hour) get scheduled.

Scheduling Settings

Legal settings let you define the terms of service that your customers must agree to when placing an order. This is where you add your business's legal language, usage rights, cancellation policies, and any other terms relevant to your photography services.

Legal Settings

The Referral Program lets you invite other real estate media companies to the platform. When they sign up with your link, you both get $40 worth of credits. No limit on how many referrals you can make.

Referral Program

Manage your agents, brokerages, and client contacts.

Customers

In Photeria, your clients are the real estate agents and brokerages you work with. They're managed on two dedicated sub-pages under Clients in the sidebar:

Managing Clients

Notes turn an agent's profile into a lightweight CRM. Instead of one cramped notes field, you can keep a running history of separate, dated notes for each agent: preferences, call summaries, special instructions, or anything else worth remembering. Every note records when it was

Keeping Notes on an Agent

An account manager is someone you invite to help run your account, such as an assistant, a transaction coordinator, or anyone who handles your listings for you. Once they accept, they can view your listings, download media, and place orders on your behalf, without needing your

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 new photographers, update roles, assign Service Types and service areas, and remove people who leave.

Managing Team Members

Roles control what each team member can see and do. Instead of configuring permissions per person, create roles with the right permissions and assign them to team members.

Roles and Permissions

Service Types categorize what each team member can do: Photography, Videography, Drone, Virtual Staging, etc. (Previously called "Skills"; the concept is the same, the name is just more accurate.)

Managing Service Types

Availability drives scheduling. Each team member sets their working hours and (optionally) connects Google Calendar so Photeria knows when they're free. This guide covers where and how.

Photographer Availability

Tasks let you assign and track post-shoot work across your team: photo editing, gallery uploads, delivery emails, video QC, and more. Tasks are generated automatically from templates you configure, so nothing falls through the cracks.

Managing Tasks

Compensation plans define how your team members get paid. A plan bundles per-service payout rates, a mileage rate, and a same-appointment rate. You build a plan once, assign it to as many team members as you like, and those rates feed into Payroll so payouts can be calculated

Team Compensation

Payroll is where you review what each team member has earned and mark their payouts as paid. As appointments are completed, Photeria automatically adds up what each photographer is owed based on their compensation plan, so you always have a running tally of who needs to be paid,

Payroll

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

Ordering

Services are the foundation of your ordering system. Each service represents a specific offering your business provides, like interior photography, drone video, or virtual staging. This guide walks you through creating services and configuring the three pricing models available.

Setting Up Services

Packages let you bundle multiple services together at a discounted price. They're a great way to encourage clients to book more and simplify their decision-making. This guide covers how to create packages, choose a discount type, and configure all the details.

Setting Up Packages

Questions let you collect extra information from clients during the ordering process. They appear after the client selects their services and before they enter property details. Questions can also adjust the order total based on the client's answer. This guide walks through

Setting Up Questions

Square-footage-based pricing lets you charge different rates depending on property size. Larger properties take more time and effort, so tiered pricing ensures your rates reflect the actual scope of work. This guide covers everything you need to know about setting up and

Sq Ft Based Pricing

Custom pricing catalogs let you charge specific agents or brokerages different prices than your standard rates. Build a catalog once, set per-service and per-package price overrides, then attach it to any client who should get those prices, such as a discounted rate for a

Custom Pricing Catalogs

Coupons are discount codes your clients can use at checkout. Set a dollar or percentage discount, control when the code works and how many times it can be used, optionally limit it to specific services, and even share a link that applies the discount automatically. This guide

Coupons

Order forms are the public-facing forms where clients browse your services and packages, then place an order. You can create multiple order forms with different URLs, each showing a different selection of services. This guide covers how to create and configure them.

Configuring Order Forms

When clients visit your order form, they walk through a guided 6-step process to choose services, provide property details, and schedule their shoot. This article explains each step from the client's perspective so you know exactly what your customers experience.

How Clients Place Orders

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

Listings

Listings are where your deliverables live. Every property you photograph has a listing, and every listing holds photos, videos, 3D tours, floor plans, files, and a public property website. This guide walks you through what a listing is, how it connects to jobs, and how delivery

Understanding Listings

The Listing Details section is where you add the property information that appears on the public property website. This includes the title, description, price, and quick facts like bedrooms, bathrooms, and square footage.

Managing Listing Details

Photos are the heart of any listing. This guide covers how to upload images, reorder them, manage visibility, set up the hero slideshow, and use bulk actions to work efficiently.

Uploading and Organizing Photos

Photeria includes a built-in photo editor so you can make quick fixes to listing images without leaving the app or opening separate software. Adjust the look of a shot, crop it, blur out sensitive details, or add text, then save the result straight back to the listing.

Editing Photos

Beyond photos, Photeria lets you showcase your properties with videos, 3D virtual tours, and floor plans. This guide covers how to add and manage each of these media types.

Adding Videos and 3D Tours

Every listing is built from sections. Sections are the building blocks of your editing experience and of the public property website. You can reorder them, show or hide them, add new ones, rename them, and set their nav labels.

Customizing Listing Sections

The Open Houses section lets you add upcoming showing dates and times to your listing's property website. This helps potential buyers know when they can visit the property in person.

Managing Open Houses

Listing settings control the visibility, URLs, and design of your property website. Most design customization happens in the Website Editor (see Property Website Overview), while toggles and URLs are on the listing detail page.

Listing Settings and SEO

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

Jobs

Jobs are the core of your workflow in Photeria. Every photography order lives as a job. This article walks you through what a job contains, the three statuses attached to it, and how jobs relate to listings.

Understanding Jobs

Creating a new job takes just a few minutes. Photeria walks you through a five-step wizard that captures everything you need: services, questions, property details, client, and appointments.

Creating a Job

Once a job is created you can view and edit everything on it from the job detail page. This article covers the layout, each card, and the actions available.

Managing Job Details

Photeria separates three kinds of status on every job so you can track your business the way it actually runs. This article explains how each one works and how to use them together.

Tracking Job Status

Every job in Photeria has an invoice that is built from three types of line items: services, packages, and custom fees. This article explains how each one works and how to manage them on a job.

Services, Packages, and Fees

Tasks are discrete work items assigned to staff members as part of fulfilling a job. They represent your internal operational workflow, things like "Edit Photos," "Upload to Gallery," "Send Delivery Email," or "QC Video."

Task Management

Delivery is the final step in your workflow. It sends the client a branded email with links to download their media and view the property website, and stamps the listing as delivered.

Delivering a Job

Billing-and-payments

Photeria uses a simple, usage-based model for what you pay the platform. You're charged per listing that gets photographed, and charges are bundled into a monthly invoice. This guide covers how platform billing works so there are no surprises.

How Billing Works

Photeria uses a credit system so new organizations can shoot listings without being charged while they ramp up. This article covers how credits work, how they're applied, and where to track usage.

Credits and Usage

Photeria uses Stripe to process all platform payments. You add or change the card on file from the Billing page.

Payment Methods

The Invoice History section on the Billing page is a complete record of every platform invoice Photeria has generated for your organization. This guide covers viewing, understanding, paying, and downloading those invoices.

Managing Platform Invoices

Client invoices are what you bill your real estate agents for photo services. Client invoices live on the Invoices page in the sidebar and on each job's detail page.

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