Understanding 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.

What is a job?

A job represents a single photography order for a property. It ties together everything you need for that shoot:

• A property - the address, square footage, access instructions, and entry method
• A client - the agent (and optional secondary agent) who ordered the shoot
• One or more appointments - dates, times, and assigned photographers
• Services, packages, and fees - the order line items and total
• An invoice - what the client owes, how much they've paid, and the payment record
• Tasks - internal work items assigned to staff (edit photos, upload to gallery, etc.), generated automatically from task templates linked to services
• A linked listing - where you upload photos, videos, 3D tours, and floor plans, and where you deliver to the client

When you create a job, Photeria automatically creates a listing for it. The two are linked by address and share data, so updating the address on the job also updates it on the listing.

Three independent statuses

A job carries three statuses, and they work independently of each other.

1. Job progress (you set this manually)

• Pending - not yet started
• In Progress - work is underway
• Completed - delivered and wrapped up
• Archived - hidden from the main list

You change progress on the Jobs list or on the job detail page. Progress does not auto-calculate from appointments; it's entirely up to you. Most teams move a job to In Progress as soon as they start scheduling or shooting, and to Completed once the client has received their deliverables and paid.

2. Appointment status (per appointment)

Each appointment under a job has its own status:

• Scheduled - booked, hasn't happened yet
• Arrived - photographer is on-site
• Shot - on-site work complete

Update it from the appointment card on the job detail page. Appointment statuses don't drive job progress, but they're important for your team's day-to-day coordination.

3. Payment status (automatic)

Updates automatically whenever a payment is recorded:

• Unpaid - no payments recorded
• Partial - some paid, balance remaining
• Paid - full total paid (or $0 total)

Delivery

Delivery lives on the listing, not the job. When you click Deliver Listing on the listing detail page and send the delivery email, the listing is marked as delivered.

A listing is either delivered or not. You can re-deliver any number of times to resend the email.

The Jobs list

The main Jobs page shows a table of all your jobs with columns for:

• Date - first scheduled appointment date and time
• Address - property street and city/state
• Client - agent assigned to the job
• Team - avatars of the photographers on the appointments
• Progress - Pending, In Progress, Completed, or Archived
• Payment - Unpaid, Partial, or Paid
• Total - invoice total (services + packages + fees − discount + tax)

Filter by the tabs at the top (All Jobs / Pending / In Progress / Completed / Archived). Search by address or client. Apply additional filters for photographer, client, and brokerage.

Archiving vs. deleting

• Archive - hides the job from the active list. It still exists and can be un-archived at any time. Nothing is lost.
• Delete - permanently removes the job. Jobs that have recorded payments can't be deleted - archive those instead.

Where jobs fit in the bigger picture

Jobs are the central hub that connects clients, properties, appointments, listings, invoices, and tasks. Everything flows through the job.

See Task Management for details on the task system.