Understanding 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.

What a job ties together

• A property - address, square footage, and access details

• A client - the ordering agent (and an optional secondary agent)

• One or more appointments - dates, times, and assigned photographers

• Services, packages, and fees - the order and its total

• Invoices - what's owed, paid, and the payment record

• Tasks - work you assign manually or create through workflows

• A linked listing - where you upload media and deliver to the client

When you create a job, Photeria creates its listing automatically. The two share the address, so editing it on one updates the other.

Track work and payment separately

Job progress tells your team where the order stands. Appointment status tracks each visit, while payment status reflects the balance owed. Completing a visit does not complete the whole job.

See Tracking job progress for how to use these together.

Delivery

Delivery lives on the listing, not the job. Sending the delivery email marks the listing delivered; you can re-deliver any number of times. See Delivering a Job.

Finding jobs

The Jobs page lists everything, with tabs for each progress state. Search by address or client, and filter by photographer, client, or brokerage.

Archiving vs. deleting

• Archive hides a job from the active list but keeps everything; un-archive any time.

• Delete permanently removes it. Jobs with recorded payments can't be deleted, so archive those instead to protect your records.

See Task Management for details on the task system.