Your First Job

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.

Before you start

You don't need to pre-configure anything to create a job, but having these in place will make the process smoother:

• Services and packages - if you've already set these up under Ordering, you can pick them when creating the job. Otherwise you can add services later on the job detail page.
• Clients - if the agent is already in your system you can search for them. Otherwise you can create a new agent right from the job form.

Opening the job creation dialog

Three ways to start:

1. Dashboard - click New Job in the Quick Actions widget.
2. Jobs page - click the New Job button in the top-right.
3. Quick navigation - some shortcut links (for example from the sidebar) will open the dialog automatically.

The dialog walks you through five steps. Use Back / Next or click the step indicators at the top to jump around.

Step 1: Order Details

Pick what services you'll provide.

• Packages - if you have packages configured, they appear as cards. Pick one to bundle its services together at the package price.
• Individual services - add any additional standalone services.
• Square footage - if any of your services or packages use sqft-tiered pricing, enter the property size so the correct tier is applied.
• Quantity - for quantity-based services (for example, number of photos or number of twilight shots), enter the quantity.
• Discount - apply a one-off dollar or percentage discount.

The total updates live as you make changes.

Step 2: Questions

If any of the selected services or packages have intake questions attached (for example, "Is the property occupied?" or "Are there pets on site?"), they appear on this step. Answer each one so your photographer is prepared.

If no questions apply, this step is skipped automatically.

Step 3: Property

Enter the property address.

• Address - start typing and Photeria will autocomplete the address. Selecting a suggestion fills in city, state, and zip automatically.
• Unit number - for multi-unit buildings.
• Square feet - if you didn't already set it in Step 1.
• Entry method - how the photographer will access the property:
  • Agent - the listing agent will meet the photographer
  • Lockbox - enter the lockbox code
  • Owner - the owner will let the photographer in
• Access notes - any special instructions (gate codes, alarm notes, pet locations, etc.).

Step 4: Client

Link the job to the ordering agent.

Selecting an existing agent

Search by name or email, then click to select.

Adding a new agent

Switch to the New Client tab and fill in:

• First Name and Last Name
• Email
• Phone
• Brokerage (optional: search for an existing brokerage or type a new one)

The new agent is created when you save the job.

Secondary agent

Some listings have co-listing agents. Add a secondary agent if needed.

Step 5: Appointments

Schedule the actual shoot.

• Click Add Appointment to create a slot.
• For each appointment set:
  • Date - shoot date
  • Time - start time
  • Photographer - the team member assigned. If you're a solo operator, pick yourself.
  • Services - which services are covered by this appointment (useful when split across multiple visits or photographers)
  • Notes - appointment-specific notes

You can add multiple appointments, for example, a daytime shoot plus a separate twilight return visit. Sun-dependent services (like twilight) respect your Sunset Appointment Mode setting under Settings → Scheduling.

Saving the job

Click Create Job. Your new job appears on the Jobs page, ready to go.

Job progress

Jobs have a four-state progress field that you control manually:

• Pending - not yet started
• In Progress - work is underway
• Completed - media delivered and the job is done
• Archived - hidden from the main list (but never lost)

You update progress from the Jobs page or the job detail page. Within a job, each appointment has its own status (Scheduled → Arrived → Shot) that photographers update on the day of the shoot.

What happens next

• The job shows up in the assigned photographer's Upcoming Jobs widget on their dashboard.
• Once the appointment date arrives and the photographer marks it Arrived and then Shot, the job is ready for editing and delivery.
• When media is uploaded and the listing is marked delivered, the client gets a notification email with a link to view and download.

Managing your job

Click any row on the Jobs page to open the job detail page. From there you can:

• Edit order details, services, packages, and fees
• Edit property details and entry info
• Edit or add appointments
• Change job progress (Pending / In Progress / Completed / Archived)
• View the invoice, record payments, and send invoice emails
• See the activity log of everything that's happened on the job

Filtering and finding jobs

The Jobs page has:

• Status tabs - All Jobs, Pending, In Progress, Completed, Archived
• Search - property address or agent name
• Filters - by photographer, client, or brokerage

Deleting vs archiving

• You can't delete a job that's already received payments, so archive it instead.
• Archiving removes the job from the main list but keeps it accessible.

Next steps

• Set up your Services and Packages under Ordering to speed up job creation.
• Invite your team under Team → Members and assign them Service Types.
• Configure branding and domains under Settings so client-facing emails and pages look like yours.