Managing Job Details

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.

Opening a job

From the Jobs page, click any row to open the detail page. The layout:

• Left column - Appointments and Property cards
• Right column - Client, Invoice, and Tasks cards
• Bottom - Activity log showing every change on the job

The job header shows the address, progress dropdown (Pending / In Progress / Completed / Archived), and quick-action buttons.

Property card

Shows the address, square footage, entry method, and access details.

Editing the address

1. Click Edit in the top-right of the Property card.
2. The Property & Access dialog opens with current values pre-filled.
3. Update the address via autocomplete (or manually adjust street, city, state, zip).
4. Update unit number or square footage if needed.
5. Click Save.

The address is stored on the linked listing, so changes propagate automatically.

Quick actions

Below the address:

• Copy - copies the full address to your clipboard
• Directions - opens Google Maps for turn-by-turn navigation

Access details

In the Property & Access dialog you can update:

• Entry method - Agent, Lockbox, or Owner
• Lockbox code - shown only when entry method is Lockbox. Displayed in a large, easy-to-read format on the detail page.
• Access notes - free-text for gate codes, parking instructions, pet notes, etc. Long notes are truncated with a "Read more" link.

Client card

Shows the assigned agent's name, phone, and avatar.

Changing the client

1. Click Edit on the Client card.
2. Search for a different agent.
3. Click to select.

Contacting the client

Quick-action buttons on the card:

• Call - opens your phone dialer
• Text - opens a new SMS
• Email - opens the Compose Email dialog inside Photeria (logs to the job activity log)

Client notes

If the agent's profile has notes attached (set on the Agents page), they appear below the contact buttons on every job for that client. Great for preferences like "always prefers morning shoots" or "24-hour notice required."

Secondary agent

If a secondary agent is set, they're listed below the primary client.

Appointments card

Lists every appointment on the job. Each appointment card shows:

• Date and time
• Duration - calculated from the services assigned
• Assigned photographer with avatar
• Services - badges for each service covered by that appointment
• Status dropdown - Scheduled / Arrived / Shot
• Notify button - send icon to manually send a schedule notification to the client

Adding an appointment

1. Click Add in the card header.
2. Pick date, time, photographer, and which services belong to this visit.
3. Save.

Photeria prompts you to send a notification email to the client.

Editing an appointment

1. Click the pencil icon on the appointment.
2. Update date, time, photographer, or service assignments.
3. Save.

If you change the date or time of a scheduled appointment, Photeria shows a dialog asking whether to notify the client about the reschedule. You can Send Notification or Skip.

Deleting an appointment

Click the trash icon and confirm. Any services previously assigned to the deleted appointment become "Unassigned" and can be moved to another appointment.

Moving services between appointments

• Unassigned section - dropdown next to each service lets you pick an appointment
• Edit dialog - check/uncheck services on any appointment

Updating appointment status

Each appointment has a Status dropdown right on the card. Change it as the shoot progresses:

1. Scheduled → Arrived (when the photographer shows up)
2. Arrived → Shot (when on-site work is complete)

Appointment status doesn't change job progress, so update job progress manually in the header if needed.

Invoice card

The Invoice card shows the job's billing information. Its appearance depends on whether an invoice has been created.

Before invoice creation

If the job doesn't have an invoice yet, a Create Invoice button appears. Click it to create one.

After invoice creation

Once an invoice exists, the card shows:

• Every line item (services, packages, fees)
• Discount line (editable)
• Tax (if non-zero)
• Total, Amount Paid, Balance Due
• View Invoice - opens the full invoice detail page
• Send Invoice / Send Reminder - opens the Compose Email dialog. Label changes to "Send Reminder" after the first invoice email is sent.

See Client Invoicing for the full invoicing workflow.

Tasks card

If the job has tasks (created from task templates linked to the job's services), a Tasks card appears between the services section and the property card.

The card header shows "Tasks" with a badge counting pending tasks. Tasks are listed in due-date order with pending tasks first, then completed.

Each task shows:

• Checkbox - check to complete, uncheck to reopen.
• Task name with a service badge (e.g., "HDR Photography").
• Assignee - avatar and name, or "Unassigned."
• Due date - overdue tasks show in red.
• Instructions - expandable section with task details, if provided.

Completed tasks show with strikethrough text and reduced opacity.

See Task Management for the full guide on setting up and using tasks.

Job header actions

Depending on the state of the job, the header offers:

• Preview Listing - opens the public property website in a new tab
• Listing - jump to the listing detail page where you manage media and deliver
• Progress dropdown - change Pending / In Progress / Completed / Archived
• More menu (three-dot) - Archive, Restore (if archived), or Delete (if no payments)

Activity log

At the bottom of the page, the Activity Log shows a chronological feed of everything that's happened on the job: edits, status changes, emails sent, payments recorded, and deliveries.