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Team management

Managing service types

Service Types categorize what each team member can do: Photography, Videography, Drone, Virtual Staging, and so on. (Previously called "Skills".) They're what Photeria uses to figure out who's qualified to shoot a job.

Written By David Dayan

Service types describe the work a team member can perform, such as photography, video, or drone photography. Assign the same type to a service and the team members who can provide it so Photeria can offer qualified photographers when scheduling.

Add a service type

  1. Open Team → Service Types.

  2. Select Add Service Type.

  3. Enter a name and select Create Service Type.

Service types with their assigned services and team members

Built-in system types cannot be deleted. To remove a custom type, use its delete action. It is also removed from the team members who had it assigned.

Assign work to qualified team members

  1. Open Team → Members and select a member's name.

  2. Expand Service Types on their profile.

  3. Select the types of work they can do and select Save Changes.

A team member can have several service types. To classify the work itself, open the service under Ordering → Services and choose its Service Type.

You need Team: Manage to create service types and assign them to members, and Services: Manage to change a service's type.

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