Creating a Job

Creating a new job takes just a few minutes. Photeria walks you through a step-by-step wizard that captures everything you need: the services being ordered, property details, client information, and appointment scheduling.

How to Open the New Job Dialog

There are two ways to start creating a job:

1. Go to the Jobs page and click the New Job button in the top right (on desktop) or at the top of the page (on mobile).
2. Navigate directly to the Jobs page with ?new=true in the URL, and the dialog opens automatically.

Step 1: Order Details

This is where you choose what the client is ordering.

• Select a package if the client wants a bundled set of services. Packages group multiple services together at a discounted price. Click on a package card to select it.
• Select individual services by checking the boxes next to each service you want to include. Services are organized by category.
• If a service or package uses square-footage-based pricing, you will be prompted to enter the property's square footage so the correct price tier is applied.
• You can apply a custom discount by entering a dollar amount in the discount field.

Once you have selected at least one service or package, click Next to continue.

Step 2: Questions

If your organization has set up intake questions (for example, "Is the property occupied?" or "Are there any pets?"), they appear on this step.

• Answer each question as needed. Some questions may adjust pricing based on your response.
• You can skip questions that are not relevant.

If no questions have been configured, this step is skipped automatically.

Step 3: Property

Enter the property details for the shoot.

• Address - Start typing and select from the autocomplete suggestions. The address is automatically parsed into street, city, state, and zip code. Latitude and longitude are captured for mapping.
• Unit number - If the property is in a multi-unit building, enter the unit number separately.
• Square footage - If not already entered in Step 1, you can add it here.
• Entry method - Choose how the photographer will access the property:
  • Agent - The agent will be present to let the photographer in
  • Lockbox - There is a lockbox on the property. Enter the lockbox code in the field that appears.
  • Owner - The property owner will provide access
• Access notes - Add any special instructions for getting into the property (gate codes, parking info, specific doors to use, etc.)

Step 4: Client

Assign a client (agent) to the job. You have two options:

Existing Client

• Use the search field to find an existing agent by name or email
• Click on their name to select them
• You can also add a secondary agent if two agents are collaborating on the listing

New Client

• Switch to the New tab
• Enter the client's first name, last name, email, and phone number
• Optionally select their brokerage from the dropdown
• The new client profile is created when you save the job

Step 5: Appointments

Schedule one or more appointments for the shoot.

• Click Add Appointment to create a new time slot
• Date - Select the appointment date using the date picker
• Time - Choose a time from the available slots (8:00 AM through 6:00 PM in 30-minute increments)
• Photographer - Assign a team member to this appointment. Only staff who are marked as "accepting orders" appear in the dropdown.
• Services - Select which services from the order should be performed during this appointment. This is useful when different services happen on different days (for example, photos on Monday, drone footage on Tuesday).

You can add multiple appointments if the shoot needs to be split across days or team members.

Saving the Job

Once you have completed all the steps, click Create Job to save. Photeria will:

1. Create the job record with all property and client details
2. Create a linked listing for future media uploads
3. Save all selected services and packages with their prices
4. Create the scheduled appointments with photographer assignments

You will be taken back to the Jobs list where your new job appears.

Sending a Confirmation Email

After creating a job with an appointment, Photeria may prompt you to send a confirmation email to the client. This email includes the appointment date, time, and property address so the client knows when to expect the photographer.