Help Center

Ordering Projects

Going Over the Dashboard

In this video we'll go over the dashboard where you can easily see your active projects, completed projects, pending projects, and archived projects.

Towards the top right you'll see if you owe any balances on any current projects, which you can then navigate too and find the appropriate project you wish to pay the balance on.

Underneath the number of active, complete, pending, and archived projects you'll see your most recent projects that you can easily navigate to if you need to add any additional information about the project, download media, flyers, property websites and more.

Underneath the most recent projects you'll see featured services, which provides you with a list of services your photographer may offer to you at a discounted rate in case you wish to use those on any of your upcoming projects.

Ordering Projects

Placing an Order with Your Service Provider

In this video we'll go over how to easily order a photography shoot with your photographer.

Once you're logged in and on your dashboard, scroll until you see the 'Place a New Order' button. You can also place a new order by going to the left navigation select 'projects' and then towards the top right you'll see a button 'new project'.

On this page you'll fill in the details of the property you would like to place an order for including address, square footage, description, owner occupied, mls code, lockbox information and anything else you feel the photographer should know to complete their job appropriately.

Typically the more information the photographer has here the better, so they can estimate time, details for their shoot, and get into the property easily.

Once you have the appropriate details filled out select the package you would like for the property. Here you can also add any addons you would like for the property. This could be aerial footage, video footage, twilight photos, or even marketing items to promote your property further.

After you have selected what you would like done on this particular shoot you can go ahead and choose an appropriate time based on the photographer's calendar availability.

This eliminates the constant back and forth communication of trying to decide on a time that's appropriate for you both, saving you both time!

Once you have selected a time for the photographer to shoot the property you will now be able to place your order and pay on the spot or wait for an invoice from your photographer. This depends on both you and the photographer's own preferences and relationship.

Ordering Projects

Adding & Editing Order Details

In this video we'll go over the 'Go to Order' card on the project elements map. When you select a specific project you'll notice the project elements map screen appears.

On the 'Go to Order' card you'll first see which photographer team member is assigned the task to your project. If needed you can also click to reschedule that specific task for that photographer here.

The next card you'll see is labeled 'Property Address'. You can choose to override that location at the bottom if you would like to use a lat/long location instead of an address. The override location is required if the address does not exist.

You must choose a validated address from the dropdown or the geographic location may not be accurate.

Off to the right you'll see 'Package + Addons'. Here you can make edits to the package or addons if you wish to add more for that particular property or switch packages.

Below 'Package + Addons' you'll see 'Property Details' this tells the size of the property and will be helpful to the photographer so they know about how much time it will take to shoot that specific property.

Below 'Property Details' you'll see 'Project Notes and Client Notes' Here you can see any specific notes you wrote about the order that the photographer should know about in advance.

Off to the left you'll see 'Listing Information'. This will give the description of the property, price range, and MLS listing number.

Below 'Listing Information' you'll see 'Instructions'. Here you'll tell the photographer how to get on the property and if a lockbox or gate code is needed and if the property is owner occupied or not.

Ordering Projects

Make Payments & Download Invoices

In this video we'll go over the 'Go to Billing' card on the project elements map. This is where you'll see your total balance due, invoice history and make a payment if you need to.

Off to the left you'll see a card titled 'Credit Card'. Here you can enter you card details and choose to remember card details to process payments. You can process your payment to pay for the order here.

Off to the right you'll see 'Order and Payment' history. Here you can download the invoice or email the invoice at the top to keep for your accounting records.