Managing your jobs in Picsello is simple and helps keep your workflow organized and efficient. Here’s how you can keep track of your jobs and update their statuses:

Active Jobs

A job will remain active until you manually mark it as complete or archive the job.

Completing Jobs

When you mark a job complete, it means you’ve finished the shoot and delivered the gallery to your client. Please note: Marking a job as complete does not restrict your client’s access to their images. They can still view their gallery and order prints.

Archiving Jobs

Archiving a job will remove client access to the gallery. This option is perfect for when you want to prevent further image viewing or orders. If you prefer to allow access for a limited time, you can adjust the expiration date for the gallery directly in the app.

Sorting and Filtering Job

To keep your job page organized, navigate to the Jobs section of the app. You can sort and filter your jobs by:

• Active: Jobs you’re currently working on or have not yet marked as complete.

• Completed: Jobs where the shoot and gallery delivery are done, but clients still have gallery access.

• Overdue: Jobs where the payment is overdue.

• Archived: Jobs where the client no longer has access to the gallery.

You also can filter jobs by job type, shoot date too.

If sometimes you just quickly need to pull up a client's job, head to the search bar and type in your clients name!

By staying on top of managing your jobs and updating their statuses, you ensure that your job page reflects the most relevant and up-to-date information, making it easier to focus on your current tasks!

When you're in the Your Jobs section of your Picsello account, you can click on the title of the jobs and view the job details.

The job overview page provides a snapshot of everything associated with the job, for example:

The Jobs page contains a lot of information that you can utilize throughout the stages of a job, to track progress and eventually complete the job.

At the top right of the "Jobs" page, you can take advantage of the "actions" pulldown to quickly send an email to your client, edit the job name, archive*, or complete* the job.

*Complete job

*Archive job

The type of photography package associate with a job is listed at the top of the overview.

Messages exchanged between you and your client will display in the inbox section. You can also compose emails directly from this section.

In the Proposal Details section of the job, you will have access to the following:

The date, time, and location of the photo session will display on the right side of the overview section.

The Finances section provides a quick glance at the amount paid and owed. You can also view and download invoices from this section.

In the Activity History section you can see account activity including payments, signed contract and questionnaire, and corresponding dates.

The Manage Your Galleries section gives you an overview of the photo galleries associated with the job and provides access to the following:

Under the Package tab, you will see the package details associated with the job:

The pricing column outlines the cost of the photography package, cost per image, the number of digital images that are included at no additional charge, and other details you've designated for this package. Click "edit" to the right of the package section to make any changes.

Under the automations tab, you can take advantage of a video walkthrough with prompts which describe how personalized email automations work.

Automations make it easier for you to manage communications with your clients pre and post photoshoot. Adjust timing, start, stop, edit, and version emails for the photography types you offer. That is right - email automation sequences can be customized for your specific business workflow and client needs!

Under the "documents" tab, you can manage and view all of your photography documents for a job in one place! At the bottom of the documents section, you can upload additional files you want to associate with this job.

To see what the client sees when they receive each of these documents, simply click on "view":

Under the "Finances" tab, you will see the amount paid and the amount pending for a specific photography session. From the right side of the screen, you can easily view or download an invoice.

Picsello makes it easy to send reminders to your photography clients regarding unpaid balances or other financial details. Click on "Send reminder" and an email window will open for your convenience.

Use the "Actions" pulldown to go to your Stripe billing account or to mark the job as paid.

The final tab on the "Jobs" page is for private notes.

With Picsello's "Jobs" section, you can streamline the organization of your photo sessions, details, and business management efforts, consolidating everything in a single platform! There has never been a better way to efficiently and successfully manage your photography business!