Lesson 4 of 7 · 5 min

Reviewing Shoot Details and Notes Before You Shoot

Know exactly where to find the package brief, visit schedule, shoot notes, and customer notes so nothing gets missed on site.

Reviewing Shoot Details and Notes Before You Shoot

Video coming soon

4/7

Lesson Notes

01

Every job in Vremly carries a structured brief that the project manager or customer fills in before dispatch. Opening the Details sub-tab inside the Task tab on the webapp surfaces all of it in a single scrollable panel. At the top: property address, scheduled time, estimated duration, and priority (Standard or Rush). Below: the Shoot Dates section, which lists the primary scheduled appointment plus any follow-up visit rows (each row shows the visit type — Initial, Follow-up, Re-shoot — and its status: Scheduled, Completed, Pending Approval). Below that: a compact invoice status strip and the shoot notes fields.

02

Two notes fields are especially important for field work. The first is the internal Notes field, set by your project manager or admin — it carries instructions like 'Use the side entrance, owner's code is 1234' or 'HDR bracketing only, no flash'. The second is Customer Notes, supplied by the agent at the time of booking — it captures the customer's own requests such as 'Please skip the basement laundry room' or 'Staging company arrives at noon'. Both appear at the bottom of the Appointment tab in iOS OrderDetailView as clearly labelled NOTES and CUSTOMER NOTES cards.

03

The Package and Media Types fields tell you exactly what deliverables are expected from this shoot. A typical entry might say 'Standard Photography + Drone' with media types: Photo, Drone. This determines which equipment to bring and what counts as a complete job. If the package includes a virtual tour or floor plan, you will also be using the iOS capture app for measurement — covered in the ios-handoff lesson. Never leave a property without producing every media type listed on the job.

04

The Schedule card on iOS (inside the Appointment tab) is the most important thing to read after you've arrived. It shows every appointment associated with the project — the primary scheduledTime plus all visit rows, sorted chronologically. If the customer proposed a reschedule that is in PENDING_APPROVAL status, it appears here too so you know not to leave early. Actual Duration (if the job has been marked complete before) and Estimated Duration appear below the schedule list as reference points for pacing your work.

05

If a job carries a JobRequirementsPanel (visible to admins/PMs on the detail page), it lists any required certification level and equipment kit for this specific shoot. As a technician, you can read this panel to confirm you are the right match for the job. If you are missing a required cert or kit, surface that to your dispatcher before heading out — not after you arrive.

Key Takeaways

  • The Details sub-tab (webapp) and Appointment tab (iOS) are your complete pre-shoot brief.
  • Notes = internal project manager instructions; Customer Notes = customer requests made at booking.
  • Package and Media Types define the deliverables — never leave a property without covering all of them.
  • The Schedule card on iOS shows the full visit history including any pending reschedule proposals.
  • Certification and kit requirements are visible on the job detail — confirm you qualify before driving out.
Related documentation at docs.vremly.com