Mobile Features

Quick Reference

A complete guide to what you can do with the ShootPath mobile apps. From viewing your dashboard to managing jobs on the go, this article covers every feature available on mobile.

Primary Features:

• Dashboard with metrics and today's sessions
• Job list with filtering and search
• Job detail view with timeline and tasks
• Lead management and responses
• Calendar with week/month views
• Client contact information
• Workflow task completion
• Notifications and alerts

Read vs. Write:

• Read - View nearly everything (jobs, leads, clients, calendar, galleries)
• Write - Limited updates (task completion, notes, status changes)
• Create - Very limited (new notes, simple records only)

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Detailed Guide

Dashboard Features

The Dashboard is your mobile command center—open the app and immediately see what needs your attention today.

Hero Metrics

Revenue MTD (Month-to-Date)

The large number at the top shows your revenue for the current month. This includes:

• Paid deposits
• Final payments received
• Mini session bookings

It does NOT include:

• Unpaid invoices (even if overdue)
• Pending payments
• Future scheduled payments

Why it matters: Quick glance at whether you're hitting your monthly income goals.

Active Jobs Count

Shows how many jobs are currently in "Production" status (not yet complete).

Example: If you have 12 active jobs, you see "12 Active Jobs" in the dual metric view.

Use case: Understand your current workload. If this number climbs too high, you might be overcommitted.

New Leads Count

Shows how many new inquiries have come in this month.

Use case: Track marketing effectiveness. If new leads are low, it might be time to increase marketing efforts or launch a promotion.

Today's Sessions

What you see:

A list of all jobs with sessions scheduled for today, displayed as cards.

Each card shows:

• Client name
• Job type (Wedding, Portrait, etc.)
• Session time (e.g., "2:00 PM - 4:00 PM")
• Location (city or full address)
• Job status indicator

Tap any card to open the full job detail page where you can:

• See session address and directions
• Review client questionnaire responses
• Check workflow tasks
• View timeline of all activity

Empty state:

If you have no sessions today, you'll see:

"No Sessions Today Your calendar is clear for today"

This is a good sign—maybe it's an editing day, or you're taking time off!

Needs Attention

What appears here:

Jobs that require your action show up as "action items" with specific prompts:

• Unsigned contract - "Client hasn't signed contract yet"
• Overdue payment - "Payment due 3 days ago"
• Pending questionnaire - "Waiting for questionnaire response"
• Gallery not delivered - "Gallery ready but not sent to client"
• Session happening soon - "Session in 2 days—confirm details"

Tap any action item to go directly to that job and handle the issue.

Why this matters: You don't have to remember what needs follow-up. The app surfaces it automatically.

Empty state:

If nothing needs attention (lucky you!), this section doesn't appear on the dashboard.

Upcoming This Week

What you see:

Jobs with sessions scheduled in the next 7 days, sorted by date.

Shows up to 5 upcoming sessions. If you have more than 5, tap "View All" to see your full calendar.

Use case:

• Check what's coming up over the weekend
• Confirm equipment needs for upcoming sessions
• Mentally prepare for the week ahead

Pull to Refresh

How it works:

On the Dashboard (or any list screen), pull down from the top to force a data refresh.

When to use:

• You just booked a new job on desktop and want to see it on mobile
• You suspect data is stale
• You've been offline and just reconnected

Visual feedback:

You'll see a spinning indicator while the app syncs, then it updates with the latest data.

Sync Status Indicator

At the very top of the Dashboard, watch for a small status bar:

• Green with checkmark - "Synced" - Data is current
• Yellow with warning - "Sync delayed" - Slow connection
• Red with X - "Sync failed" - No internet or server error
• Spinning circle - "Syncing..." - Update in progress

If sync fails:

Try:

1. Check internet connection
2. Pull to refresh manually
3. Close and reopen the app
4. Log out and log back in

Jobs List and Filtering

Access: Tap the Jobs tab (camera icon) at the bottom.

Jobs List View

What you see:

All jobs in your account, displayed as scrollable cards.

Each job card shows:

• Client name
• Job type badge (Wedding, Portrait, etc.)
• Job number (e.g., "JOB-1234")
• Session date and countdown ("Session in 5 days")
• Payment status ("Paid in full" / "Deposit paid" / "Payment overdue")
• Job status (Production or Complete)

Scroll to browse all jobs. The list loads in batches for performance, so keep scrolling to see older jobs.

Filtering Jobs

Tap the filter icon (usually funnel icon at top right) to narrow the list.

Filter options:

By Status:

• Production - Active jobs in progress
• Complete - Finished jobs (delivered and archived)
• All - Both production and complete

By Job Type:

• Show only Weddings
• Show only Portraits
• Show only Corporate jobs
• Or any custom job type you've configured

By Payment Status:

• Paid in full
• Deposit paid (balance due)
• Payment overdue
• No payment yet

Multiple filters:

Apply multiple filters at once. For example:

• Production jobs + Weddings only = See all active weddings
• Complete jobs + last 30 days = See recently completed work

Clear filters:

Tap "Clear All Filters" to return to the full jobs list.

Searching Jobs

Tap the search bar at the top of the Jobs list.

Search by:

• Client name ("Smith")
• Job number ("JOB-1234")
• Job type ("wedding")
• Location ("Austin")

Real-time results:

As you type, the list narrows to matching jobs instantly.

Example:

Type "wed" → See all wedding jobs Type "Smith" → See all jobs for clients with "Smith" in their name Type "JOB-1250" → Jump directly to that job

Sorting Jobs

Tap the sort icon (usually arrows up/down) to change sort order.

Sort options:

• Session date (soonest first) - Default, shows upcoming sessions at the top
• Created date (newest first) - Most recently created jobs first
• Client name (A-Z) - Alphabetical by client last name
• Job number (descending) - Newest job numbers first

Why sorting matters:

• Preparing for this week? Sort by session date.
• Looking for a recent job? Sort by created date.
• Finding a specific client? Sort by name.

Job Detail View

How to open: Tap any job card from the Jobs list, Dashboard, or Calendar.

The Job Detail view is the heart of mobile—all job information in one scrollable page.

Overview Section

At the top of the job detail:

• Client name and avatar
• Job type badge
• Job number
• Session date and countdown (e.g., "Session in 3 days")
• Overall status (Production or Complete)

Quick actions:

Buttons for common tasks:

• Call Client - Tap to dial the client's phone number
• Message Client - Opens your default messaging app
• View in Calendar - Jumps to the calendar view for this session
• Share Job Link - Copy the portal link to share with the client

Session Details

What you see:

• Date and time - When the session is scheduled
• Duration - How long the session is (e.g., "2 hours")
• Location - Full address or location name
• Directions - Tap to open in Maps (Apple Maps on iOS, Google Maps on Android)

If no session is scheduled yet:

You'll see "No session scheduled" with a note that this needs to be set on desktop.

Updating session details:

Mobile apps currently do NOT support editing session dates or locations. Use desktop to change these.

Workflow Tasks

What you see:

A list of all workflow tasks for this job, grouped by status:

• Completed - Tasks you've already done (green checkmarks)
• In Progress - Tasks available to work on now
• Pending - Tasks blocked by dependencies (grayed out)

Each task shows:

• Task name (e.g., "Send Booking Confirmation")
• Description or instructions
• Due date (if applicable)
• Dependencies (what must be done first)

Mark a task complete on mobile:

1. Tap the task to open it
2. Read details to confirm completion
3. Tap Mark Complete
4. Task moves to the Completed section and syncs immediately

Why this is powerful:

After finishing a photo session, you can immediately mark "Conduct Photo Session" complete from your phone in the car. No need to remember later.

Cannot do on mobile:

• Reorder tasks
• Add new tasks to the workflow
• Edit task descriptions

Those require desktop.

Timeline & Activity

What you see:

A chronological feed of everything that's happened on this job:

• Job created - When the job was first booked
• Contract sent - When the contract was emailed to the client
• Contract signed - When the client signed
• Payment received - Each payment transaction
• Workflow tasks completed - When you marked tasks done
• Notes added - Any notes you or the client added
• Emails sent - Messages sent via ShootPath
• Gallery delivered - When you sent the gallery link
• Status changes - Job status updates

Scroll down to see the full history from newest (top) to oldest (bottom).

Why this matters:

Quickly answer questions like:

• "When did I send the contract?" → Check timeline
• "Did the client pay the deposit?" → Look for payment entries
• "What's the status of this job?" → Scan recent activity

Read-only:

You cannot edit or delete timeline entries on mobile. The timeline is a factual record of events.

Pricing & Payments

What you see:

• Total job price (e.g., "$3,500")
• Amount paid (e.g., "$1,500")
• Amount due (e.g., "$2,000")
• Payment status (Paid / Partially paid / Overdue)

Payment details:

Tap View Payments to see:

• Each payment received (date, amount, method)
• Outstanding invoices (due dates, amounts)
• Payment schedule (if applicable)

Record a payment (simple cases):

For simple cash/check payments, you can record them on mobile:

1. Tap Record Payment
2. Enter amount
3. Select payment method (Cash, Check, Zelle, Venmo, etc.)
4. Add optional note
5. Save

The payment syncs immediately and updates the balance.

Cannot do on mobile:

• Send invoice links
• Edit invoice details
• Modify payment schedules
• Issue refunds

Use desktop for these.

Client Information

Tap "View Client Details" to see:

• Contact info - Email, phone, address
• Notes - Any notes you've added about this client
• Communication preferences - Best way to reach them
• Other jobs - All other jobs for this client (returning client view)

Tap phone number to call directly. Tap email address to open mail app and compose an email. Tap address to open in Maps for directions.

Cannot do on mobile:

• Edit client information
• Merge duplicate clients
• View detailed client history

Use desktop for client record management.

Files & Documents

What you see:

• Contract - View contract status (pending, signed, completed)
• Invoices - List of all invoices for this job
• Questionnaire responses - View client's answers (if they filled it out)
• Gallery - View gallery status (not delivered, delivered, viewed by client)

Viewing documents on mobile:

Contracts:

Tap to view the PDF. You can:

• See signature status
• View signed document
• Share the signed PDF

Cannot sign contracts on mobile - clients sign via their portal, not in the mobile app.

Invoices:

Tap to view invoice details:

• Line items and amounts
• Due dates
• Payment status

Cannot edit invoices on mobile.

Questionnaire responses:

Tap to read the client's answers to your questionnaire. This is especially useful during photo sessions—you can review their preferences, must-have shots, etc.

Galleries:

Tap to see:

• Gallery status (draft, delivered, expired)
• Number of photos in the gallery
• Client download/view activity

You can view the gallery photos on mobile (tap "View Gallery" to see the images). This is useful for showing clients a preview or reviewing your own work.

Cannot upload photos to galleries on mobile. Use desktop for uploading.

Adding Notes

Tap "Add Note" to create a quick note about this job.

Use cases:

• "Client prefers natural light, no flash"
• "Venue parking requires permit—bring printed pass"
• "Client mentioned they want extra time for family portraits"
• "Weather backup plan: move to covered pavilion"

After a session:

• "Session went great! Client loved the golden hour shots."
• "Rain delayed start by 30 minutes, but we got everything done."

Why add notes on mobile?

Capture thoughts immediately while fresh in your mind. Don't wait until you're back at your desk and forget the details.

Visibility:

Notes appear in the job's timeline, so you (and your team, if applicable) can see them later.

Lead Management on Mobile

Access: Tap the Leads tab (person+ icon) at the bottom.

Leads List

What you see:

All inquiries and potential bookings, displayed as cards.

Each lead card shows:

• Client name
• Lead source (Contact form, referral, Instagram, etc.)
• Inquiry date (e.g., "2 days ago")
• Lead status (New, Contacted, Quoted, Won, Lost)
• Preview of message - First line of their inquiry

Tap any lead to view details and respond.

Lead Detail View

What you see:

• Client contact info (email, phone)
• Inquiry message - Full text of what they sent
• Event details - Date, location, type of session
• Budget (if they mentioned it)
• How they found you - Referral source or marketing channel
• Lead status
• Timeline of all communication

Responding to leads on mobile:

1. Tap Reply
2. Type your message
3. Tap Send

Your reply is sent via email through ShootPath and logged in the timeline.

Quick reply templates (if configured):

If you've set up response templates on desktop, tap Use Template to insert pre-written responses like:

• "Thanks for reaching out! I'd love to chat. Are you available for a call this week?"
• "I'd be happy to provide a quote. Can you share more details about your event?"

Convert to job:

Once a lead accepts your quote and commits, tap Convert to Job (on desktop, not available on mobile currently). This creates a full job record.

Mark as Won or Lost:

If the lead books with you (via external quote or offline agreement), tap Mark as Won.

If they book another photographer or decide not to proceed, tap Mark as Lost to keep your pipeline clean.

Filtering and Sorting Leads

Filter by status:

• New - Just came in, haven't responded yet
• Contacted - You've replied at least once
• Quoted - You sent pricing
• Won - They booked you
• Lost - They went elsewhere or decided not to proceed

Sort by:

• Date (newest first)
• Date (oldest first) - Useful for finding leads you forgot to follow up on

Search leads:

Type client name, event type, or keyword from their message to find specific inquiries.

Calendar Features on Mobile

Access: Tap the Calendar tab (calendar icon) at the bottom.

The mobile calendar shows all your scheduled sessions, mini session events, and blocked time in an easy-to-read visual format.

Calendar Views

Week View (Default)

Shows 7 days at a time with sessions displayed as colored blocks.

What you see:

• Each day of the current week
• Time slots (typically 8am-8pm)
• Colored blocks for sessions (color-coded by job type)
• Mini session events as larger blocks
• Blocked time in gray

Navigate:

• Swipe left/right to move between weeks
• Tap "Today" to jump back to current week

Month View

Shows the entire month at a glance.

What you see:

• All days of the current month
• Colored dots for sessions (one dot per session)
• Today highlighted
• Days with multiple sessions show multiple dots

Navigate:

• Swipe left/right to change months
• Tap any day to see details for that date
• Tap "Today" to return to current month

Switch between views:

Tap the view toggle at the top right (Week / Month) to switch.

Preference: The app remembers which view you prefer and opens to that view next time.

Session Details from Calendar

Tap any session block (or tap a day, then tap a session) to open a mini detail view:

• Client name
• Session time and duration
• Location with "Get Directions" button
• Job type
• Quick link to full job detail

Get Directions:

Tap Get Directions to open the session address in your Maps app with navigation ready to start.

Open full job:

Tap View Job to open the complete job detail page.

Adding Time to Calendar

Currently limited on mobile.

You can view the calendar but cannot:

• Schedule new sessions (do this on desktop or in the job detail)
• Block time on the calendar (desktop only)
• Create mini session events (desktop only)

Why the limitation?

Scheduling involves complex details (client selection, duration, location, buffer time) that work better on larger screens with full keyboards.

Calendar Notifications

The app can notify you about upcoming sessions:

Enable in settings (More > Notifications):

• 1 day before a session
• 1 hour before a session
• Custom timing if supported

What the notification says:

"Session Tomorrow: Smith Wedding at Vineyard Estate, 2:00 PM"

Tap the notification to open the job detail and review session info.

Gallery Viewing on Mobile

Access galleries via:

• Job detail → Tap Gallery
• Dashboard → Tap a completed job

Viewing Your Own Galleries

What you see:

• Thumbnail grid of all photos
• Tap any photo to view full-screen
• Swipe left/right to browse
• Pinch to zoom
• Share or download individual photos

Use cases:

• Show a client a preview during the session
• Review your work while on the go
• Share a sneak peek via text/email

Cannot upload photos on mobile. Photo uploads require desktop for file management and bulk uploads.

Viewing Client Gallery Activity

From the job detail:

Tap Gallery to see:

• How many times the client viewed the gallery
• When they last accessed it
• Which photos they downloaded or favorited (if tracking is enabled)

This visibility helps you know if the client has seen the gallery yet or if you need to follow up.

Mini-Sessions Management

Access: Tap More > Mini-Sessions

Mini-Sessions List

What you see:

All mini session events you've created, displayed as cards.

Each card shows:

• Event name (e.g., "Fall Mini Sessions")
• Event date
• Location
• Slots available (e.g., "8 of 10 booked")
• Revenue (total bookings)

Tap any event to see details.

Mini-Session Event Detail

What you see:

• Event overview - Date, time window, location, pricing
• Bookings list - All clients who booked slots
• Time slots - Available vs. booked slots with times
• Revenue summary - Total collected, total outstanding

View bookings:

See each client who booked:

• Name and contact info
• Time slot
• Payment status
• Special requests or notes

Tap any booking to open that client's job detail (mini sessions create individual jobs).

Cannot create or edit mini session events on mobile. Use desktop for setup.

Notifications and Alerts

Enable notifications: More > Notifications

The mobile app can send push notifications for important events:

What Triggers Notifications

New Leads:

• "New inquiry from Sarah Johnson about a wedding"
• Tap to open the lead and respond quickly

Payments Received:

• "Payment received: $1,500 deposit from Smith Wedding"
• Tap to view payment details

Contracts Signed:

• "Contract signed by John and Emily for Wedding Job #1234"
• Tap to view signed contract

Session Reminders:

• "Session tomorrow: Smith Wedding at 2:00 PM"
• "Session in 1 hour: Thompson Family Portraits"

Gallery Activity:

• "Client viewed gallery: Davis Newborn Session"
• "Client downloaded 25 photos from their gallery"

Overdue Payments:

• "Payment overdue: $2,000 balance due 3 days ago"

Task Reminders:

• "Task due today: Send edited gallery to client"

Notification Settings

Control what you receive:

Categories:

• New leads (on/off)
• Payments (on/off)
• Contracts (on/off)
• Session reminders (on/off)
• Gallery activity (on/off)
• Overdue payments (on/off)

Timing:

• Session reminders: 1 day before, 1 hour before, or both
• Quiet hours: Disable notifications during specific times (e.g., 10pm-7am)

Delivery method:

• Push notifications (appear on lock screen/notification center)
• Badge count (red number on app icon)
• Sound/vibration settings

Email vs. Push:

Some events might also trigger email notifications (configured on desktop). Push notifications on mobile are immediate and great for time-sensitive alerts.

Offline Mode and Sync

What Works Offline

The mobile app caches recently viewed data, so even without internet, you can:

View:

• Jobs you've opened recently
• Client contact information
• Calendar (recently synced dates)
• Galleries you've already loaded
• Lead details you viewed before going offline

Cannot do offline:

• Load new jobs or leads
• Refresh data (pull to refresh won't work)
• Send messages or emails
• Mark tasks complete (changes won't sync until online)
• Record payments

When You Reconnect

Automatic sync:

As soon as you regain internet connection, the app automatically:

1. Syncs any cached changes you made offline (if supported)
2. Downloads new data (jobs, leads, payments, etc.)
3. Updates the calendar with latest sessions
4. Shows any new notifications

Manual refresh:

If auto-sync doesn't happen, pull down on any screen to force a refresh.

Sync conflicts:

In rare cases where you changed something offline and someone else changed the same thing on desktop, the app alerts you to a conflict and lets you choose which version to keep.

Limitations and Mobile-Only Constraints

Understanding what mobile cannot do helps set expectations and prevents frustration.

Cannot Create Complex Records

Quotes:

You cannot build or send quotes on mobile. Quotes require:

• Selecting packages and add-ons
• Calculating pricing
• Writing proposal text
• Configuring payment schedules

All of this is better suited to desktop with full keyboard and screen space.

Contracts:

You cannot create new contracts or edit contract templates on mobile. Contracts require:

• Legal text editing
• Field placement (signature, date, initial boxes)
• Template management

Use desktop for contract setup.

Email templates:

You cannot design or edit email templates on mobile. This requires:

• HTML editing (for advanced templates)
• Merge field insertion
• Preview across email clients

Use desktop for email template management.

Workflows:

You cannot create or customize workflows on mobile. Workflow configuration requires:

• Defining tasks and dependencies
• Setting automation rules
• Email integration setup

Use desktop to configure workflows. Once configured, you can view and interact with workflow tasks on mobile.

Cannot Bulk Upload

Gallery uploads:

While you CAN upload individual photos on mobile (via "Add Photos" on some implementations), bulk uploads of 50-200 photos are impractical on mobile:

• Slow upload speeds on cellular
• File selection UI is cumbersome
• Risk of interruption (phone call, low battery, etc.)

Best practice: Upload galleries on desktop over fast wifi.

Cannot Access Advanced Settings

Business settings:

Most business configuration requires desktop:

• Branding (logo, colors, fonts)
• Integrations (Stripe, Gmail, etc.)
• Team permissions
• Invoice templates
• Contract templates
• Custom job types

Why?

These are "set once, use many times" configurations that benefit from careful setup on a large screen with keyboard.

Cannot Generate Reports

Financial reports:

You cannot generate or export reports on mobile:

• Revenue by job type
• Monthly income reports
• Tax summaries
• Client acquisition reports

View dashboard metrics on mobile for quick stats, but use desktop for detailed reports and CSV exports.

Mobile Performance Tips

Keep the app fast and responsive:

1. Update Regularly

Install app updates as they're released. Updates include performance improvements and bug fixes.

2. Clear Cache Periodically

If the app feels sluggish:

• Go to More > Settings > Data & Sync
• Tap Clear Cache
• Restart the app

This removes old cached data and forces a fresh sync.

3. Limit Gallery Photo Display

Viewing galleries with hundreds of photos can slow down the app. Galleries automatically paginate (load in batches), but be mindful of browsing very large galleries on slower devices.

4. Use Wifi for Large Syncs

After being offline for a while, or if you have many jobs, the initial sync can use significant data. Connect to wifi before forcing a full refresh.

5. Close and Reopen

If the app becomes unresponsive, force-close it and reopen:

iOS: Swipe up to multitasking, swipe ShootPath off the screen, reopen from home screen.

Android: Open Recent Apps, swipe ShootPath away, reopen from app drawer.

Differences Between iOS and Android

While both apps aim for feature parity, there are minor differences:

iOS App

Advantages:

• Face ID / Touch ID integration is seamless
• Deep integration with Apple Calendar and Contacts
• AirDrop for sharing files with other Apple devices
• Typically faster performance on newer iPhones

Interface:

• Uses iOS native design patterns (navigation bars, swipe gestures)
• Follows Apple Human Interface Guidelines

Android App

Advantages:

• More flexible file management
• Google Calendar integration
• Google Maps integration (usually default on Android)
• Runs on wider range of devices (budget to flagship)

Interface:

• Uses Material Design patterns
• Bottom sheet modals
• Follows Android design guidelines

Functional parity:

Both apps can:

• View all jobs, leads, clients, calendar
• Mark tasks complete
• Add notes
• Send messages
• Record payments
• View galleries
• Manage mini-sessions

Neither platform has exclusive features—they're designed to work identically.

What's Next?

Now that you understand all mobile features, explore these related articles:

On-Location Workflows - Using mobile during photo shoots

Mobile Settings - Configure notifications, sync, and preferences

Related Topics:

Jobs Overview - Understand jobs in detail (viewed on mobile)

Workflows - How workflow tasks work (managed on mobile)

Calendar Overview - Calendar features (synced to mobile)

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Questions? Check the mobile app's help section or contact support via the help widget!