EcofyxOperational area
Photography and events
Ready-to-use application by segment
Photography and events
Manage leads, briefings, proposals, bookings, execution, equipment, deliveries and photography payments.
What this template is designed to organize
Manage leads, briefings, proposals, bookings, execution, equipment, deliveries and photography payments.
Connected structure
6 forms connected to the same Ecofyx operation and record history.
Template profile
Ready-to-use application by segment
What comes with this template
Add this template to an Ecofyx operation to keep its forms, records and results together.
Photography client and lead registration
Key fields:
- Client/lead name
- Phone/WhatsApp
- Primary interest
- Expected event/photo shoot date
- Notes
Photo shoot or event briefing
Key fields:
- Event or photo shoot
- Customer
- Type of assignment
- Event/photo shoot date
- Venue and address
- Expected deliverables
- Estimated number of people/products
Photography proposal and package
Key fields:
- Customer
- Proposal number
- Package/service
- Scope and coverage
- Deliverables and quantity
- Proposal validity
- Client decision
Photography booking and contract
Key fields:
- Customer
- Event or photo shoot
- Reserved date
- Location
- Team and vendors involved
- Contracted amount
- Balance due date
Photography event execution checklist
Key fields:
- Event or photo shoot
- Customer
- Contract/booking
- Location
- Equipment checked
- Team present
- Incidents and changes
Photography delivery and payment
Key fields:
- Event or photo shoot
- Customer
- Contract/booking
- Photo selection
- Editing
- Submission deadline
- Contracted amount
How this template organizes the routine
Manage leads, briefings, proposals, bookings, execution, equipment, deliveries and photography payments. The structure centralizes records, reduces parallel controls and keeps follow-up in the same operational context.
Information capture
Use the included forms to collect the information needed for this routine.
Operational view
Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.
History and results
Review previous records, follow progress and view results in the same operation.
Dashboard and operational follow-up
Review the records, filters and indicators available to follow this routine.
Photography and events
Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.
Available filters
StatusEvent or photo shootPerson responsible
Visible dashboard columns
- Event / photo shoot
- Client
- Date
- Status
- Amount
- Person responsible
Headline metrics
Use these indicators to follow activity, progress and items that need attention.
Events and photo shoots this month
Proposals awaiting approval
Confirmed reservations
Overdue photo deliveries
Available actions
Open the relevant form or take the next step from the dashboard. Available actions depend on the record and your access.
- Register client or lead
- Record project brief
- Create proposal and package
- Confirm booking and contract
- Complete photo shoot or event checklist
- Record delivery and payment
- Update client or lead
- Record proposal and package
- Update booking and contract
Attention points
Check these alerts to identify records that may need follow-up.
- Expired or pending proposal
- Photo delivery overdue
- Outstanding balance
Operational workflow
Review the available statuses and the actions that move a record from one status to another.
Photography workflow
Available statuses
New leadContact madeBriefing scheduledGathering requirementsBriefing completedDraftingSentAwaiting approvalApprovedProvisional bookingReservedConfirmedPreparationPhoto shoot in progressCompletedEditing in progressReady for deliveryDelivered
- Record contactNew lead → Contact made
- Schedule briefingContact made → Briefing scheduled
- Start briefingBriefing scheduled → Gathering requirements
- Complete briefingGathering requirements → Briefing completed
- Start proposalBriefing completed → Drafting
- Send proposalDrafting → Sent
- Await approvalSent → Awaiting approval
- Record approvalAwaiting approval → Approved
- Create provisional bookingApproved → Provisional booking
- Confirm bookingProvisional booking → Reserved
- Confirm contractReserved → Confirmed
- Open checklistConfirmed → Preparation
- Start photo shootPreparation → Photo shoot in progress
- Finish photo shootPhoto shoot in progress → Completed
- Start post-productionCompleted → Editing in progress
- Complete editingEditing in progress → Ready for delivery
- Record deliveryReady for delivery → Delivered
What you can customize
Use the ready structure as a starting point and adjust the elements that are safe to edit for your operation.
Fields and options
Adjust labels, required answers, alternatives and safe extra fields according to the real need.
Identity and access
Configure the operation name, description, team and permissions. Public-page identity can be adjusted when the template includes that resource.
Use and follow-up
Use dashboards, history, filters and exports according to the resources enabled for the template.
Questions about this template
Review the most common questions before using this structure.
What is the Photography and events template for?
Manage leads, briefings, proposals, bookings, execution, equipment, deliveries and photography payments.
Which forms are included in this template?
Photography client and lead registration, Photo shoot or event briefing, Photography proposal and package, Photography booking and contract, Photography event execution checklist, Photography delivery and payment.
How are records organized in Ecofyx?
Data is organized in the Photography and events dashboard, with an operational list, history and follow-up tools adapted for desktop and mobile.
Does this template include a public page?
A public page is included and required to start the external process. The entry form is “Photography client and lead registration”. Visitors can track the request by protocol when that feature is enabled.
Can I customize this template for my organization?
Yes. Install the template in your operation, then adjust the available fields, options and settings to suit your routine.
Start with Photography and events
Ecofyx will take you through the standard flow to choose or create the operation where this template will be used.