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Trellis connects guest conversations with reservations, property information, and tasks. Your team can answer a guest, assign the work, and review the result in one workspace. These guides explain how to use each area. Your workspace’s connections and permissions determine which features and records are available to you.

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What your team can manage

Check the reservation in Trellis
Open the reservation and related tasks beside a conversation to check the stay before replying.
  • Inbox: read conversations, choose the reply channel, assign ownership, and keep follow-ups visible.
  • Properties: maintain facts, equipment instructions, access steps, documents, and contacts for each home.
  • Tasks and Workforce: plan jobs and shifts, support field workers, and review completion evidence.
  • AI Hub: configure agent knowledge, policies, access, and human handoffs.
  • Guest Portal: manage registration, stay information, access, services, and support.
  • Workflows: automate a defined process and inspect each run.
  • Insights and Accounting: review activity and results, then trace them to the underlying records.

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Who uses Trellis

Front-office teams handle conversations and guest needs. Operations managers coordinate properties, tasks, vendors, and schedules. Field workers follow assigned visits, complete checklists, and submit photos or notes. Owners and vendors use the specific access provided for their role and properties. An administrator manages workspace setup and permissions. Follow Settings for workspace and personal preferences, and Roles and property access for team setup.

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Connected systems

A connected PMS can supply properties and reservations, while other integrations provide message channels, field work, devices, or financial data. Each provider supports a different set of imports and updates. Use the integration guide to check its mappings and refresh behavior before relying on the data.

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Get started

Follow Quickstart to connect a property, test a conversation, prepare the agent, and invite a teammate. Use First cleaning operation to set up and review a scheduled job. Use the FAQ for common questions or Troubleshooting when a record, message, or result is missing.