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What this helps you do

Give a cleaner, inspector, or maintenance teammate a clear first-day path from invitation to completed work.

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Before you start

  • Confirm the worker’s email or phone contact.
  • Choose their role, department, and property access.
  • Prepare one safe training task.
  • Decide which checklist, photo, note, and time details are required.

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Onboard the worker

1

Invite the worker

From Settings > Permissions, review the contact, role, department, and property scope before sending the invitation. In a property-management workspace, choose whether the worker needs a recurring shift or No shift requirement. The recurring option starts with Monday through Friday, 9:00 AM to 5:00 PM. Adjust the days, times, and number of weekly duplications before you send the invitation.
2

Confirm sign-in

Ask the worker to accept the invitation, sign in, and choose the correct workspace.
3

Find the schedule and task

Have the worker open their schedule and the assigned training task. Confirm the property, time, and instructions.
4

Complete the checklist

Follow each item and add the required photos, notes, or time information.
5

Report an issue

Use the task note or issue path your team has chosen. Do not mark blocked work complete without explaining the problem.
6

Finish and review

Mark the training task complete, then have a manager review the result.
The shift choice is for teammates invited into your property-management workspace. Vendor workspace invitations keep their existing access flow and do not add a teammate schedule.

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Set notifications

Ask the worker to allow the notification methods your team uses for assignments and schedule changes. Keep alerts limited to useful work. If a notification is missing, check both Trellis preferences and the device or browser permission.

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How to check it worked

  • The worker signs into the correct workspace.
  • They see the training task and no unrelated property.
  • The checklist, photos, notes, and completion status reach the manager.
  • Required notifications are enabled.
  • The worker knows how to report blocked work.

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Common problems

Confirm the contact in Settings > Permissions before using the available resend option.
Check the assignee, department, role, and property access. Then refresh.
Confirm the workspace name before continuing. Then check that the worker’s role and property access belong to that workspace.
Check device permissions and connection quality. Keep the task open until the required proof appears.