Onboard a field worker

Help a cleaner, inspector, or maintenance teammate complete their first mobile visit: sign in, find the work, follow its checklist, submit evidence, and finish the day.

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Before you start

Prepare one training task at a property the worker can access. Choose the checklist, required photos, and timing, then assign it to the worker. Confirm their contact details and the workspace they should join.

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Onboard the worker

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Invite them with the right access

Open Settings > Team & Permissions and invite the teammate with their role, departments, and property scope. For a property-management workspace, choose a recurring shift or No shift requirement. The recurring option starts with Monday–Friday, 9:00 AM–5:00 PM; adjust the days, hours, and weekly duplications before sending. The recurring-shift choice applies to teammates joining your property-management workspace. Vendor invitations use their own access flow and do not create that teammate schedule.

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Find today’s work

Have the worker accept the invitation, sign in to the mobile app, and select the correct workspace. On Home, choose Me and the intended date to see their visits. Admins can also use Team to inspect other workers’ visits. Use Tasks to browse work by status or open the calendar. Confirm the training task’s property, date, instructions, and assignee. Fix missing access before the worker goes on site.

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Start the shift and visit

If the worker’s setup requires a shift, tap Clock In when starting. Use Pause and Resume for the shift as needed. Clocking in records attendance; starting a visit records the work at a particular property. Open the visit, use the location control for directions, and start the visit when work begins. Open the property manual for access instructions, support contacts, and equipment guidance.

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Complete the work and its evidence

Open a task and tap Open Steps. Work through the checklist sections, answer the required questions, and attach the requested photos. Check that uploads appear before moving on. Use the AI button for questions about the work. Report missing parts, access problems, or other blockers to the responsible teammate. After completing the required steps, choose Mark as completed, write the completion summary, and add final media. If Mobile visit completion is enabled, individual completion is hidden: finish the visit instead. Report blocked work before closing it.

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Finish the visit and shift

Once the visit’s tasks are finished, choose Complete Visit, review or write the visit summary, and confirm. With Mobile visit completion, this replaces separate task summaries. Review the completed visit on Home. At the end of the working period, tap Clock Out. A manager should now open the training task and visit to check the checklist, photos, summary, and recorded time.

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Set notifications

Enable the Trellis notification methods your team uses for assignments and schedule changes, then allow the relevant device permissions. If an alert is missing, check both Trellis preferences and the phone’s notification settings. For mobile schedule and absence requests, use More > Schedule.

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Common problems

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Related articles

• Tasks and visits — review completion.
• Workforce — shifts and recorded time.
• Roles and property access.