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Set up a cleaning task, complete it from the worker’s account, and review its photos and notes before automating future cleans.

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Before you start

Choose one property and a controlled training clean or planned job. Confirm the worker or vendor has access, and decide the checklist, time window, and required photos. Keep any new checkout automation off until this manual process works.

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Prepare the work

Organize rooms and elements in Trellis
Open the property and review the address, access instructions, rooms, and elements. The cleaning template can adapt to the rooms and amenities present, so correct these before creating the task.
Add the working instructions in Trellis
Create the cleaning task and choose the intended template. Review the generated checklist for this property, add any special instructions, and specify the photos needed to verify completion. Link the reservation when the clean belongs to a turnover.
Assignment and scheduling in Trellis
Assign the worker or vendor and set the date, time, and duration around the stay. Check their availability and the property’s default department assignee. Open the task from the worker’s account to confirm it is visible with the correct instructions.
Complete the task steps in Trellis
Have the worker start the visit, complete the checklist, and upload the required evidence. They should report a problem while the task is open and explain anything they could not complete. Finish the task and visit according to the workspace’s completion flow.
Visit details and completed work in Trellis
As the manager, open the visit and inspect its tasks, photos, notes, and recorded time. Assign follow-up for missing work or reported damage, and confirm the clean meets the standard before treating the property as ready.

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Add checkout automation after the test

Once the task and assignment work correctly, configure the checkout workflow or supported recurring schedule using the same template and routing rules. Check the trigger timing carefully: work that should be planned ahead of checkout needs a different trigger from work created after a checkout event. Run a test and inspect Workflows > Runs when using a workflow. Confirm the property, date, template, and assignee before enabling it across more homes.

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Common problems

Check the workspace, assignment, department, role, and property scope, then refresh the worker’s task list.
Correct the property’s rooms and active elements first. Review a new task from the template; switching an existing task’s template clears its checklist progress.
Turn it off, inspect the run’s trigger and inputs, and correct the template, property, timing, or assignment. Repeat the test before re-enabling it.