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Request a vendor quote, approve the work, and schedule the repair from a task linked to the guest’s conversation.

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Before you start

Confirm the property, affected item, urgency, and any restriction on entering the home. Choose who can approve the cost and who will update the guest. The vendor should receive the information needed for the job, including useful photos, without unrelated guest details.

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Create and assign the work

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Record the issue

Task details and property context in Trellis
Create a maintenance task from the conversation or Tasks. Check the property and reservation, describe the problem and expected result, and link the affected element. Include access arrangements, useful attachments, and required completion proof.

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Check the vendor and request a quote

Create a vendor workspace in Trellis
Confirm that the vendor is connected to the right departments and properties. If it is new, follow Set up a vendor, including whether your team or a vendor administrator manages its workspace.
Owner approvals and technician quotes in Trellis
In Resources, request the required owner approval or technician quote. Choose the recipients and whether one or all must approve. Review the attachments included in the shared request before sending it. For a technician quote, review the price and earliest availability. Accept, reject, or send a counteroffer. When accepting, confirm the scheduled date and assignee.

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Follow the work through completion

Activity, comments and task links in Trellis
Confirm the vendor can open the assigned work or intended task link. Use Posts for questions and updates so the decision history stays with the task. Keep a blocked job pending when it must wait for a part, another task, or an agreed date. Review the completed checklist, photos, notes, and cost before closing the issue. The conversation owner should then update the guest or owner with the verified outcome and any next step.

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Common problems

Review the vendor’s contact, invitation status, departments, and property scope in Settings > Team & Permissions. Confirm the link you shared is for the intended task action.
Correct the assignment and review the property’s default assignee for that department so the same mistake does not recur.
Keep the task pending while the conversation owner confirms access or the guest’s decision. Add the result to the task before dispatching the vendor.