What syncs into Trellis
- Cleaning, maintenance, and inspection tasks.
- Task templates and checklists.
- Task comments, excluding private notes.
- Photos and attachments tied to synced tasks.
- Worker, vendor, and assignment details.
- Task costs when your Breezeway account supports them.
- Task tags and labels.
What Trellis can send back
Supported task changes made in Trellis can appear in Breezeway, including new tasks, status changes, comments, photos, assignments, and task-level costs.Visit-level Trellis costs and media stay in Trellis unless they belong to a synced Breezeway task.
Before you connect
- Make sure you can manage the Breezeway account.
- Have the Breezeway client ID and client secret ready.
- Know which Breezeway workers and vendors match Trellis team members.
- Review which properties should be linked between both systems.
Connect Breezeway
Map workers and vendors
Match Breezeway people and vendors to the right Trellis team members or vendor records.
Use Breezeway templates
When a crew relies on Breezeway checklists, use a Breezeway template while creating the task in Trellis. This helps the worker see the same checklist in Breezeway.Common problems
A worker assignment is missing
A worker assignment is missing
Check the worker mapping in Settings > Integrations > Breezeway. The person may need to be matched in both systems.
A mapped worker is highlighted
A mapped worker is highlighted
The worker may be active in one system and inactive in the other. Check both accounts before reassigning work.
A task did not appear in Breezeway
A task did not appear in Breezeway
Confirm the property is mapped and the task type is supported for Breezeway sync.
Photos or costs did not sync
Photos or costs did not sync
Confirm they belong to a synced Breezeway task, not only to a Trellis visit.