Connect your Breezeway account to Trellis and keep field operations - cleaning, maintenance, and inspections - coordinated across both platforms. Supported task updates sync in both directions once properties, workers, vendors, departments, and Breezeway access are configured.Documentation Index
Fetch the complete documentation index at: https://docs.trellistech.com/llms.txt
Use this file to discover all available pages before exploring further.
What Syncs
| Entity | Direction | What’s Included |
|---|---|---|
| Tasks | Breezeway ↔ Trellis | Cleaning, maintenance, and inspection tasks |
| Task templates | Breezeway → Trellis | Templates with checklists and requirements |
| Comments | Breezeway ↔ Trellis | Task comments and notes from your team, excluding internal-only notes |
| Photos | Breezeway ↔ Trellis | Task photos and attachments when they belong to a synced Breezeway task |
| Costs | Breezeway ↔ Trellis | Task-scoped cost items when the required Breezeway access is configured |
| Assignments | Breezeway ↔ Trellis | Worker and vendor assignments |
| Tags | Breezeway → Trellis | Task tags and labels |
Setup
Get your Breezeway API credentials
In your Breezeway account, navigate to Settings > API to find your client ID and client secret.
Enter your credentials in Trellis
Paste your Breezeway client ID and client secret into the fields provided, then click Connect.
Map your properties
Trellis will match your Breezeway properties to your existing Trellis properties. Review the mapping and confirm.
Map your team members
Match your Breezeway workers and vendors to the corresponding team members in Trellis. This ensures task assignments stay accurate across both systems.
What to Expect After Connecting
- Existing tasks from Breezeway appear in Trellis with their status, assignments, comments, and photos
- New tasks created in either system automatically appear in the other
- Status changes (started, paused, finished) sync in both directions
- Comments added by your field team in Breezeway show up in Trellis, and vice versa
- Photos taken during inspections or cleanings on synced tasks are visible in Trellis, and task photos added in Trellis can sync back to Breezeway
- Cost tracking for synced Breezeway tasks is reflected in Trellis. Visit-level Trellis costs stay Trellis-only.
Task assignments are matched based on the team member mapping you set up during configuration. If a Breezeway worker isn’t mapped to a Trellis team member, the task will still sync but the assignment may need to be updated manually.
Task templates and checklists
When you create a task in Trellis using a Breezeway template, the template’s checklist and requirements are automatically included when the task syncs to Breezeway. This means your field team sees the full checklist in Breezeway - no manual setup needed. The task template selector groups templates by source so you can quickly tell them apart:- From Breezeway - templates imported from your Breezeway account. Selecting one of these ensures the checklist and requirements carry over to Breezeway when the task syncs.
- From Trellis - templates you created in Trellis. These work great for tasks managed entirely in Trellis, but their checklists won’t appear on the Breezeway side.
Good to Know
- Worker mapping matters - take the time to correctly map your Breezeway workers and vendors to Trellis team members during setup. This keeps assignments accurate.
- Active and inactive badges - the worker mapping screen shows an active or inactive badge next to each name in both Breezeway and Trellis. If a worker is active in one system but inactive in the other, the row is highlighted so you can spot the mismatch and take action.
- Inactive members stay visible - if a Trellis team member is deactivated but still mapped to a Breezeway worker, they remain visible in the mapped workers list. This makes it easy to reassign or clean up outdated mappings.
- Duplicate mapping prevention - if you try to map a Breezeway worker who is already linked to another Trellis team member, Trellis will let you know which member they’re currently mapped to. Remove the existing mapping first before creating a new one.
- Task photos can sync both ways when they are attached to a synced Breezeway task. Visit-level media and cost items created outside a Breezeway task remain Trellis-only.
- Task priorities and departments are preserved during sync when the department is configured for Breezeway field operations. Breezeway’s built-in departments (housekeeping, maintenance, inspection) map to the corresponding Trellis departments, and custom departments need matching configuration before they sync cleanly.
- Use sync status, diff reports, and force/check controls to spot and reconcile drift between Trellis and Breezeway.
Frequently Asked Questions
Can my cleaning crews keep using Breezeway?
Can my cleaning crews keep using Breezeway?
Absolutely. Your field teams can continue using Breezeway as they always have. Supported tasks they create, update, or complete in Breezeway will sync to Trellis for your operations team.
What happens when a task is completed in Breezeway?
What happens when a task is completed in Breezeway?
When a task is marked as finished in Breezeway, the status update syncs to Trellis automatically. Your ops team will see the updated status without needing to check Breezeway.
Do task comments sync in both directions?
Do task comments sync in both directions?
Yes. Comments added in Breezeway appear in Trellis, and comments added in Trellis appear in Breezeway. This keeps communication flowing regardless of which platform your team uses.
How are vendor assignments handled?
How are vendor assignments handled?
During setup, you map your Breezeway vendors to Trellis vendor organizations. Once mapped, vendor assignments sync correctly between both systems.
What if a new worker joins my team?
What if a new worker joins my team?
Add them to both Breezeway and Trellis, then update the worker mapping in Settings > Integrations > Breezeway. Future task assignments involving that worker will sync correctly.
Why is a mapped worker highlighted in amber?
Why is a mapped worker highlighted in amber?
An amber highlight means the worker’s active status doesn’t match between Breezeway and Trellis - for example, they’re active in Breezeway but inactive in Trellis. Check both systems to reactivate or remove the mapping as needed.
I can't map a Breezeway worker - it says they're already mapped
I can't map a Breezeway worker - it says they're already mapped
This means the Breezeway worker is already linked to another Trellis team member (who may be inactive). Go to the mapped workers list, find the existing mapping, and remove it before creating the new one.
Can I create tasks in Trellis and have them appear in Breezeway?
Can I create tasks in Trellis and have them appear in Breezeway?
Yes. Supported tasks created in Trellis for properties connected to Breezeway will sync to Breezeway, where your field teams can pick them up.
How quickly do changes sync?
How quickly do changes sync?
Supported task changes sync through Breezeway updates and Trellis reconciliation checks. Timing depends on Breezeway API volume and integration state.