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Connect Breezeway to coordinate provider tasks in Trellis. Map properties, workers, and vendors so assignments reach the right team.

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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.

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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.

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Before you connect

Have an authorized Breezeway account’s client ID and secret ready. Identify the matching Trellis properties, workers, and vendors. An active connection without those mappings can still produce missing or incorrect assignments.

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Connect Breezeway

Open Settings > Integrations > Breezeway and enter the client ID and secret. Match each Breezeway property to its Trellis property, then match workers and vendors to the intended Trellis people or vendor records. Open a synced task and review its property, department or type, assignee, checklist, comments, photos, and supported costs. Check a few representative tasks rather than relying on the connected status alone.

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Comment authors and delivery

In Settings > Integrations > Breezeway, use Trellis user in Breezeway to select a dedicated, active Breezeway account for agent actions and comments without a mapped author. The account must belong to the same Breezeway company as the task. Comments from mapped team members use their own Breezeway identity. When Trellis uses the dedicated account, it includes the original author or agent’s name in the comment text when that name is available. Trellis checks the selected person’s availability and company before sending, including when comments are transferred to a recreated task. A comment stays saved in Trellis if no valid author is available. Not synced to Breezeway means delivery has not been confirmed; it does not always mean Breezeway rejected the comment. If an attempt’s result is unknown, check Breezeway before retrying to avoid duplicate comments. Ask an administrator to review the author mapping and any uncertain delivery.

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Use Breezeway templates

When the crew completes checklists in Breezeway, choose a template from the From Breezeway group when creating the task in Trellis. A Trellis-only template can be useful for Trellis work, but its checklist does not appear on the provider side in the same way. Check the generated checklist and requirements in both systems before using the template for repeat work. See Task templates.

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Common problems

Check the worker mapping in Settings > Integrations > Breezeway. The person may need to be matched in both systems.
The worker may be active in one system and inactive in the other. Check both accounts before reassigning work.
Confirm the property is mapped and the task type is supported for Breezeway sync.
Confirm they belong to a synced Breezeway task, not only to a Trellis visit.