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Your portfolio at a glance

The Properties page is where you manage your entire rental portfolio. Every property you manage — whether it is a beachfront villa or a city apartment — lives here with all its details, owner contacts, reservations, and operational data.

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Property pipeline

Not every property is in the same stage. Some are leads you are evaluating, others are fully active and taking bookings. Trellis lets you track each property through its lifecycle so nothing falls through the cracks.
1

Lead

A property owner has expressed interest, or you have identified a potential new listing. Capture the basics and start the conversation.
2

Evaluation

You are assessing whether the property is a good fit — reviewing location, condition, revenue potential, and owner expectations.
3

Onboarding

The deal is done. You are setting up the property: adding photos, configuring amenities, connecting it to your PMS, and preparing it for guests.
4

Active

The property is live and accepting reservations. This is where most of your portfolio will be.
5

Paused

Temporarily not accepting bookings — maybe for renovations, seasonal closure, or owner personal use.
6

Churned

The property is no longer under your management. Keeping it in the system preserves historical data and owner relationships.
Drag and drop properties between pipeline stages, or update the stage from the property detail view. The pipeline gives you a bird’s-eye view of your growth and operations.

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Property details

Click on any property to open its detail view. Everything you need to know about a property is organized into clear sections:
The essentials at a glance: address, number of bedrooms and bathrooms, maximum guest capacity, current status, and any notes. This is the first thing you see when you open a property.
Link property owners and vendors to the property with their roles. See their contact information, communication history, and any notes — all without leaving the property page.
Every operation is different. Add your own fields to track whatever matters to your business — things like management fee percentage, lock box codes, Wi-Fi passwords, cleaning costs, or contract renewal dates.
Upload and organize property photos and videos. These are available to your team and can be referenced by the AI agent when answering guest questions.
List all property amenities — pool, hot tub, parking, pet-friendly, and more. This information helps the AI agent answer guest questions accurately.
See all upcoming and past bookings for this property. Quick access to guest details, dates, and booking source without switching to another page.
View all cleaning, maintenance, and inspection tasks associated with this property. Create new tasks directly from the property detail view.

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Custom fields

Every property management company tracks different information. Custom fields let you add exactly the data points that matter to your operation. Available field types:
TypeExample use
TextLock box code, Wi-Fi password, special instructions
NumberManagement fee %, number of parking spots
DateContract start/end, last deep clean
CurrencyMonthly rent, cleaning cost, average nightly rate
URLListing link, owner portal, insurance policy
EmailOwner email, building manager
PhoneEmergency contact, building concierge
SelectProperty type, cleaning frequency, region
File uploadContracts, permits, insurance documents
1

Go to Settings > Custom Fields

Open Settings and navigate to the Custom Fields section.
2

Create a new field

Click Add Field, choose the field type, give it a name, and optionally set a default value. Custom fields can be applied to properties, reservations, contacts, or tasks.
3

Fill in the data

Go to any property detail view and you will see your new fields ready to be filled in. Your team can update these values at any time.
Custom fields are searchable and filterable. Create a “Region” select field, for example, and you can quickly filter your portfolio by geographic area.

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Keeping your PMS in sync

When you connect your property management system, your properties sync automatically in both directions:
  • Changes in your PMS (new listings, updated details, price changes) appear in Trellis within minutes
  • Changes in Trellis (updated property details, custom field data) sync back to your PMS
You do not need to update things twice. Make a change in either system, and it flows to the other automatically.
The initial sync imports all your existing properties when you first connect your PMS. After that, changes sync continuously in the background.

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Tips for getting the most out of Properties

Keep amenities up to date

The AI agent uses your amenity list to answer guest questions. The more accurate your amenities are, the better the AI performs.

Upload property photos

Photos help your team identify properties quickly and give the AI agent visual context when assisting guests.

Use custom fields for your workflow

Track everything that matters to your business — cleaning costs, lock codes, owner preferences, contract dates — right on the property page.

Link owner contacts

Connecting owners to their properties means you can see the full picture — ownership, communication history, and performance — in one place.