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What this helps you do

Properties is the home base for each listing your team manages. Use it to keep the information your team needs for guest support, owner updates, maintenance, cleaning, and reporting.

Store property details

Keep addresses, photos, notes, amenities, instructions, and custom fields in one place.

Support daily work

Give Inbox, Tasks, AI Hub, and Workflows the property context they need.

Manage owner context

Track owners, contacts, groups, and portfolio details when your team uses them.

Keep records aligned

Review data from connected property systems and correct mismatches when needed.

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Before you start

  • Connect your property management system if you want listings and reservations to sync.
  • Decide which details your team should manage in Trellis and which should stay in the connected system.
  • Add the teammates who need property access.

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Find a property

1

Open Properties

Choose Properties from the main navigation.
2

Search or filter

Search by property name, address, owner, group, or status.
3

Open the property

Review the overview first, then use the property tabs for reservations, tasks, owner details, access notes, or other records your team uses.

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Update property details

Use property details for information your team needs often:
  • Check-in and checkout notes
  • Parking, Wi-Fi, trash, and house rules
  • Access instructions and lock notes
  • Amenities and room details
  • Owner or group context
  • Custom fields your team uses for special processes
Keep guest-facing instructions short and specific. If a note is only for your team, label it clearly so it is not copied into a guest reply by mistake.

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Rooms and elements

Rooms and elements describe what is physically at each property. Keeping them accurate powers two things:
  1. Task templates adapt to each property - checklists automatically add the right room steps and skip steps for amenities the property does not have (see How templates adapt to each property).
  2. The AI agent answers guest questions accurately - it draws on the property’s rooms and elements to describe amenities and instructions.
You manage both from the property: open a property and select the Details section, which has a Rooms tab and an Elements tab.

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Rooms

A room is a single physical space, such as one bedroom, one bathroom, the kitchen, or the living room. You add one room record per space, so a 3-bedroom home has three separate bedroom records. Each room has a type and an optional name (for example, “Master Bedroom”). Room records are what drive room fan-out: a “Clean Bedroom” template step becomes one step per bedroom the property has.
1

Open the Rooms tab

Open the property, select the Details section, then the Rooms tab.
2

Add a room

Click Add Room. Use Quick Add to tap a room type and add it instantly (Trellis names repeats automatically, like “Bedroom” then “Bedroom 2”), or use Custom to set a room name and type yourself.
3

Edit a room

Click a room to rename it, add photos, or assign elements to it. You can also remove a room you no longer need.
If a property was imported from a connected system, rooms may already be filled in. If a property has no detailed rooms, templates fall back to the property’s room counts (bedrooms, bathrooms, and similar) for fan-out.

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Elements

An element is a specific amenity or feature at the property, such as a pool, hot tub, grill, washer, dryer, smart lock, or heating. Elements are grouped into categories (appliance, system, area, amenity, utility, outdoor, and other), and you can assign an element to a specific room.
1

Open the Elements tab

Open the property, select the Details section, then the Elements tab.
2

Add an element

Click Add Element. Use Quick Add to pick from the preset list (pool, grill, hot tub, washer, dryer, smart lock, and many more), or use Custom to create your own with a name and type.
3

Set whether it is present

Click an element to open it, then use the Active switch to mark whether the property has it.

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The Active toggle

The Active switch on each element marks whether the property currently has that amenity:
  • Active - the element is present. Template steps linked to it appear on new tasks, and the AI can use it.
  • Inactive - the element is dimmed and labeled “Inactive.” Template steps linked to it are skipped on new tasks.
Turning an element off does not delete it. The element stays on the property for reference, and you can turn it back on if the property gets that amenity later. To remove an element permanently, use Delete instead, which also removes its supplies, photos, and documents.
Each element also has a Show in house manual toggle. For the AI agent to share an element with guests, the element must be both Active and Show in house manual. Use this to keep team-only items (like a utility shutoff) out of guest-facing answers.

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Per-property template settings

Each property has a Templates section where you can override a shared template’s defaults (duration, number of people, supplies, and costs) for just that property, without creating a separate template. Open the property, select the Templates section, and click a template to set its per-property values. See Per-property template settings in the Tasks documentation for the full walkthrough.

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Use custom fields

Custom fields help track details that do not fit a standard property field. Use plain field names your team understands, such as Pool code, HOA rules, Owner approval needed, or Pet policy notes. Avoid adding fields for information no one uses. Too many fields make the page harder to trust.

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Keep connected systems aligned

When a property is connected to another system, some details may come from that system. If a value looks wrong, check which system owns that field before changing it. This prevents your team from fixing a field in one place and seeing it change back later.

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How to check it worked

  • The property appears in search and filters.
  • Key details are visible to the team members who need them.
  • Rooms and elements reflect the actual physical property. Templates generate the correct checklist items for this property.
  • Inbox, Tasks, AI Hub, and Workflows show the latest property context where they use it.
  • Connected records, such as reservations or tasks, point to the right property.

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Common problems

Check filters first. If the property should come from a connected system, confirm the integration is connected and that the listing is active there.
The connected system may own that field. Update it in the source system or ask your admin which system should control it.
Check their role and property access in Settings > Permissions.
Open the property, select the Details section, and check the Rooms and Elements tabs. The missing step likely needs a room type the property does not have, or an element that is missing or inactive. Add the room, or open the element and turn its Active switch on.
An element may be active when the property does not have it. Open the Details section, go to the Elements tab, click the element, and turn its Active switch off. Future tasks will skip steps linked to it.

Tasks

Create and track work tied to a property.

Guest portal

Share stay information and portal links.

Integrations

Connect property systems and finance tools.

AI Hub

Let AI use approved property context.