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.
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.Property pipeline
Not every property is in the same stage. Some are leads you are evaluating, others are fully active and taking bookings. The pipeline board gives you a visual, Kanban-style view of your entire portfolio - organized by stage - so you can track every property from prospecting through to close.How the board works
The pipeline board displays your properties as cards arranged in columns, one for each stage. Drag and drop a property card from one column to the next as it progresses - for example, moving a property from Evaluation to Onboarding once you have agreed terms with the owner. Click any property card on the board to open a detail sidebar with key information (address, owner, notes, and current stage) without leaving the pipeline view.Creating a pipeline
You can create multiple pipelines to track different workflows. For example, one pipeline for new property acquisitions and another for renovation projects.Open the pipeline board
Navigate to Properties and select the Deals view from the sidebar. If you do not have a pipeline yet, you will be prompted to create one.
Create a new pipeline
Click the pipeline selector at the top and choose New Pipeline. Give it a name that describes the workflow - for example, “New Listings” or “Owner Renewals.”
Configure your stages
Open Pipeline Settings to add, rename, reorder, or remove stages. Each stage represents a step in your process. Common examples include Lead, Evaluation, Onboarding, Active, and Churned - but you can define whatever stages fit your operation.
Example stages
Here is a common pipeline layout for tracking new property acquisitions:| Stage | Purpose |
|---|---|
| Lead | A property owner has expressed interest, or you have identified a potential listing |
| Evaluation | You are assessing location, condition, revenue potential, and owner expectations |
| Onboarding | The deal is done - setting up photos, amenities, PMS connection, and guest readiness |
| Active | The property is live and accepting reservations |
| Paused | Temporarily not taking bookings (renovations, seasonal closure, or owner use) |
| Churned | No longer under management - historical data and owner relationships are preserved |
These stages are just a starting point. You can customize your pipeline with as many or as few stages as your workflow requires.
Property details
Click on any property to open its detail view. Everything you need to know about a property is organized into clear sections:Overview
Overview
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.
Owner contacts
Owner contacts
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.From the Add Contact dialog you can either link an existing contact or create a new one on the spot. If you search for a name that is not in your contacts yet, click Create new contact to add them - the name you typed is prefilled for you, and the new contact is linked to the property in a single step.
Custom fields
Custom fields
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.
Photos & media
Photos & media
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.
Amenities
Amenities
List all property amenities - pool, hot tub, parking, pet-friendly, and more. This information helps the AI agent answer guest questions accurately.
Reservations
Reservations
See all upcoming and past bookings for this property. Quick access to guest details, dates, and booking source without switching to another page.
Tasks
Tasks
View all cleaning, maintenance, and inspection tasks associated with this property. Create new tasks directly from the property detail view.
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:| Type | Example use |
|---|---|
| Text | Lock box code, Wi-Fi password, special instructions |
| Number | Management fee %, number of parking spots |
| Date | Contract start/end, last deep clean |
| Currency | Monthly rent, cleaning cost, average nightly rate |
| URL | Listing link, owner portal, insurance policy |
| Owner email, building manager | |
| Phone | Emergency contact, building concierge |
| Select | Property type, cleaning frequency, region |
| File upload | Contracts, permits, insurance documents |
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.
Keeping Trellis and your PMS aligned
PMS sync is not universal or identical across providers. Trellis imports supported property records, reservations, conversations, reviews, photos, and operational data based on the integration you connect.- Inbound updates come through provider updates, scheduled syncs, or manual sync controls depending on the PMS.
- Outbound writes are limited to provider-supported actions such as selected reservation fields, review replies, messages, task sync, calendar/pricing actions, or custom fields where Trellis has a specific integration path.
- Trellis-only fields stay in Trellis unless a provider-specific writeback is implemented.
Check the docs for your PMS integration before assuming a field syncs both ways.
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.