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What Workforce helps you do

Workforce helps managers plan who is working, where they should be, and what needs approval. It is built for cleaning, inspection, maintenance, and field teams that need clear schedules. Use Workforce to:
  • Schedule shifts.
  • Review the team calendar.
  • Approve requests.
  • Track absences.
  • Manage departments and team assignments.
  • Support field workers who clock in and out.

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Before you start

Admins and managers usually see the full Workforce section. Field workers may see a simpler view focused on their shifts and assigned work. Make sure your team members, departments, and permissions are set up before you rely on the schedule.

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Main areas

Shifts

Review planned shifts and who is assigned.

Schedule

See the workforce calendar by date.

Approvals

Review requests that need manager approval.

Absences

Track time away from work.

Team

Manage departments and the people who belong to them.

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Plan the schedule

1

Open Workforce

Click Workforce in the main navigation.
2

Open Schedule

Use the calendar to see who is working on each day.
3

Review coverage

Check whether each property, visit, or operational need has the right person assigned.
4

Handle approvals

Open Approvals and approve or reject pending requests.

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Use Schedule on mobile

In the mobile app, open More > Schedule. Use Me to review your personal shifts and manage your own absence requests. Select Request Absence to add time away, or select an existing request to edit or delete it. Admins and managers can switch to Team to review and manage team shifts. Visits remain available from the separate Visits destination.

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Set up a vendor

1

Open Vendors

Go to Settings > Permissions, then open Vendors.
2

Add the vendor

Enter the vendor name and the contact who should manage the vendor workspace.
3

Choose their work

Select the properties and task types the vendor should see. Use default assignment only when the vendor should receive that work automatically.
4

Confirm access

After the vendor accepts the invitation, ask them to sign in and confirm that the right properties and tasks are visible.
If the contact already manages a vendor workspace, Trellis can link that workspace instead of creating another one.
Trellis Vendors page with sample cleaning and maintenance vendors

Open a vendor to review its invitation, properties, and task types.

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How to check it worked

Your schedule should show the right team members, dates, and assignments. Field workers should see their own shifts, and managers should see pending approvals before work is missed.

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Common problems

Check their role and permissions. Some tabs are shown only to admins, managers, or users with workforce approval access.
Confirm the worker has an active shift and location tracking or clock-in settings are allowed for that workspace.
Open team or workspace settings and confirm the department exists and has the right members.
Open Settings > Permissions > Vendors, select the vendor, and confirm the contact email. Use Resend invite when it is available, then check that the correct properties and task types are selected.