Coast + FreshBooks

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What is FreshBooks?

FreshBooks is a cloud-based accounting and invoicing software designed for small businesses and service teams. Businesses use FreshBooks to manage invoices, expenses, payments, time tracking and financial reporting — all in one platform.

What can you do with Coast + FreshBooks?

By connecting Coast with FreshBooks, Coast users can automatically generate invoices from completed work orders. That means less time spent on manual billing, fewer missed invoices and more accurate tracking of maintenance-related labor and parts costs.

 

For example, when a work order is completed in Coast, labor hours, parts and additional charges can automatically sync to FreshBooks as an invoice draft or completed invoice.

 

Key benefits:

 

  • Automatically create FreshBooks invoices from completed Coast work orders.
  • Sync labor, parts and maintenance costs into accounting workflows.
  • Reduce manual data entry between maintenance and finance teams.
  • Improve accuracy in billing and maintenance-spend tracking.
  • Speed up invoice creation and payment workflows.
  • Centralize operational and accounting data across teams.

What are the requirements to use this integration?

  • Coast Enterprise subscription
  • Coast admin permissions only
  • iPaaS integration with Zapier