Getting Started

Updated

Welcome to Kwilio Projects

Kwilio Projects is your all-in-one workspace for managing client projects, tasks, invoicing, and team collaboration — built natively for iPhone, iPad, and Mac.

This guide walks you through everything you need to get up and running.

Main Sections

Kwilio Projects is organised into four primary areas:

SectionWhat it’s for
ProjectsCreate and manage client projects, track status and budget
TasksAll tasks across every project — filter, sort, and assign
ClientsStore client contact details and track their projects and invoices
InvoicesCreate, manage, and export invoices to PDF

On iPhone these are tabs at the bottom of the screen. On iPad and Mac you’ll see a sidebar with a split-view layout.

  1. Add your company info — go to Settings → Company Info and fill in your name, address, and logo. This appears on every PDF invoice you export.
  2. Set your currency — while in Company Info, pick your billing currency from 40+ options.
  3. Add your first client — head to Clients and tap +
  4. Create a project — go to Projects, tap +, and link it to your new client
  5. Add tasks — open the project and start adding tasks
  6. Create an invoice — once work is underway, generate an invoice from the project

Free vs. Premium

Kwilio Projects is free to start. The free plan covers the basics; Premium removes all limits and unlocks Git integration, team collaboration, and Apple Intelligence features.

FreePremium
Projects10Unlimited
Tasks10Unlimited
Clients1Unlimited
Invoices1Unlimited
Categories2Unlimited
Shared projects1Unlimited
Collaborators1 per projectUnlimited
Git integration—✓
Apple Intelligence—✓

Upgrade via Settings → Go Premium.

Keyboard Shortcuts (iPad & Mac)

ShortcutAction
⌘ ⇧ PNew Project
⌘ ⇧ NNew Client
⌘ ⇧ INew Invoice
⌘ ⇧ UGo Premium
⌘ ⇧ 0Main Window

Next Steps