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:

| Section | What it's for | |---|---| | Projects | Create and manage client projects, track status and budget | | Tasks | All tasks across every project — filter, sort, and assign | | Clients | Store client contact details and track their projects and invoices | | Invoices | Create, 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.

| | Free | Premium | |---|---|---| | Projects | 10 | Unlimited | | Tasks | 10 | Unlimited | | Clients | 1 | Unlimited | | Invoices | 1 | Unlimited | | Categories | 2 | Unlimited | | Shared projects | 1 | Unlimited | | Collaborators | 1 per project | Unlimited | | Git integration | — | ✓ | | Apple Intelligence | — | ✓ |

Upgrade via Settings → Go Premium.

Keyboard Shortcuts (iPad & Mac)

| Shortcut | Action | |---|---| | ⌘ ⇧ P | New Project | | ⌘ ⇧ N | New Client | | ⌘ ⇧ I | New Invoice | | ⌘ ⇧ U | Go Premium | | ⌘ ⇧ 0 | Main Window |

Next Steps