Clients
Updated
Adding a Client
- Open the Clients tab and tap + (or press
⌘ ⇧ Non iPad/Mac) - Fill in the client details
- Tap Save
Free plan: 1 client. Premium: unlimited.
Client Fields
| Field | Required | Description |
|---|---|---|
| Name | Yes | Client's full name |
| Company | No | Company or organisation name |
| No | Email address (validated on entry) | |
| Phone | No | Phone number (validated on entry) |
| Address | No | Street address |
| Notes | No | Any background info about the client |
| Photo | No | Client avatar or company logo |
Importing Clients
Already have your clients somewhere else? Open Clients and choose Import:
- From Contacts — pick people from your Apple Contacts (Kwilio Projects asks for permission first)
- From a CSV file — exported from Google Contacts, Outlook, LinkedIn or a spreadsheet you made. Columns are matched by their header names, so their order doesn't matter
Clients that already exist are skipped, so importing the same file twice won't create duplicates. Imports count towards the free plan's 1-client limit.
Client Detail View
Tap any client to see:
- Full contact details
- All projects linked to this client
- All invoices raised for this client
- Notes
From the detail view you can create a new project or invoice directly for that client — the client field is pre-filled automatically.
Linking Clients to Projects and Invoices
When creating a project or invoice, the Client field lets you pick from your saved clients. Linking ensures the client's contact details carry through to invoice PDFs and makes it easy to see all work for a given client in one place.
Editing and Deleting Clients
- Edit: Open the client → tap Edit
- Delete: Open the client → tap the trash icon, or swipe left on the client in the list
Deleting a client does not delete their projects or invoices — those remain in the app and can be reassigned.