App Store Edition · Customer Dossier & Job Proof · US · CA · AU · NZ · UK
Keep every client’s quotes, invoices, receipts, photos & scope proof in one dossier.
Whenever a corporate client, homeowner, general contractor or property manager questions an invoice, asks for backup receipts or disputes a change in scope, hunting through emails and camera rolls costs you time and leverage. Keel’s Customer Dossier keeps every client’s complete history—quotes, approved changes, numbered invoices, pass-through receipts and notes—ready to export as a clean PDF + ZIP package from your iPhone. Free to download on the App Store.
Save your invoice in Keel iCloud Workspace & download PDF
Sign in with your Apple ID in 1 tap to save this invoice to your 5 free iCloud records, export a clean PDF, and open it on your iPhone for unlimited invoicing.
Client CRM, Scope Protection & Timestamped Job Dossiers for Anyone Who Invoices
A private, on-device Client CRM built around real money and real proof
Bloated CRMs like HoneyBook, Dubsado, HubSpot or ServiceTitan charge $40–$150+/month. Keel gives you instant client balance tracking and 1-tap Customer Dossiers with no monthly subscription.
Complete client timeline
Open any client to see lifetime billed revenue, open quotes, unpaid invoices, attached receipts and logged trips.
1-tap Customer Dossier export
Generate a professional PDF summary and supporting ZIP archive for a client, project or dispute in seconds.
100% private on your iPhone
Your client list, pricing and contact details never sit on a third-party marketing cloud.
Who this edition is built for
Freelancers (designers, developers, photographers, video producers, social media managers, architects) and consultants who need clean client histories and reimbursable-expense backup.
Coaches, personal trainers, realtors, event/wedding planners and boutique solo agencies managing multiple active client retainers and vendor costs.
Independent contractors and tradespeople who want timestamped scope, variation and receipt proof for every homeowner or GC.
The frustrations this edition solves.
Built for solo operators, first-time business owners and 1–5 person crews.
"Can you send the backup receipts for this invoice?"Spending an hour digging through email threads and photos to prove reimbursable client expenses or material costs.
Scope creep & verbal change disputesClients forgetting they approved an extra revision, shoot day or site variation weeks ago.
Forgotten overdue balancesNot having an instant view of which clients still owe you money across multiple invoices.
Monthly CRM subscription fatiguePaying every month for complex client-portal software when clients just want a clear PDF quote and invoice.
Included in Keel on the App Store.
Free to download on the App Store.
Customers
Know your customers
A small CRM built in: each customer’s jobs, invoices and payment history in one place.
Estimates
Quote the work
Write the estimate on site and send it while the customer is still standing there. When they say yes, turn it into an invoice draft — Today flags accepted quotes ready to convert.
Invoices
Invoice the customer
Clean PDF invoices with taxes, discounts and payment terms, sent by email, Messages or WhatsApp. Add a payment QR code; line items you have used before are suggested, priced from your own history.
Payments
Track payments
Every invoice is kept with its job and client, and each payment is recorded against it, so you can see what has been paid.
Receipts
Keep receipts
Photograph a receipt while it is still in your hand and file it against the customer or the job.
5-Folder Pack5-Folder Pack
Hand your accountant the year
At filing time, Keel compiles your 5-Folder Statutory Pack — supporting worksheets, mileage logs, income proof, job profitability, and accountant CSVs — built from the books you already keep.
Free web calculators, templates & comparisons.
Try our browser tools with no login required, or compare how Keel stacks up.
What is included in a Keel Customer Dossier export?
A Customer Dossier packages the client’s job history, quotes, numbered invoices, payment records, logged expenses and attached receipt images into a clean, verifiable archive. 5-Folder Pack $49.99 per period, or Keel Lifetime $299.99 once.
Can I import my existing client list from CSV or another app?
Yes. You can import clients, invoices and expenses from CSV/ZIP in seconds on your iPhone. Free to download on the App Store.
Open the Customer Dossier and Job Proof page on the App Store.
Free to download on the App Store. Free to download · No bank connection.
