The Services and Jobs tabs of the proposal builder are where you define the work: which services you're providing, for which entity in the group, inside which job, and at what price and budget. This article covers both tabs, plus period labels (financial years, quarters and months) on service lines.
On the Services tab, click Add Services (or use the inline add row at the bottom of the table). Pick a client from the Select client dropdown, then search and tick the services you want. Favourite services appear first, and custom services show their Custom badge. You can add the same service more than once — useful for multiple years of the same return.
Each service row has:
Service — the service name, with an optional period label underneath (see below).
Client — the entity in the group this line is for. Every line needs a client.
Job — the job the work sits in. XPM-linked services must have a job; custom services can be left at engagement level (No job). The job dropdown also offers a create-job option if the right job doesn't exist yet.
Bill Type — the payment package the line is billed through. You can pick an existing package or add a new one from the dropdown.
Client Billing (ex. GST) — the price for this line, excluding GST. For hourly-rate packages the price shows as an amount per hour (/hour); for range packages you enter Min and Max amounts; for custom packages the row shows Charged via the package name instead of a price, because the package's own schedule sets the amount.
Budget, $ (ex. GST) — your internal budget for the line. If you set a price on a line with no budget, the budget defaults to the price.
Tick multiple rows to use the bulk actions bar — assign a client, Set Status (Included, Optional or Excluded), set the payment package, or delete the selected lines in one go.
Service lines can carry a period label so the client can see exactly which year or period each line covers (for example FY25 Income Tax Return).
On a service row, open the period control under the service name.
In the Set Period dialog, pick from the Year tab (Australian financial years such as FY26, running July to June), the Quarter tab, the Month tab, or type your own label on the Custom tab.
You can select multiple periods; they appear as removable tags.
Click Apply.
There is no bulk period change — if a proposal or job moves to a different financial year, update the period on each service individually before sending the engagement.
The Jobs tab shows a card per job. On each card you can edit:
The job name (a job-name template picker is available), and the Primary Client.
Start Date (Today or Custom) and Due Date (+12m, End of FY or Custom). End of FY targets the end of the current Australian financial year.
Total Budget — click the budget pill to override the sum of the service budgets. An overridden budget shows an Adjusted badge.
Click More to reveal extra fields: Category, State (for XPM-connected firms), Partner, Manager, Team (a searchable staff picker) and Description.
Each job card also lists its services with Package, Start Date, Due Date, Est. Mins, Price, $ (ex. GST) and Budget, $ (ex. GST) columns, an inline add-service row, and a totals row. Jobs can be deleted from the card as long as their services are handled.
Job is required for … — an XPM-linked service has no job. Assign one from the Job dropdown or create a job; only custom services can live without a job.
Client is required for … — every service line must be assigned to an entity in the group.
A service must be assigned to a payment package before the engagement can be sent — pick a Bill Type or the row is flagged.
If a total looks wrong, check that all prices were entered excluding GST (see the GST article).
