Services are the building blocks of every proposal: each line on an engagement is a service, priced for a specific client entity. Services also feed jobs, billing and your XPM mappings, so it pays to set up your services list — categories, default prices and tax settings — before you start generating proposals.
Open the Settings menu at the bottom of the sidebar and choose Services. The Custom Services page lists every service with its XPM Source, Category, Default Price (excl. tax), Price Frequency, Tax, Frequency, Xero Account, Code, estimated time, and whether it's Active or Designated.
The XPM Source column shows where each service came from:
Template — linked to an XPM job template.
Task — linked to an XPM task.
Custom — created in Nagaris with no XPM link.
Click Add New Service (or the edit button on a row) to open the service form. Key fields:
Service Name and Service Code.
Categories — group services for easier searching (you can also edit categories inline on the list).
Default Frequency and Default Est. Time.
Price (excl. tax) and Payment Timing — the default price pre-fills the service's price whenever you add it to a proposal. Enter it excluding GST.
Tax — the revenue tax type, which drives how GST is presented to the client.
Xero Revenue Account — the Xero account the service's revenue maps to (connect Xero to select one). This account's tax rate is used to calculate GST on the client-facing proposal.
Total Budget — a default internal budget, either a single amount or broken down by role.
Active and Designated flags.
Mark frequently used services as favourites with the star icon so they surface first when adding services to a proposal.
You can bulk-load your services list in two ways:
From XPM — set up your tasks in XPM (see Xero Central's Set up your tasks guide) and they sync into Nagaris as services.
From another billing platform, or if you don't use XPM — send a CSV of your service names and descriptions to support and we'll import them for you.
A service doesn't need an XPM task or template to go on a proposal. Any service without that link is a custom service:
Custom services show a Custom badge in the service picker, on the proposal builder's Services tab and on the engagement detail page. For firms connected to XPM, the badge's tooltip explains: Custom service - shown on the proposal but not created as a task inside an XPM job.
Custom services don't need to sit inside a job. They can be added directly at the engagement level and billed through a payment package like any other service.
Because they aren't job-dependent, custom services are never flagged as missing a job, and they don't stop you deleting all the jobs on an engagement.
Use custom services for one-off or advisory work you want to price and invoice through Nagaris without creating a matching XPM job task.
Only staff users can add services — users with a client role don't see the Add New Service button.
Filter the list by Active, Favourite, Designated or Tags, and search by name, to keep a large catalogue manageable.
If a service has no Xero Revenue Account, Nagaris falls back to your organisation's default account, and then to standard 10% GST, when calculating tax on proposals.
