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In this video tutorial, Richard Koberger, known as the Blue Collar Nerd, demonstrates how to build estimate and proposal templates using ServiceTitan's new builder. This high-level tutorial serves as a basic introduction, not a comprehensive guide, and does not replace the ServiceTitan Academy or knowledge base. He begins by navigating to the price book in ServiceTitan, locating a new tab labeled "templates." If this tab is not visible, users are advised to consult their customer success manager (CSM). Upon first accessing the tab, a pop-up appears explaining the new features of estimate templates, which can be explored through a brief walkthrough.
