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Richard Koberger, also known as Blue Collar Nerd, provides a step-by-step demonstration on how to create estimate and proposal templates using the new builder in Service Titan. This tutorial is intended to be a basic demo and should not replace the information in Service Titan Academy or the knowledge base. To start, navigate to the price book in Service Titan and look for the new tab called templates. If you do not see this tab, contact your CSM as the new estimate template builder may not be enabled for your account yet. Clicking on the tab will prompt a pop-up showcasing the new features.
