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In this video tutorial, Richard Koberger, also known as the Blue Collar Nerd, provides a step-by-step demonstration on building estimate and proposal templates using ServiceTitan's new builder. The tutorial is intended as a high-level overview and is not a comprehensive guide, emphasizing that viewers should refer to ServiceTitan Academy and the knowledge base for more detailed information. The video begins by navigating to the price book in ServiceTitan, where users can find the new "templates" tab in the left-hand menu. Users who do not see this tab are advised to consult their Customer Success Manager (CSM). Upon the first access, a pop-up introduces the new estimate template features and a brief walkthrough is available for further guidance.
