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In this tutorial, Richard Koberger, also known as the Blue Collar Nerd, demonstrates how to build estimate and proposal templates using ServiceTitan's new builder. He emphasizes that the video serves as a high-level introduction and is not a comprehensive guide, encouraging viewers to utilize ServiceTitan Academy and the knowledge base for more detailed information. Richard begins by navigating to the price book within ServiceTitan, where he highlights a new tab for templates. He advises viewers to contact their Customer Success Manager (CSM) if the tab is not visible, indicating that the new estimate template builder may not be activated for their account. Upon initial use of the template feature, users will see a pop-up that provides a brief overview of the new functionality.
