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In this video tutorial, Richard Koberger, known as the Blue Collar Nerd, presents a step-by-step demonstration on how to build estimate and proposal templates using the new Builder in ServiceTitan. The video serves as a high-level overview and is not intended to be comprehensive like ServiceTitan Academy or the knowledge base. He instructs viewers to navigate to the price book in ServiceTitan where they will find a new tab called "Templates." If this tab is not visible, he advises contacting the Customer Success Manager (CSM) as it may not be activated for the account yet. Upon first accessing the templates, a pop-up will appear to introduce new features and provide a brief walkthrough of the template builder.
