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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 the new builder in ServiceTitan. The video serves as a high-level introduction rather than a comprehensive guide, and it complements resources available in ServiceTitan Academy and the knowledge base. Koberger begins by navigating to the price book within ServiceTitan, where users will find a new tab called templates. If the tab is not visible, users should consult their Customer Success Manager (CSM). Upon clicking the templates tab for the first time, a pop-up will appear, offering a brief walkthrough of the new features in estimate templates.
