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Clean sheet in the Construction Equipment Lease Proposal Template

Clean sheet in the Construction Equipment Lease Proposal Template

Aug 6th, 2022

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How to clean sheet in the Construction Equipment Lease Proposal Template

4.6 out of 5

19 votes

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 content is a high-level overview intended as a basic demo, rather than a comprehensive guide or a replacement for ServiceTitan Academy and its knowledge base. The tutorial begins by navigating to the price book in ServiceTitan, where users should find a new tab labeled "templates." If the tab is not visible, users are advised to consult their Customer Success Manager (CSM). The video includes an introduction to the features of the new estimate template builder via a pop-up walkthrough.

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