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Convert Plumbing Proposal Template

Convert Plumbing Proposal Template

Aug 6th, 2022

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Simple guide on how to Convert Plumbing Proposal Template

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Follow these simple steps to Convert Plumbing Proposal Template employing DocHub:

Log in to the profile or sign up for free with your Google profile or email address.
Choose a file you want to upload from your computer or integrated cloud storage service (Box, Google Drive, or OneDrive).
Access DocHub top-notch editing tools with a user-friendly interface and change Plumbing Proposal Template according to your needs.
Convert Plumbing Proposal Template and save adjustments.
Effortlessly fix any errors well before going forward with the file export.
Download, export and deliver or easily share your document along with your colleagues and customers.
Get back to your document or create Templates to maximize your productivity

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How to Convert Plumbing Proposal Template

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44 votes

In this video, Richard Koberger provides a step-by-step demonstration on how to build estimate and proposal templates using the new builder in ServiceTitan. He clarifies that this tutorial is a high-level overview and not a comprehensive guide, emphasizing that it does not replace the resources in ServiceTitan Academy or the knowledge base. The demonstration begins with navigating to the price book and locating the new "templates" tab in the left-hand menu. If the tab is not visible, users are advised to consult their Customer Success Manager, as the new estimate template builder may not be activated for their account. Clicking on the tab prompts a pop-up detailing what's new in estimate templates, including a brief walkthrough of the features.

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