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In this video, Richard Koberger introduces a step-by-step tutorial on building estimate and proposal templates using the new Builder in Service Titan. He emphasizes that this is a high-level demonstration, not a comprehensive guide, and advises viewers to refer to Service Titan Academy and the knowledge base for detailed information. The tutorial begins by navigating to the price book, where viewers can find a new "templates" tab in the left-hand menu. If the tab is missing, users should consult their customer success manager. Clicking on the templates tab will prompt a pop-up that offers a brief walkthrough of the new estimate templates.
