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In this video tutorial, Richard Koberger, also known as the Blue Collar Nerd, demonstrates how to build estimate and proposal templates using the new builder in Service Titan. It is meant to be a high-level tutorial, not a comprehensive replacement for the knowledge base or Service Titan Academy. To begin, navigate to the price book in Service Titan and look for the new tab called templates. If it is not visible, contact your CSM. The first time you click on it, a pop-up will appear with a brief walkthrough of the new estimate template builder's features.
