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Richard Koberger, also known as Blue Collar Nerd, provides a step-by-step demonstration on how to build estimate and proposal templates using the new builder in Service Titan. The video serves as a basic tutorial and demonstration, not a fully comprehensive guide. To access the new feature, navigate to the price book in Service Titan and look for the "templates" tab. If the tab is not visible, contact your customer success manager. The video includes a brief walkthrough of the new builder interface.
