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In this tutorial, Richard Koberger introduces a step-by-step guide on creating estimate and proposal templates using the new Builder feature in ServiceTitan. He clarifies that the video serves as a high-level overview rather than a comprehensive training resource, and suggests viewers refer to ServiceTitan Academy for in-depth learning. The demonstration begins by navigating to the price book in ServiceTitan, where users will find a new tab titled "Templates." If the tab is not visible, viewers should contact their Customer Success Manager. Upon first clicking the tab, a pop-up reveals the new features in estimate templates and offers a brief walkthrough for users.
