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In this video tutorial, Richard Koberger demonstrates how to build estimate and proposal templates using the new builder in Service Titan. This is a high-level tutorial meant to be a basic demo and not a comprehensive guide to replace Service Titan Academy or the knowledge base. To begin, navigate to the price book in Service Titan and look for a tab called templates. If you do not see this tab, contact your CSM as the new estimate template builder may not be enabled for your account yet. Clicking on the tab will prompt a pop-up with a brief walkthrough of the new features available.
