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In this tutorial, Richard Koberger, also known as the Blue Collar Nerd, provides a step-by-step demonstration on building estimate and proposal templates using the new builder in ServiceTitan. He clarifies that the video serves as a high-level overview and is not a substitute for the comprehensive resources available in ServiceTitan Academy or the knowledge base. The tutorial begins with navigating to the price book within ServiceTitan to access a new tab called "templates." If the tab is not visible, users are advised to contact their Customer Success Manager. The first click on the tab prompts a pop-up showcasing what's new in estimate templates, offering a brief walkthrough of the features.
