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In this video tutorial, Richard Koberger, known as the Blue Collar Nerd, demonstrates how to build estimate and proposal templates using the new builder in ServiceTitan. The video serves as a high-level introduction rather than a comprehensive guide, emphasizing that it is not intended to replace ServiceTitan Academy or the knowledge base. Richard begins by navigating to the price book in ServiceTitan and points out the new "templates" tab in the left-hand menu. If the tab isn't visible, he advises contacting a Customer Success Manager (CSM). Upon the first click of the tab, a pop-up provides a brief overview of the new estimate templates feature.
