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In this video tutorial, Richard Koberger, also known as the Blue Collar Nerd, demonstrates how to build estimate and proposal templates using the new builder in ServiceTitan. He clarifies that this is a high-level overview, not a comprehensive guide meant to replace the ServiceTitan Academy or knowledge base. The tutorial begins by navigating to the price book in ServiceTitan, where users can find a new tab labeled "templates." If the tab is not visible, he advises contacting a customer success manager (CSM) to ensure the new estimate template builder is activated for the account. Upon first accessing the templates, users will encounter a pop-up highlighting new features, along with a brief walkthrough option.
