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Reorder Pages HVAC Proposal Template

Reorder Pages HVAC Proposal Template

Aug 6th, 2022

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How to Reorder Pages HVAC Proposal Template

5 out of 5

65 votes

In this tutorial, Richard Koberger, aka Blue Collar Nerd, demonstrates how to build estimate and proposal templates using the new builder in ServiceTitan. He clarifies that the video is a high-level overview, not a comprehensive guide or a substitute for ServiceTitan Academy or the knowledge base. Richard first guides viewers to navigate to the price book, where they will find a new tab called "templates." He advises reaching out to a customer success manager (CSM) if the tab is not visible. Upon the first click of the tab, a pop-up provides an overview of the new estimate templates and offers a brief walkthrough of functionalities.

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