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In this video 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 this video serves as a high-level introduction and is not intended to replace the comprehensive resources available in ServiceTitan Academy or in the knowledge base. The tutorial begins with navigating to the price book in ServiceTitan and locating a new tab called "templates" in the left-hand menu; if it's missing, viewers should contact their Customer Success Manager (CSM). Upon the first click, a pop-up appears to introduce the features of the new estimate template builder, offering a brief walkthrough of its functionalities.
