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Richard Koberger, also known as The Blue Collar Nerd, provides a step-by-step tutorial on how to build estimate and proposal templates using the new builder in Service Titan. This video is a high-level demonstration meant to be a basic demo and not a fully comprehensive guide. It is a great starting point for beginners and should not replace the resources available in Service Titan Academy. To access the new template builder, navigate to the price book in Service Titan and look for the tab called templates. If you don't see the tab, contact your CSM. The tutorial includes a brief walkthrough on how to use the new estimate template builder.
