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In this video, Richard Koberger, also known as "his blue collar nerd," provides a step-by-step demonstration on creating estimate and proposal templates using the new builder in ServiceTitan. He clarifies that the tutorial is an overview and not a comprehensive guide, emphasizing the importance of referring to ServiceTitan Academy for detailed information. The session begins by navigating to the price book within ServiceTitan, where users can find a new tab labeled "templates." If the tab is not visible, users are advised to consult their Customer Success Manager (CSM). The initial click on the template tab triggers a pop-up that offers a brief walkthrough of the new estimate template features.
