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Richard Koberger, the Blue Collar Nerd, demonstrates how to build estimate and proposal templates using the new builder in Service Titan. This video serves as a high-level tutorial and a basic demo, not a comprehensive replacement for Service Titan Academy or the knowledge base. To get started, navigate to the price book in Service Titan and look for a new tab called templates. If you don't see it, contact your CSM as the new builder may not be activated for your account yet. Clicking on the tab will prompt a pop-up with a brief walkthrough of the new features.
