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In this video, Richard Koberger, 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 the tutorial offers a high-level overview and is not comprehensive; it’s intended as a starting point rather than a replacement for ServiceTitan Academy or the knowledge base. Koberger guides viewers to navigate to the “Price Book” within ServiceTitan, where a new tab called “Templates” can be found. If the tab is absent, users should consult their Customer Success Manager (CSM). Upon the first click on the tab, a pop-up offers a brief overview of the new estimate templates feature.