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Save Plumbing Proposal Template in PNG

Save Plumbing Proposal Template in PNG

Aug 6th, 2022

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How to Save Plumbing Proposal Template in PNG

4.6 out of 5

46 votes

In this tutorial, Richard Koberger demonstrates step-by-step how to build estimate and proposal templates using ServiceTitan's new builder. This high-level demo serves as an introductory guide and doesn't replace the comprehensive resources in ServiceTitan Academy or the knowledge base. Richard first directs viewers to navigate to the price book and look for a new tab labeled "templates." If the tab isn't visible, he suggests consulting a customer success manager, as the new estimate template builder may not be activated for some accounts. When accessing the tab for the first time, users will see a pop-up introducing what's new in estimate templates, with an option to view a brief walkthrough.

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