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In this video tutorial, Richard Koberger introduces a step-by-step demonstration on building estimate and proposal templates using the new builder in ServiceTitan. He clarifies that the video is a high-level overview and not a comprehensive guide, suggesting viewers refer to ServiceTitan Academy for more in-depth information. Richard explains how to navigate to the price book and locate the new "templates" tab in the left-hand menu. If this tab is not visible, he advises contacting your Customer Success Manager (CSM) as the new template builder may not be enabled for your account. He notes that clicking on the tab will also show a pop-up describing what’s new in estimate templates.
