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In this video tutorial, Richard Koberger introduces a step-by-step demonstration for building estimate and proposal templates using the new Builder in ServiceTitan. He emphasizes that the video serves as a high-level overview and is not a comprehensive guide, so it should not replace resources from ServiceTitan Academy or the knowledge base. The tutorial begins with navigating to the price book in ServiceTitan and locating the new "templates" tab in the left-hand menu. If the tab is not visible, viewers should contact their customer success manager. The video includes an initial pop-up about new features in estimate templates, guiding users through a brief walkthrough of the process.
