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In this video, Richard Koberger, also known as the Blue Collar Nerd, provides a high-level tutorial on building estimate and proposal templates using the new builder in ServiceTitan. He clarifies that this demonstration is not intended to be a comprehensive guide or a substitute for the ServiceTitan Academy or knowledge base. The tutorial begins with navigating to the price book in ServiceTitan, where users will find a new tab called "templates." If this tab is absent, viewers are advised to contact their Customer Success Manager, as the feature may not be enabled for their account. The first time users click on the tab, a pop-up appears, offering a brief walkthrough on the new estimate templates.
