Use the same requirements and sample workflow when evaluating NBS and Housecall Pro. This checklist does not assert that either provider includes or lacks a feature, costs less overall, or produces better business results. Ask for a demonstration and written plan details before choosing.
Questions for NBS and Housecall Pro
Use the same requirements when speaking with both providers
🎯
Test your workflow
Ask both providers to demonstrate inquiry capture, scheduling, follow-up, and the exceptions your team handles.
💰
Compare total costs
Include subscriptions, users, messaging, setup, integrations, and ongoing maintenance in the proposed configuration.
💬
Confirm ownership
Agree who configures automations, trains the team, reviews AI responses, and handles support or data export.
Workflow Checklist
Ask both providers to demonstrate the workflows you need
Feature
Question for both providers
CRM
Contact Management
Which plan includes contact management, and what setup, limits, or usage costs apply?
Lead Management
Which plan includes lead management, and what setup, limits, or usage costs apply?
Scheduling
Online Booking
Which plan includes online booking, and what setup, limits, or usage costs apply?
Dispatching
Which plan includes dispatching, and what setup, limits, or usage costs apply?
AI
AI Chatbot
Which plan includes ai chatbot, and what setup, limits, or usage costs apply?
AI Appointment Booking
Which plan includes ai appointment booking, and what setup, limits, or usage costs apply?
Automation
Email Campaigns
Which plan includes email campaigns, and what setup, limits, or usage costs apply?
SMS Campaigns
Which plan includes sms campaigns, and what setup, limits, or usage costs apply?
Drip Sequences
Which plan includes drip sequences, and what setup, limits, or usage costs apply?
Marketing
Landing Pages
Which plan includes landing pages, and what setup, limits, or usage costs apply?
Funnel Builder
Which plan includes funnel builder, and what setup, limits, or usage costs apply?
Reputation
Review Requests
Which plan includes review requests, and what setup, limits, or usage costs apply?
Finance
Estimates & Invoices
Which plan includes estimates & invoices, and what setup, limits, or usage costs apply?
Payment Processing
Which plan includes payment processing, and what setup, limits, or usage costs apply?
Plan Your Budget
Published NBS subscription prices; confirm the complete configuration
with each provider
Tier
NBS
Housecall Pro
Monthly subscription
Standard: $59/mo
Confirm current plan
Annual subscription
Standard: $590/year
Confirm current plan
Custom requirements
Premium: custom
Discuss requirements
Confirm users, usage charges, integrations, setup, and support before
purchasing.
View Housecall Pro's current plans. Provider link checked October 7, 2026.
Bring These Details to the Demo
Your expected contact volume, team size, and access requirements
Required channels, consent handling, and human handoffs
Your booking process, reporting needs, and integrations
Migration scope, implementation budget, and support expectations
Compare NBS to Other CRMs
Explore questions to ask when evaluating other options