Use the same requirements and sample workflow when evaluating NBS and ServiceTitan. 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 ServiceTitan
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?
Customer History
Which plan includes customer history, and what setup, limits, or usage costs apply?
Scheduling
Job Scheduling
Which plan includes job scheduling, and what setup, limits, or usage costs apply?
Dispatch Board
Which plan includes dispatch board, and what setup, limits, or usage costs apply?
GPS Tracking
Which plan includes gps tracking, 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
Marketing Automation
Which plan includes marketing automation, and what setup, limits, or usage costs apply?
Review Automation
Which plan includes review automation, and what setup, limits, or usage costs apply?
Finance
Estimates
Which plan includes estimates, and what setup, limits, or usage costs apply?
Invoicing
Which plan includes invoicing, and what setup, limits, or usage costs apply?
Payroll Integration
Which plan includes payroll integration, and what setup, limits, or usage costs apply?
Reporting
Performance Dashboards
Which plan includes performance dashboards, and what setup, limits, or usage costs apply?
Technician Scorecards
Which plan includes technician scorecards, and what setup, limits, or usage costs apply?
Plan Your Budget
Published NBS subscription prices; confirm the complete configuration
with each provider
Tier
NBS
ServiceTitan
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 ServiceTitan'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