DEMO|Visual prototype with sample data — not connected to live systems

Dashboard

Welcome back, Comfort Air Services

Total Properties

14,237

In your service area

New This Month

342

+18% vs last month

Credits Remaining

2,340

of 4,000 purchased

Active Automations

3

2 running, 1 paused

Recent Campaigns

View All
CampaignTypeAudienceCreditsStatusDate
Spring HVAC Tune-UpDirect Mail2,4002,400SentFeb 12, 2026
New Homeowner WelcomeEmail + SMS312312ActiveFeb 10, 2026
Aging Furnace AlertPostcard 6x9847847ScheduledFeb 18, 2026
Referral Re-EngagePhone/Dialer156156CompletedFeb 5, 2026
Emergency Prep BlastMulti-Channel1,1001,100DraftFeb 15, 2026

Credit Usage

58.5%used
Used
1,660
Remaining
2,340

Top Performing Campaigns

Spring HVAC Tune-Up

Direct Mail

Open Rate

34.2%

Response

8.7%

New Homeowner Welcome

Email + SMS

Open Rate

52.1%

Response

12.3%

Referral Re-Engage

Phone/Dialer

Open Rate

N/A

Response

18.5%

HomeStory Insights

Phalanx Pro · $599/mo

Homeowners in Area

847

Opted in to HVAC

312

New This Month

23

Pending Requests

4

View HomeStory Data

Referred Clients

Homeowners who signed up through your referral or a mover partner

5

Active

1

Expired

HomeownerSourceSigned UpTrade60-Day WindowStatus

Sarah Mitchell

1245 Oak Hill Dr, Florence, KY

Your Referral Link
Feb 8, 2026HVAC
47 days left
Exclusive

James Thompson

892 Maple Ln, Erlanger, KY

QR Code — Postcard
Jan 22, 2026HVAC
30 days left
Exclusive

Michelle Rivera

567 Sunset Ave, Independence, KY

Your Referral Link
Jan 5, 2026HVAC
13 days left
Exclusive

David Kim

2100 Cherry Blossom Ct, Ft Thomas, KY

Two Guys & A Truck
Feb 14, 2026HVAC
53 days left
Exclusive

Karen Walsh

780 Ridgeview Dr, Burlington, KY

ABC Moving Company
Feb 1, 2026Plumbing
40 days left
Exclusive

Robert Lewis

445 Elmwood Pl, Edgewood, KY

Your Referral Link
Dec 28, 2025HVACExpiredOpen
Tiered Referral Rewards: Earn 100-800 credits per referral based on commitment level. Annual All-In referrals earn up to 800 credits. Phalanx Pro referrals earn +200 bonus credits on top.

Mover Partners

Moving companies referring homeowners to MyHomeStory

488

Total Referrals

2,440

Credits Earned

Two Guys & A Truck

11 months active

Referrals

142

Credits Earned

710

ABC Moving Company

8 months active

Referrals

98

Credits Earned

490

NKY Relocations

6 months active

Referrals

67

Credits Earned

335

Allied Home Movers

9 months active

Referrals

112

Credits Earned

560

Cincinnati Express Moving

4 months active

Referrals

69

Credits Earned

345

Add Mover Partner

Movers earn free credits for each homeowner sign-up

How it works: Mover partners give new homeowners a referral link. Each sign-up to the MyHomeStory app earns the mover free export credits — growing the network for everyone.

Add MyHomeStory Data Access

Upgrade to Phalanx Pro ($599/mo) for direct access to consent-verified homeowners, permission-based contact, referral tools, and 60-day exclusivity. Vetted contractors only.

Learn More

See How It All Connects

Two apps. One shared data layer. Homeowners feed the data, contractors consume the intelligence, movers grow the network — and the flywheel accelerates.

Explore the Flywheel