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Revenue Overview
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Add Your First Client
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Phone
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Email
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Property Type
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🏖 Property (2nd Home)
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👥 Secondary Contact
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Invoices
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Quick Actions
Account Summary
Total Billed$0.00
Total Paid$0.00
Outstanding$0.00
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Client Files
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Service Requests from Clients
| Invoice # | Client | Description | Issued | Due | Amount | Status | Actions |
|---|---|---|---|---|---|---|---|
No invoices yet | |||||||
hello@mysecondhomeservices.com
Invoice
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Issued: —
Due: —
Due: —
Bill To
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Property
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| Description | Qty / Hrs | Rate | Amount |
|---|
Total Due$0.00
Total Expenses MTD
$0
Contractor Costs
$0
Supplies
$0
Net Profit MTD
$0
Recent Expenses
No expenses logged
📊
QuickBooks Online
Sync invoices, expenses, and payments automatically.
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Sync Status
Not connected
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P&L Summary
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Actions
💳
Stripe Payments
Accept credit/debit, ACH, and digital wallets on invoices.
● Connected
Active Payment Methods
💳 Credit Card
💳 Debit Card
🏦 ACH Transfer
Your Stripe account is connected and processing payments. Clients can pay invoices directly from their portal, and can save a card or bank account for one-click repeat payments.
⚙️ Test vs. Live Mode
Your platform is currently connected to Stripe. To switch between test and live mode, you update the Stripe keys in your create-checkout.js and charge-saved.js files, plus the publishable key in your portal. When you're ready to accept real payments, that's the "go live" step — reach out and we'll walk through it together to make sure real money flows correctly.
Manage in Stripe
All your payments, payouts, refunds, and transaction history live in your Stripe Dashboard. Log in there to view detailed records, issue refunds, or check your payout schedule.
Open Stripe Dashboard →
Client Portal
Each client gets a personalized secure link
🔗
portal.mysecondhomeservices.com/client/[id]
✅ View all invoices
💳 Pay by card or ACH
📁 Download files
📊 Payment history
💬 Message us
🔒 Secure login
Send Portal Invite
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Data Overview
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Clients
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Invoices
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Events
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Messages
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Requests
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Expenses
⚠️ Test Data Cleanup
Use this before going live to clear out test data.
Select what you want to permanently delete below. This cannot be undone. Your login, branding, and settings are never affected — only the data you choose.
Select what you want to permanently delete below. This cannot be undone. Your login, branding, and settings are never affected — only the data you choose.