The customer form above is typical of all forms in the system. Here you will enter information on either yourself (in the case of a homeowner) or your customers (in the case of a professional). As a homeowner, your name is sufficient.
The professionals will want to complete the address information on the Details tab of the form. This information will flow to various reports in the system and help identify the current budget as you are entering data.
The Customers form has an additional command button labeled “Projects”. This button will open the Projects form for the currently selected customer allowing editing of project data.