Eventually found necessary features to proceed
After going through the sales and pre-purchase phases, I can confirm that I was able to find the required features within the software and training offered by WFHI. It took some time, as the initial documentation was not very clear in highlighting critical aspects like the database integration and calling tools usage. Nonetheless, persistent effort eventually led me to the useful sections needed to proceed with onboarding. The sign-up and invoicing processes were relatively straightforward once I committed. I appreciate that automatic updates keep the software current, though clearer upfront guidance on where to locate specific functions would enhance the experience. Overall, while it was not easy to find what I needed at first, the end result was that I was equipped to use the remote workflow tools effectively.