Eventually found what I needed but not instantly obvious
Finding the exact support resource I needed wasn’t immediate, but after some exploration and a few phone calls, I managed to get the assistance I was looking for. The documentation and training helped clarify many aspects of the software and using the dialer, but the initial search for specific solutions wasn’t as intuitive as I might have hoped. Invoicing processes and updates were clearly explained once I was pointed to the right sections, which was helpful. Though I wouldn't say it was straightforward at first, the outcome of having a working understanding was satisfactory for continuing daily tasks. The support team was polite and responsive when contacted, even if it took a bit of back and forth to locate the needed help. This likely isn’t unusual given the complexity of the toolset, but I do feel that a more streamlined guide might save time. On balance, I was able to integrate the software with my remote workflow, making the effort worthwhile.