felt a bit hit and miss overall
So I was going through the sign-up interface and honestly the wording sometimes confused me a bit. Some labels like "Client list" Felt okay but others like "Workflow settings" Were vague, so I wasn't sure exactly what I was enabling or disabling. The calls section felt okay, but I did want to understand better if the dialer would auto-populate the database or not. It was a mixed bag because the training videos helped clear up some of the things I was unsure about, but for other parts I just wished the interface was clearer. Overall, this inconsistent wording slowed down my setup. Even in the invoicing page, some descriptions felt like jargon, which could be offputting for someone doing this first time. So yeah, I ended up toggling back and forth between instructions and the software, which was a bit annoying. Still, the basic tasks could be done without too much fuss once I got used to it.