Got there after some time figuring things out
From the start, I found the pre-purchase information straightforward but you really have to spend some time working through much of it yourself. The initial sales pitch and web explanations gave a good overview of software features and the training options available. However, there wasn’t a detailed walk-through or guided tour, so I had to piece together the finer points on my own. Invoicing and payment processes were simple once I understood the steps, but that understanding wasn’t handed to me quickly. It took a few calls and looking at documentation before I felt confident about how to proceed. The sign-up procedure itself was fast, but mastering the dialer and database features took several attempts without direct coaching. Automatic updates happened smoothly, but didn’t come with much supporting information, so again I had to deduce how they impacted workflow. In the end, I got everything set up and working, just after dedicating a fair bit of time to figure things out for myself.