Handling glitches took some effort but was manageable
When I started the training and onboarding, I found the instructional materials quite clear and easy to follow for the most part. However, a few times I encountered software glitches, like the dialer freezing or the database not syncing properly. I had to reach out to telephonic support, and while it took some back-and-forth to get my issues resolved, the team did eventually help me through. The automatic updates sometimes made things unstable temporarily, but overall they kept the software current which was helpful. The sign-up and invoicing process went smoothly, without adding any extra difficulty. From my perspective, fixing these hiccups took some effort but the system handled the problems adequately rather than leaving me stuck. If you can tolerate the occasional troubleshooting, the training and onboarding will get you up to speed with the workflow software reliably.