Setup process surprised me with ongoing steps I didn't expect
When I first signed up for WFHI's software and training, I was a bit surprised about how much ongoing setup seemed to be required. I thought most of the configuration would be a one-time thing—like once I was done with the initial onboarding, everything would just run smoothly—but that wasn't quite the case. Certain features, like the dialer and database integration, needed frequent adjustments or reconfiguration depending on changes in my workflow. The automatic updates sometimes modified settings, meaning I had to re-tweak things regularly. I wasn’t sure whether this was normal or a peculiarity of the software. On the positive side, the initial sign-up and invoicing went through without any issues, and support was usually available if I called in. Still, I wasn’t expecting the setup to feel this ongoing rather than mostly set-and-forget, and that insight changed how I thought about investing my time here.