Setup was a bit of a grind, honestly
So, when I first jumped into the training and onboarding for this workflow software, it felt like there was quite a bit of repetition thrown at me. I kept hearing the same instructions about setting up the dialer and database, which got a little tiresome. There were moments I had to wait for the system to update, and that slowed down my momentum, especially when I wanted to try out different workflows. On the plus side, the telephonic support was friendly, even if sometimes I had to wait a bit on the line. The invoicing and payment flow was pretty straightforward, thankfully. I guess the process isn’t a total breeze, but it’s not a slog either. In the end, it took some effort to get comfortable because of the repeated info and occasional delays, but if you're patient and keep at it, you'll make progress.