Setup was decent but ongoing tweaks took a bit of effort
When I decided to get WFHI’s software and training, I assumed the setup would be mostly one-off, with not much fuss later, but it turned out to be a mixed bag. Setting up the database and connecting the dialer tool initially went smoothly and the sign-up process was straightforward, along with the invoicing and payment which were hassle-free. The onboarding flow was mostly clear but some things, like managing ongoing automatic updates and priority assistance, required extra learning over time. The training sessions helped, but I found I had to revisit some parts repeatedly to keep up as features evolved. I guess that’s understandable given software updates and new support options. Still, sometimes it felt like I was spending more time than I expected on maintenance instead of just running my workflows. Technically, no major problems, but if you want a set-it-and-forget-it system, some patience will be needed. In the end, the support calls were helpful, and I appreciate the team’s responsiveness even if this part could be smoother.