Training felt okay, but could have been clearer
I approached the training and onboarding with practical expectations, hoping it would lay out the steps for using the software efficiently. It did the job to an extent, especially the sections on how to use the dialer and database features. However, some parts felt rushed or could have been explained better. I found myself needing to figure out certain workflow details on my own, which slowed things down. The onboarding process was straightforward in terms of signing up and accessing invoices, but the training didn’t always equip me fully for every function initially. I can see that I might need to get help again if I have to set up another workflow or use advanced features. The telephonic support was decent, helping me troubleshoot when I called. So overall, it felt like a good enough start but not a perfect introduction—enough to get basic use going, but with gaps. If you want a fully guided, hands-on setup, this may be less than ideal. Still, I appreciate that the software gets regular automatic updates, which improve features over time. I’ll keep using the training materials and call support when needed to bridge the missing parts.