Needed more push than I expected
I’m not new to this kind of software but WFHI's onboarding definitely demanded a lot of self-directed effort. You get basic guidance, sure, but most of the setup and getting comfortable with the dialer and database features came down to figuring them out on my own. I was expecting a smoother walk-through since the initial sign-up and invoicing process was painless enough. Over the first few days, I spent more time reading up and testing than I had hoped, especially with training modules that left gaps. The automatic updates sometimes changed workflows without clear heads-up, which made learning points a moving target. Calling tools worked well once set up, but getting there was slow. Support was reachable but not proactive, so I wasn’t really guided through those rough spots. It’s a solid system once you’re in, though, and the priority assistance calls were helpful when I reached out. So, it’s a good product but with a learning curve that can get tiring if you expect hand-holding throughout.