Mostly one-time setup but missing clearer ongoing guides
When I started with WFHI’s software, I expected a setup process that was mostly one-and-done, and overall that belief was mostly correct. The initial sign-up, invoice receipt, and the very first training steps with the dialer and database took up the majority of time and effort. After that, the software worked well in automatic update mode and kept running smoothly without me having to frequently intervene. What I found missing, however, was a detailed ongoing guide or reminder system that could help with maintaining optimal workflow habits. While the training walked me through setup and initial usage clearly, I sometimes found myself unsure if I was maximizing the dialer functions or the database searches in the way they intended for long-term use. Support was helpful when needed, but a more robust ongoing refresher or notifications would have been nice to keep things progressive. So yes, one-time setup was solid, but more consistent check-ins or tips as I continued using the software would be what I’d say was missing from my experience.