Here is a great reference tool for the general steps to getting set up:
Knowledge Base
Getting Started
Leads
Contracts
Quote Pages
Emails
Quickbooks
Calendar
Customers
Reports
Settings
Rental Inventory
Delivery / Routing
Workers
Website Integration
API
Taxes
Sales CRM
Surveys and Testimonials
Locations
IO Phone
Blog
Pricing
Embedded Documentation
Dashboard
Payments
Account
Subscription
Best Practices
Related Articles
Properties
Author
IO S.