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
Organizations
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
Marketing
Related Articles
Properties
Author
IO S.