Getting started with a new system can feel overwhelming, especially one as feature-rich as Recycly. That’s why we created the Setup Assistant—your step-by-step guide to getting your system fully configured and ready for action.
Whether you're a new customer, trialling Recycly, or just exploring what’s under the hood, the Setup Assistant can show you how effortlessly Recycly can be tailored to your ITAD business.
“Recycly's Setup Assistant is the main reason we've set up Recycly in 1/10th the time of the system we moved from!”
🚀 Available from Day One
So long as you have access to it, you’ll find the Setup Assistant right in your main menu—alongside modules like Invoicing, Fleet, and Marketing (see screenshot below). It’s available as its own app and designed for Admin users who are responsible for system configuration.
📂 12 Categories (and counting!)
Recycly’s Setup Assistant is grouped into 12 clearly defined categories, and we’re adding more based on feedback and platform evolution:
- Company Setup
- Website & Portal Setup
- Asset Types Configuration
- Services & Contracts Configuration
- ITAD Workflow Configuration
- Warehouse Configuration
- Asset Labels & Barcode Scanning
- Hardware Auditing Software Configuration
- Outbound Shipping Configuration
- Documents & Reports Configuration
- Email Configuration
- Data Import
Each category contains one or more Actions—practical setup tasks that help tailor Recycly to your business operations.
⚙️ Each Action = Real Progress
Every action in the Setup Assistant can be:
✅ Start — this jumps you straight to the right part of Recycly to configure it.
✅ Mark as Complete — useful for tracking your setup progress.
✅ Mark as Not Needed — useful if a step isn’t relevant for your use case.
📝 Annotate with Notes — great for internal collaboration or leaving messages for your team.
You can also filter by progress (e.g., “To Do,” “In Progress,” “Completed”) and even export the full action list if you need to review or document your onboarding journey.
🧭 Why It Matters
The Setup Assistant makes it simple to go live—on your terms:
- 💡 New to ITAD? It walks you through best-practice configuration.
- 🔧 Experienced ITAD with complex needs? It helps you map Recycly to your workflows.
- 👥 Working with a Recycly Reseller? They’ll use this too—keeping everyone aligned.
🛠 Ready to See It in Action?
If you’re already using Recycly, ask your Admin to check out the Setup Assistant from the main menu. Not yet a customer? Book a demo and we’ll show you how easy onboarding can be.
Because great software is one thing—but making it work for your business is where Recycly really shines.