Getting started
Your free trial starts when you sign up, with no card. This is the path from your first email to your first follow-up reaching a real customer. Nothing is sent to your customers until you switch your shop live.
1. Open your email from Spartan Frontline
Right after you sign up you get an email from Spartan Frontline about your new shop. New to Frontline? It has a sign-in link, and there is no password to make. Already use Frontline? Just sign in at app.spartanfrontline.com with the same email.
No email after a couple of minutes? Check your spam folder. Then go to the sign-in page, enter the email address you signed up with, and ask for a new link.
2. Know where you are
Your shop starts out not live. You can look around, change settings and test everything, and no message goes to a customer while the shop is not live.
3. Fill in the basics
In Settings, open Business. Add your shop's name, main phone number, office email and mailing address, and set your office hours. Customers see the name, phone number and address in your emails. The Go live tab lists exactly what is still missing.
4. Read your wording
The English email wording comes ready and already approved, so you can go live with it as it is. If you change a message, approve it again, because an edit withdraws its approval until you save and approve. See Approve your follow-up wording.
5. Point your voicemail at Frontline
Optional. Each voicemail your phone system emails becomes a callback card on Today. See Turn voicemails into callback cards.
6. Make a test booking
The Go live tab has a test booking step. Follow it: you book a visit the way a customer would, using your own email address, to prove a booking works from start to finish.
7. Press I'm ready
Before you can go live, the Go live tab asks you to add a card. It shows your plan, the amount and the date your plan starts, and nothing is charged when you add it. When the tab has nothing left, press I'm ready. Frontline checks everything again and switches your shop live on its own, usually within ten minutes. Nobody at Spartan Tek has to do anything.
8. Share your request page
Once you are live, put your request page link on your website and wherever customers already find you. See Your online request page.
9. Bring in your customers
Optional. If you have no field-service software, or use one Frontline does not connect to, import your customer list so win-backs and reminders have someone to work on. See Import your customer list.
Stuck at any step?
Write to contact@spartanfrontline.com. If you would rather have someone walk you through it, you can book a free demo (optional). You never need one.