Zoom Phone

Six workbooks capture everything RX3 needs to build your phone system — your people, your menus, your queues, your numbers, and your 911 locations. Fill them in once, and everything downstream is a build step instead of a question.

Work through the sections in order — discovery first, then the one-time account review, then network readiness. Number porting runs alongside all of it, on your losing carrier's clock rather than ours.

The sections

How the workbooks work — how the six discovery workbooks are laid out, who fills in what, and the conventions to follow before you start typing.

Build order — the eight layers we build in, bottom up, and why a gap low in the stack stalls everything above it.

Day 1 Access & Information — the access and documents to request on day one. These have lead times we don't control, so they start before the workbooks do.

Porting Process — what to expect when your existing numbers move to Zoom Phone: timelines, port-day windows, why accuracy against the CSR matters, and temporary DIDs if the build has to start before the port completes.

Discovery Workbooks — the pre-discovery questions we ask first, then six workbooks covering users and devices, auto receptionists, call queues, shared lines, number porting, and E911.

Setup Review — the one-time tenant settings RX3 walks through with you, each with our recommendation and the reasoning behind it.

Network & Firewall — what your network has to allow before phones will register and calls will hold up, plus Bring Your Own Carrier if you're keeping your existing PSTN provider.

SMS & 10DLC — brand and campaign registration, required before texting from a Zoom Phone number works.

End-User Training — what your users do on day one, and how they use the phone once it's live.