Setting Up 3CX in Australia: A Business Readiness Checklist

Begin with how callers reach your business

Write down your main numbers, opening hours, queues, voicemail destinations and escalation paths. Include what should happen when the receptionist is busy, a staff member is away or the internet fails. Ask the people answering calls to test the design before committing to it.

Size and verify the proposal

3CX editions, hosting options and licensing conditions can change. Confirm the current edition and licensed capacity in your written proposal, alongside hosting, support, handsets and SIP trunk costs. Count simultaneous calls at your busiest time rather than applying a fixed ratio to staff numbers.

Check provider compatibility against the official Australian SIP trunk list. A provider being listed is a compatibility consideration, not a promise that every plan or configuration suits your business.

Plan the port carefully

• Check the account details and all numbers or services linked to the existing carrier.
• Agree the porting window with the carriers and identify a person who can approve changes.
• Keep a fallback contact route and explain it to staff.
• Confirm what must remain active until the port is complete.
• Schedule testing when your team and providers can respond to problems.

Use a signed-off test sheet

Test incoming and outgoing calls, caller ID, transfers, queues, voicemail, out-of-hours routing and approved remote devices. Confirm your emergency-calling arrangements with the carrier; do not place a test call to emergency services.

Where recording or integrations are needed, establish the applicable configuration, licence, access and privacy requirements before enabling them. Features do not become available simply because the phone system has been installed.

A NOX phone system review can help define the call flows and acceptance criteria before a rollout.

Official reference: Current 3CX edition and pricing information.