Free self-service checklistReady to switch?
Ready to switch?
Check before you cancel anything
Twenty items that commonly cause delays or dropped numbers when a business changes phone providers. Mark each one, add notes, and print the result for whoever is running the switch.
Answers are saved only in this browser. Never type account passwords, PINs or full account numbers here.
Broadtela switching readiness checklist. Self-assessment; not a migration plan or port-date commitment.
0 of 20 applicable items ready0%
20 unanswered
Your readiness summary
20 items still need attention before cutover:
- Phone numbers:Every number you use is listed: main, direct lines, fax, toll-free, alarm and elevator lines.
- Phone numbers:You have a recent bill showing the account holder name and service address for each number.
- Phone numbers:You decided which numbers to keep, which to retire, and which one outbound calls should show.
- Phone numbers:No one cancels the old service before numbers have moved and been tested.
- Account authorization:The person who can authorize changes on the current account is identified and available.
- Account authorization:You know how to request a transfer PIN or account number from the current provider if one is required.
- Account authorization:You checked the current contract end date, early termination terms and equipment return rules.
- Phones and equipment:Count of desk phones, cordless phones, conference phones and headsets is written down.
- Phones and equipment:Make and model of existing desk phones are recorded if you hope to reuse them.
- Phones and equipment:You know who will use a mobile or desktop softphone instead of a desk phone.
- Internet and network:Your internet plan's upload speed is known and not shared with heavy video or backup traffic at peak times.
- Internet and network:Someone can log into the router or firewall, or you know who manages it.
- Internet and network:You decided what should happen during a power or internet outage (backup power, mobile forwarding, or both).
- Fax and special-purpose lines:Fax use is understood: who sends, who receives, how often, and whether a physical machine must stay.
- Fax and special-purpose lines:Alarm panels, elevator phones, fire or emergency lines are identified separately.
- Fax and special-purpose lines:Card terminals, door entry, or paging systems that use a phone line are listed.
- Cutover and testing:The street address for emergency (911) calls is confirmed for each location and remote worker.
- Cutover and testing:A test plan exists: call each number from outside, test after-hours routing, voicemail and fax.
- Cutover and testing:Staff know how to answer, transfer, check voicemail and use their softphone on day one.
- Cutover and testing:The cutover day avoids your busiest period, and someone is available to report issues.
Unless you have no life-safety lines, arrange a specialist assessment for them separately.
This checklist is a self-assessment. It does not start a transfer, guarantee a port date, or confirm that any device is compatible.