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    FREE CONSULTATION
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Welcome to

PrismRoute™ Help+

A continuously updated resource where you can explore guides, tips, and learning materials on networks, apps, IT solutions, and our full range of PrismRoute™ services

Welcome to the Help+

Video Page

Here, clients and visitors can access helpful tutorial videos designed to make using our services simple and effective. This section focuses on 3CX and includes easy-to-understand explanations of Voice over IP (VoIP) and cloud phone systems, followed by step-by-step guides on using the 3CX apps. Members may also enjoy access to additional, exclusive videos. More topics will be added on a separate page in the coming months. Soon, we’ll launch our sharing program, where anyone can create and upload training videos through their own channels to help others. Our official policy and terms for this program will be published shortly.

3CX logo grey_background.png

3CX is a powerful and flexible communications platform that’s fully compatible with most major CRM systems, including HubSpot, Salesforce, Zoho, and more. Its seamless CRM integration allows businesses to automatically log calls, access customer records in real time, and streamline workflows directly within their CRM interface. While we support and offer various PBX solutions tailored to client needs, we confidently recommend 3CX as the most reliable and cost-effective system. With features like mobile and desktop apps, live chat, video conferencing, call recording, and advanced call routing, 3CX provides an all-in-one unified communications experience that’s scalable, secure, and ideal for modern businesses

What is VoIP?
Understanding the Shift to Modern Phone Systems

Learn what Voice over IP (VoIP) means, how it works, and why so many businesses are replacing traditional phone systems with 3CX. This video explains the benefits of cost savings, scalability, and smarter features.

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3CX Introduction
Welcome Email &
Extension Details

Your 3CX journey starts with the welcome email. In this session, we show you how to log in, review your extension details, and access the tools you need to begin using your new communication system.

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3CX Web App Setup
General Settings
(Part 1)

The 3CX Web App is your hub for managing calls and messages. Part one of this guide walks you through login steps, initial settings, and adjustments that prepare you for efficient everyday use.

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3CX Web App Setup
General Settings
(Part 2)

In this continuation, we focus on advanced options within the Web App. You’ll learn how to customize your preferences, refine call handling, and set up features that improve your communication workflow.

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3CX Dialer
Calling &Transferring
Made Simple

The 3CX Dialer makes communication quick and professional. This video shows you how to make calls, transfer them smoothly between team members, and manage conversations with greater confidence.

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3CX Chat
Secure Messaging &
SSL/TLS at a Glance

Chat is built directly into the 3CX Web App. Here, we demonstrate how to send and receive secure messages and explain how SSL/TLS encryption protects your communication inside the platform.

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3CX Meetings &
Advanced Features
(Part 1)

3CX includes powerful tools for collaboration. In this session, learn how to create meetings, share screens, and connect with colleagues or clients through a secure and reliable video platform.

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3CX Meetings &
Advanced Features
(Part 2)

The final session explores deeper meeting functions and integrations. We cover scheduling options, advanced collaboration features, and practical ways to make 3CX meetings work for your business needs.

WATCH NOW

Forms:

Choose the form you need to fill out:

Questionnaire (New customer)

At PrismRoute, we value communication and efficiency. Our forms make it easy for you to submit your information and get in touch with us. We're here to answer any questions you have and help you find the right solutions for your business. Don't hesitate to fill out our questionnaire and start your journey with PrismRoute today.

Cloud Phone Inquiry

Form Number : V4320 Rev.2023T002.01

Welcome! Please complete the New Client Questionnaire Form to ensure a smooth and accurate setup of your services. Below are some important guidelines to follow when filling out the form:

Important Notes:

  1. Required Fields:

    • Fields marked as "Required" must be completed.

    • Missing or incorrect information may cause delays or failure in processing your request.

  2. Number Fields:

    • Please double-check all numbers entered (e.g., phone numbers, account numbers, etc.) to ensure accuracy.

  3. Porting Your Existing Phone Number:

    • If you already have a phone number and wish to continue using it, select "Yes" for the porting option.

    • Some service providers have different porting processes. You must inform your current provider that you wish to port your number. They may provide a PIN or required information for the process.

    • If your provider does not require a PIN, simply proceed without it.

  4. 911 Emergency Services:

    • Ensure that the correct address and contact person are provided.

    • Incorrect or mistaken 911 calls may result in a $120 fine.

    • Intentional misuse of 911 services, including providing false addresses, may result in a $250 fine, service termination, and potential legal action.

Please review your responses carefully before submitting the form. If you have any questions, feel free to contact us.

An authorized person is someone legally empowered to act on behalf  of the company or organization.

This email receives critical and private information and cannot be changed without formal procedures.

Please provide a cellphone number.

The alternative email can be a non-cell phone number.

Alternative email and phone number should not be the same as the main email and main phone number.

To enable SMS and activate E911, we require a form of verification. Occasionally, we may also need to verify our customers for additional security. If necessary, we will request further information from you. Please upload your Driving

If necessary, we will ask you to send additional information.

DO NOT UPLOAD YOUR SOCIAL SECURITY CARD OR ANY OTHER DOCUMENTS CONTAINING YOUR SSN

We will not share your IDs or any of your information with third parties. Please read our Privacy Policy for more details.

Company name

Country of Residence

If this is a business, please provide the company's address. The address must match the information on your ID or the company's records.

Are there any exceptions for working on certain working days?

Working on Weekends?
Yes
No
Are you porting number(s)?
Yes
No

Please check if you have one or more numbers that you want to port from another provider or carrier to Prismroute.

Address on file (the same):
Yes
No (PleaseProvide):
Do you prefer to have different CNAM?
No
Yes
Drawing mode selected. Drawing requires a mouse or touchpad. For keyboard accessibility, select Type or Upload.

Please sign. You may also upload an image of your signature.

Check Payment Authorization Form

Form Number : CL900 Rev:2025CL001.001

Important Notice: Please Read


Note: All information is transmitted securely, with additional layers of protection applied to certain fields to ensure your data remains safe. Please refer to our Privacy Policy for more details.

(Fields will be displayed based on your selections.)

For the best experience, we recommend filling out the forms on a desktop.

This form is separate from your account and is designed for clients who send checks for their invoices instead of using online payment tools.

Only checks from US banks are accepted.

We also accept money orders if this form is filled out.

Please note:

  • We do not accept cash at our office locations or keep cash on-site.

  • All checks should be made payable to Prismroute.

  • In the memo section, you can write the invoice number, but please do not write it in the specified field on the form.

  • Ensure you input your account number correctly. You can find it on your invoice or by contacting us at crm@prismroute.com.

  • You should fill out this form whether you are logged in or not.

  • Fields marked with a lock icon (🔒) are secured with an additional layer of protection to safeguard Personally Identifiable Information (PII) such as addresses, account information, and bank details.

  • All checks should be sent to our Administration Office. Please do not send checks to other locations.

  • All information on this form is secured.(Read the Privacy Notice)

  • Please send check to this address:


    610 Market Street, Ste 104 Kirkland, WA 98033

___________________________________________________________________

1-Fillers' Information


Enter your account number (choose the first part and enter the remaining digits).

Choose the first part of your account number as shown on your bill, invoice, or agreement.

Enter your account number (choose the first part and enter the remaining digits).

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