Autotask Toolkit

v 2.13.2 PROD

Site Survey Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Dutch Offshore Energy Solutions B.V. (DOES B.V.) (1951AH7)
Aangemaakt
2025-03-26
Gesloten
2025-04-01

Beschrijving

Akkoord op een site survey voor het bedrijf Petrodec, DOES BV is een tussenpersoon. Doel van de site survey is om te kijken wat de staat van de systemen is en of wij hier wijzigingen op kunnen uitvoeren. Verkocht: 8uur arbeid 1uur pm 1x voorrijden uur PM is omdat er een partij tussen zit en zodoende het regelen waarschijnlijk meer tijd kost. Zie ook: https://ww16.autotask.net//Autotask/AutotaskExtend/ExecuteCommand.aspx?Code=OpenAccount&AccountID=1220 https://ww16.autotask.net//Autotask/AutotaskExtend/ExecuteCommand.aspx?Code=OpenOpportunity&OpportunityID=1954 PO: 20250210633 ___ We first need to set your company up in our system with signed terms and the ELI in place (offshore work) then we can issue a PO. So first we need to get the info from you so we can move on with the process. Our PO:

Primary quote

Naam
#1802 — Site Survey
Effectief vanaf
2025-03-31
Vervaldatum
2025-05-01

Eenmalige items (3)

# Artikel of dienst Item type Aantal
1 Engineer
Engineer rol voor werkzaamheden op een incident ticket 		Labor 8
2 Project Management
Project management werkzaamheden voor de afdeling projecten van TSV 		Labor 1
3 Voorrijdkosten (project) Cost 1

Notes (9)

Datum Action type Assigned to Onderwerp / inhoud
2025-04-01 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2025-04-01 General Erik Gunther Workflow Rule "[TSV-Opp Stage6] Opportunity ready for handover - notify Alex" fired.
When an opportunity is: Edited And the following conditions are met: Stage changed to "Stage 6 - Handover" Then execute the following actions: Send notification e-mail (Opp. Stage 6 Alex) to aveldkamp@tsv-groep.nl Initiated by Erik Gunther
2025-04-01 General Erik Gunther Workflow Rule "[TSV-Opp Stage6] Losse opdracht ready for handover - notify support team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Losse opdracht or TPS Orderbevestiging" Stage changed to "Stage 6 - Handover" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Losse opdracht - Stage 6 Handover) to akik@tsv-groep.nl; bsyed@tsv-groep.nl; flunstroo@tsv-groep.nl; jveraar@tsv-groep.nl Initiated by Erik Gunther
2025-04-01 General Erik Gunther Workflow Rule "[TSV-Opp Stage5] OPP check door Erik" fired.
When an opportunity is: Edited And the following conditions are met: Stage changed to "Stage 5 Closed - WON" Then execute the following actions: Set Probability To "100" Set Projected Close Date To 0 Business Day(s) from Current Time Send notification e-mail ([TSV-Opportunity] Stage 5 overdracht maken) to egunther@tsv-groep.nl Create To-Do(s) Initiated by Erik Gunther
2025-04-01 General Erik Gunther Workflow Rule "[TSV-Opp WON] Opportunity closed & WON - notify RE for KP" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Losse opdracht or Project or Standaard (projecten) or TPS Orderbevestiging" Stage changed to "Stage 5 Closed - WON" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 5 Closed (WON) aanmaken kostenplaats) to flunstroo@tsv-groep.nl; revers@tsv-groep.nl Initiated by Erik Gunther
2025-04-01 Opportunity Update Erik Gunther Opportunity: None, Site Survey Total Revenue=1180 Changed Probability from 25% to 100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=01-04-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2025-04-01 Opportunity Update Erik Gunther Opportunity: None, Site Survey Total Revenue=1180 Probability=25% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 28-03-2025 to 01-04-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-03-27 Opportunity Update Erik Gunther Opportunity: None, Site Survey Total Revenue=0 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=28-03-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-03-26 Opportunity Update Erik Gunther New Opportunity: None, Site Survey Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=28-03-2025 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask 
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 1180.0,
  "assessmentScore": null,
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  "closedDate": "2025-04-01T00:00:00.000Z",
  "companyID": 1238,
  "contactID": 30686193,
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  "creatorResourceID": 29682927,
  "description": "Akkoord op een site survey voor het bedrijf Petrodec, DOES BV is een tussenpersoon.\nDoel van de site survey is om te kijken wat de staat van de systemen is en of wij hier wijzigingen op kunnen uitvoeren.\nVerkocht:\n8uur arbeid \n1uur pm\n1x voorrijden\n\nuur PM is omdat er een partij tussen zit en zodoende het regelen waarschijnlijk meer tijd kost.\n\nZie ook: https://ww16.autotask.net//Autotask/AutotaskExtend/ExecuteCommand.aspx?Code=OpenAccount&AccountID=1220 https://ww16.autotask.net//Autotask/AutotaskExtend/ExecuteCommand.aspx?Code=OpenOpportunity&OpportunityID=1954\n\nPO: 20250210633\n\n___\n\nWe first need to set your company up in our system with signed terms and the ELI in place (offshore work) then we can issue a PO.\nSo first we need to get the info from you so we can move on with the process.\n\nOur PO:",
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  "id": 2087,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2025-04-01T08:38:02.113Z",
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  "title": "Site Survey",
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  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}