Autotask Toolkit

v 2.13.2 PROD

Project retainer Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Hanos Nederland (7324BD4)
Aangemaakt
2025-08-13
Gesloten
2025-09-10

Beschrijving

Akkoord op een project retainer van €5.000,00 Deze strippenkaart is bedoeld voor de werkzaamheden van het omzetten van de Hanos vestigingen naar de centraal gehoste en beheerde omgeving in Apeldoorn. Alle gepresteerde uren worden van deze strippenkaart afgeboekt. Tarieven: Project engineer € 115,00 Project management € 125,00 Voorrijdkosten € 135,00 We zullen elke maand op de 1ste van de maand een rapportage van het saldo en de gepresteerde uren versturen naar rvantriest@hanos.nl Wanneer het saldo onder de €2.500,00 komt zal er contact worden opgenomen om deze te verhogen.

Primary quote

Naam
#1887 — Upgrade Breda
Effectief vanaf
2025-09-04
Vervaldatum
2025-10-05

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Engineer [project]
Engineer rol voor werkzaamheden op een project 		Labor 40
2 Project Management
Project management werkzaamheden voor de afdeling projecten van TSV 		Labor 4

Notes (14)

Datum Action type Assigned to Onderwerp / inhoud
2025-09-10 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2025-09-10 Opportunity Update Erik Gunther Opportunity: None, Project retainer Total Revenue=5000 Probability=100% Sales Stage=Stage 6 - Handover Projected Close Date=10-09-2025 Opportunity Owner=Gunther, Erik Status=Closed
2025-09-10 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
2025-09-10 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
2025-09-10 Opportunity Update Erik Gunther Opportunity: None, Project retainer Total Revenue=5000 Probability=100% Sales Stage=Stage 6 - Handover Projected Close Date=10-09-2025 Opportunity Owner=Gunther, Erik Status=Closed
2025-09-10 Opportunity Update Erik Gunther Opportunity: None, Project retainer Total Revenue=5000 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 10-09-2025 to 10-09-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2025-09-10 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
2025-09-10 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
2025-09-10 Opportunity Update Erik Gunther Opportunity: None, Project retainer Total Revenue=9926 Probability=25% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=12-09-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-09-10 Opportunity Update Erik Gunther Opportunity: None, Upgrade Breda Total Revenue=9926 Probability=25% Sales Stage=Stage 3 Proposal Sent Projected Close Date=12-09-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-09-05 Opportunity Update Erik Gunther Opportunity: None, Upgrade Breda Total Revenue=9926 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 30-08-2025 to 12-09-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-09-05 Opportunity Update Erik Gunther Opportunity: None, Upgrade Breda Total Revenue=9926 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=30-08-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-08-25 0 Quick Note Erik Gunther Besproken met Zain, ons advies is migreren naar Apeldoorn en daar de upgrade te doen.
2025-08-13 Opportunity Update Erik Gunther New Opportunity: None, Upgrade Breda Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=30-08-2025 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask 
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