Autotask Toolkit

v 2.13.2 PROD

Kostenindicatie: Routering intercoms faalt Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Chane Terminal Welplaat B.V. (3197KR9)
Aangemaakt
2026-01-08
Gesloten
2026-01-16

Beschrijving

LET OP, dit werk is al uitgevoerd op 12-01-2026, de klant moest het PO nr nog aanleveren, zodoende zat hier vertraging in het proces Akkoord op kostenindicatie : Aantal uren: 4 Aantal keer voorrijden: 1 Op basis van nacalculatie Facturatie 100% achteraf PO NR: PO-CTWE-000250

Primary quote

Naam
#1959 — Kostenindicatie: Routering intercoms faalt
Effectief vanaf
2026-01-11
Vervaldatum
2026-02-12

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Engineer
Engineer rol voor werkzaamheden op een incident ticket
Labor 4
2 Voorrijdkosten (support) Cost 1

Notes (10)

Datum Action type Assigned to Onderwerp / inhoud
2026-01-16 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2026-01-16 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
2026-01-16 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
2026-01-16 Opportunity Update Erik Gunther Opportunity: None, Kostenindicatie: Routering intercoms faalt Total Revenue=595 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 16-01-2026 to 16-01-2026 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2026-01-16 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
2026-01-16 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
2026-01-16 Opportunity Update Erik Gunther Opportunity: None, Kostenindicatie: Routering intercoms faalt Total Revenue=595 Probability=1% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=15-01-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-01-12 Opportunity Update Erik Gunther Opportunity: None, Kostenindicatie: Routering intercoms faalt Total Revenue=0 Probability=1% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=15-01-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-01-08 General Erik Gunther Workflow Rule "Technische Opportunity naar Sales Agent" fired.
When an opportunity is: Created And the following conditions are met: Opportunity Owner not in list "Gunther, Erik or Hammel, David or Lunstroo, Frank or Riechelmann, Ronny or Veldkamp, Alex or Waldram, Jeroen" Then execute the following actions: Set Opportunity Owner To "Gunther, Erik" Set Probability To "1" Send notification e-mail (Opportunity - Re-assigned (Wizard)) to egunther@tsv-groep.nl Initiated by Gerko Oskam
2026-01-08 Opportunity Update Gerko Oskam New Opportunity: None, Kostenindicatie: Routering intercoms faalt Total Revenue=0 Probability=25% Sales Stage=Stage 2 Qualification Projected Close Date=15-01-2026 Opportunity Owner=Oskam, Gerko Status=Active
Volledige record uit Autotask
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  "amount": 595.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2026-01-16T00:00:00.000Z",
  "companyID": 889,
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  "description": "LET OP, dit werk is al uitgevoerd op 12-01-2026, de klant moest het PO nr nog aanleveren, zodoende zat hier vertraging in het proces\n\nAkkoord op kostenindicatie :\nAantal uren: 4\nAantal keer voorrijden: 1\n\nOp basis van nacalculatie\n\nFacturatie 100% achteraf\nPO NR: PO-CTWE-000250",
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  "productID": 2,
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