Autotask Toolkit

v 2.13.2 PROD

Opwaarderen project retainer 088 nummerplan - arbeid 2025 Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Ayvens (1114AN30)
Aangemaakt
2026-02-03
Gesloten
2026-02-09

Beschrijving

Akkoord op het uitbreiden van het saldo op de 088 project retainer. Graag als referentie op de factuur gebruiken : 088 nummerplan (2025) Indien mogelijk ook graag aangeven dat het over uren uit 2025 gaat. Saldo uitbreiding van €7.820,00

Primary quote

Naam
#1975 — Opwaarderen project retainer 088 nummerplan - gepresteerde arbeid 2025
Effectief vanaf
2026-02-02
Vervaldatum
2026-03-03

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Engineer [change]
Engineer rol voor werkzaamheden op een change ticket
Labor 68

Notes (10)

Datum Action type Assigned to Onderwerp / inhoud
2026-02-09 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2026-02-09 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
2026-02-09 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
2026-02-09 Opportunity Update Erik Gunther Opportunity: None, Opwaarderen project retainer 088 nummerplan - arbeid 2025 Total Revenue=7820 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 09-02-2026 to 10-02-2026 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2026-02-09 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
2026-02-09 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
2026-02-09 Opportunity Update Erik Gunther Opportunity: None, Opwaarderen project retainer 088 nummerplan - arbeid 2025 Total Revenue=7820 Probability=100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=10-02-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-02-06 Opportunity Update Erik Gunther Opportunity: None, Opwaarderen project retainer 088 nummerplan - arbeid 2025 Total Revenue=7820 Probability=100% Sales Stage=Stage 3 Proposal Sent Projected Close Date=10-02-2026 Changed Opportunity Owner from Lunstroo, Frank to Gunther, Erik Status=Active
2026-02-03 Opportunity Update Frank Lunstroo Opportunity: None, Opwaarderen project retainer 088 nummerplan - arbeid 2025 Total Revenue=7820 Probability=100% Sales Stage=Stage 3 Proposal Sent Projected Close Date=10-02-2026 Opportunity Owner=Lunstroo, Frank Status=Active
2026-02-03 Opportunity Update Frank Lunstroo New Opportunity: None, Opwaarderen project retainer 088 nummerplan - gepresteerde arbeid 2025 Total Revenue=0 Probability=100% Sales Stage=Stage 3 Proposal Sent Projected Close Date=10-02-2026 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask
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  "assessmentScore": null,
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  "closedDate": "2026-02-09T00:00:00.000Z",
  "companyID": 347,
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  "projectedCloseDate": "2026-02-10T00:00:00.000Z",
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