Autotask Toolkit

v 2.21.0 PROD

Extra switch Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Fysiotherapie Almere BV (1338GA51)
Aangemaakt
2026-08-25
Gesloten
2026-09-08

Beschrijving

Akkoord ontvangen voor: Pro Actief wil er een ES206GP (Omada) switch erbij. Die zou dan hier voorbereid moeten worden voor inbinding in de Omada Controler - ca 2 uur werk Inkoop 40,18 verkoop 58,00 2x engineer 115,00 verzendkosten 17,50 totaal 305,50 Betalingsvoorwaarden 100% bij oplevering

Primary quote

Naam
#2098 — Extra switch
Effectief vanaf
2026-09-03
Vervaldatum
2026-10-04

Eenmalige items (3)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Engineer
Engineer rol voor werkzaamheden op een incident ticket 		Labor 2 € 115,00 € 230,00
2 Professional Services - verzendkosten
verzendkosten 		Product 1 € 17,50 € 17,50
3 Netwerk (LAN)
Switch van Omada 		Product 1 € 58,00 € 58,00
Subtotaal € 305,50
Totaal offerte (excl. BTW) € 305,50

Notes (12)

Datum Action type Assigned to Onderwerp / inhoud
2026-09-07 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2026-09-08 General Jeroen Waldram 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 Jeroen Waldram
2026-09-08 General Jeroen Waldram 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 Jeroen Waldram
2026-09-08 Opportunity Update Jeroen Waldram Opportunity: None, Extra switch Total Revenue=306 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=07-09-2026 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2026-09-07 Opportunity Update Jeroen Waldram Opportunity: None, Extra switch Total Revenue=306 Probability=100% Sales Stage=Stage 5 Closed - WON Changed Projected Close Date from 07-09-2026 to 07-09-2026 Opportunity Owner=Waldram, Jeroen Status=Active
2026-09-07 General Jeroen Waldram 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 Jeroen Waldram
2026-09-07 General Jeroen Waldram 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 Jeroen Waldram
2026-09-07 Opportunity Update Jeroen Waldram Opportunity: None, Extra switch Total Revenue=306 Changed Probability from 50% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 04-09-2026 to 07-09-2026 Opportunity Owner=Waldram, Jeroen Status=Active
2026-09-04 General Jeroen Waldram Workflow Rule "[TSV-Opp geen quote] Opportunity zonder quote op Proposal Sent gezet" fired.
When an opportunity is: Edited And the following conditions are met: Stage in list "Stage 3 Proposal Sent or Stage 4 Contract Sent or Stage 5 Closed - WON or Stage 5 Closed - LOST or Stage 6 - Handover" Total Revenue equal to "0" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Stage 3 of hoger zonder revenue (geen quote)) to flunstroo@tsv-groep.nl; Opportunity Owner (jwaldram@tsv-groep.nl) Initiated by Jeroen Waldram
2026-09-04 Opportunity Update Jeroen Waldram Opportunity: None, Extra switch Total Revenue=0 Changed Probability from 25% to 50% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=04-09-2026 Opportunity Owner=Waldram, Jeroen Status=Active
2026-09-03 Opportunity Update Erik Gunther Opportunity: None, Extra switch Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=04-09-2026 Changed Opportunity Owner from Gunther, Erik to Waldram, Jeroen Status=Active
2026-08-25 Opportunity Update Erik Gunther New Opportunity: None, Extra switch Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=04-09-2026 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask 
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
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  "advancedField5": 0.0,
  "amount": 305.5,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2026-09-08T00:00:00.000Z",
  "companyID": 901,
  "contactID": 30685026,
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  "creatorResourceID": 29682927,
  "description": "Akkoord ontvangen voor:\nPro Actief wil er een ES206GP (Omada) switch erbij.\nDie zou dan hier voorbereid moeten worden voor inbinding in de Omada Controler - ca 2 uur werk\n\nInkoop 40,18 verkoop 58,00\n2x engineer 115,00\nverzendkosten 17,50\ntotaal 305,50\nBetalingsvoorwaarden 100% bij oplevering",
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  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682918,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2026-09-07T00:00:00.000Z",
  "promisedFulfillmentDate": null,
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  "rating": null,
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  "stage": 29682776,
  "startDate": "2026-08-25T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Extra switch",
  "totalAmountMonths": 1,
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  "winReason": null,
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}