Autotask Toolkit

v 2.21.0 PROD

Warmteservice - 10x IP Endpoint voor 1616 toestellen Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Warmteservice Groep B.V. (1051CG43)
Aangemaakt
2026-08-31
Gesloten
2026-09-03

Beschrijving

Akkoord op: 10x IPO R10+ AV IP ENDPT 1 LIC licentie 1 uur activatie Service supplement 119,00 per jaar Zie inkoop map -------------------------------------------------------------------- Aanvraag van 10 stuks IP Endpoint licenties Dit is een LOSSE OPDRACHT opportunity (dus niet voor een project) Is het een bestaande klant? Zo ja in welke TSV Identiteit en vallen de producten en diensten onder deze identiteit of een andere Is de offerte een uitbreiding op een bestaande dienst? Indien ja, is de huidige prijs gecheckt bij Jessica?

Primary quote

Naam
#2096 — Warmteservice - 10x IP Endpoint voor 1616 toestellen
Effectief vanaf
2026-08-30
Vervaldatum
2026-09-30

Eenmalige items (2)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Engineer [project]
Engineer rol voor werkzaamheden op een project 		Labor 1 € 115,00 € 115,00
2 Telefonie - IP Endpoint
Verkoop 70,00 per licentie IP Endpoint 		Product 10 € 70,00 € 700,00
Subtotaal € 815,00

Overig periodiek (1)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Service supplement licenties
supplement 119,00 contract nog 4 jaar 		Product 4 € 119,00 € 476,00
Subtotaal € 476,00
Totaal offerte (excl. BTW) € 1.291,00

Notes (11)

Datum Action type Assigned to Onderwerp / inhoud
2026-09-01 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2026-09-03 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 Erik Gunther
2026-09-03 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 Erik Gunther
2026-09-03 Opportunity Update Erik Gunther Opportunity: None, Warmteservice - 10x IP Endpoint voor 1616 toestellen Total Revenue=855 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 01-09-2026 to 01-09-2026 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2026-09-01 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
2026-09-01 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
2026-09-01 Opportunity Update Jeroen Waldram Opportunity: None, Warmteservice - 10x IP Endpoint voor 1616 toestellen Total Revenue=855 Changed Probability from 50% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=01-09-2026 Opportunity Owner=Waldram, Jeroen Status=Active
2026-09-01 Opportunity Update Jeroen Waldram Opportunity: None, Warmteservice - 10x IP Endpoint voor 1616 toestellen Total Revenue=855 Probability=50% Sales Stage=Stage 3 Proposal Sent Projected Close Date=01-09-2026 Opportunity Owner=Waldram, Jeroen Status=Active
2026-08-31 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
2026-08-31 Opportunity Update Jeroen Waldram Opportunity: None, Warmteservice - 10x IP Endpoint voor 1616 toestellen Total Revenue=0 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Changed Projected Close Date from 10-09-2026 to 01-09-2026 Opportunity Owner=Waldram, Jeroen Status=Active
2026-08-31 Opportunity Update Jeroen Waldram New Opportunity: None, Warmteservice - 10x IP Endpoint voor 1616 toestellen Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=10-09-2026 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask 
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