Fulfillment Tickets

When a quote is approved, create a post-sale ticket to trigger fulfillment in your PSA — or a sales order for HaloPSA.

Post-sale tickets

When a quote is approved, you can create a post-sale ticket to trigger fulfillment in your PSA. The ticket represents the work needed to deliver the products and services sold on the quote.

How it works by PSA

Creating a post-sale ticket

1. Open an approved quote

2. Click Create Ticket (or Create Sales Order for HaloPSA)

3. Select which line items to include in the ticket

4. For Autotask/ConnectWise: set estimated hours and due date

5. For HaloPSA: optionally set a title and date

6. Confirm — the ticket is created in both Salesbuildr and your PSA

Approved quote with Create ticket button in the right-hand actions panel Feb 20, 2026

Select Products dialog with estimated hours, due date, billing code, and internal note fields Feb 20, 2026

Multiple post-sale tickets can be created from a single approved quote. After creating the first ticket, the Create Ticket button remains available so you can create additional tickets with a different line item selection.

Ticket charge statuses (Autotask)

Ticket charges in Autotask move through these statuses:

Configuration

Configure post-sale ticket defaults in your PSA integration settings:

Autotask: Enable ticket creation, set default billing code, issue type, sub-issue type, ticket category, priority, queue, and source. Optionally add days to the due date.

Autotask ticket configuration with priority, category, queue, source, issue type, billing code, and due date settings Feb 20, 2026

ConnectWise: Enable ticket creation, set default board, board status, board type, subtype, SLA, impact, priority, and estimated hours.

For how ticket creation affects the linked opportunity's pipeline stage, see Opportunity stage mapping.

HaloPSA sales orders

For HaloPSA customers, post-sale tickets are created as sales orders rather than service tickets. A sales order in Halo represents the products and services that need to be fulfilled from an approved quote.

Creating a sales order

1. Open an approved quote

2. Click Create Sales Order

3. Select the line items to include

4. Optionally add a title, date, and internal note

5. Confirm — the sales order is created in HaloPSA

Approved quote with Create sales order button highlighted in the actions panel Feb 20, 2026

Select Products dialog for sales order with title, date, and internal note fields Feb 20, 2026

Quote detail showing linked sales order with reference number after creation Feb 20, 2026

The sales order includes:

• Line items mapped to HaloPSA product IDs

• PO number (if set on the quote)

• Link back to the originating quote

• Internal notes (added as a CRM note in Halo)

Note: Items without a valid HaloPSA product mapping are skipped during sales order creation. Ensure your products are synced before creating sales orders.

Viewing approved quotes

Navigate to the quotes list and filter by Approved status to see all quotes ready for ticket or sales order creation.

Quote list filtered to show approved quotes with status badges and financial summaries Feb 20, 2026

Salesbuildr dashboard showing an approved quote detail panel with account notes Feb 20, 2026

See also

• Dashboard — Dashboard

• Procurement — Post-Sale

• After Onboarding — Getting Started

• Companies — Companies

• About Salesbuildr — Getting Started