Job Wrap-up Agent

Mark's kitchen tap (a brass fitting from the van) and Kate's hot water (a new element, the thermostat checked) go the same way, each spoken once and approved once. By quarter to four the board shows three jobs wrapped up and three ready to invoice.

The demonstration company is in Sydney, so the agent writes Australian English. That follows your settings.

• Finds the right job

  From what the technician calls it: the customer, the suburb or the kind of job, among their own open jobs.

  Watch it at 0:53

• Parts from their van

  Named parts are matched to the stock on the technician's own van.

  Watch it at 0:56

• A report in their words

  Work performed, findings and recommendations, written only from what they said.

  Watch it at 0:58

• Changes in plain words

  Add a line or correct a quantity, and the draft is replaced.

  Watch it at 1:03

• Approve once

  Review Wrap-up shows exactly what will be saved, then applies it once.

  Watch it at 1:31

• Four places updated

  Job notes, parts consumed, a service report PDF and the customer email.

  Watch it at 1:35

• Owners

  Invoice the same day.

  Every job is written up before the van leaves, with parts and the customer told.

• Technicians

  Done before the engine's warm.

  Say it in the app they already use, then one tap to approve.

• Office and dispatch

  Nothing to chase.

  The report, parts, service report and email are on the job, and van stock is right.

• Salesforce teams

  Built the Salesforce way.

  An Agentforce Employee Agent, Field Service van stock, Apex actions with an approval step and a conversation test suite.

1. 01

   Map your wrap-up

   The headings, the parts process, the customer email and your safety procedure.

2. 02

   Configure in your org

   The agent, its actions, Review Wrap-up in the app, the report branding and the office panel.

3. 03

   Test with your technicians' words

   Real notes from your jobs, replayed before go-live and before every change.

4. 04

   Go live and hand over

   A pilot with a few technicians, then the whole team, with a runbook and the test set.

• Field Service: Technicians, vans and van stock.
• The Field Service app: For your technicians, and Agentforce.
• Your report and email wording: Headings, branding and the sender.
• A Dispatch queue: Where safety follow-ups go.

Salesforce products

AgentforceSalesforce Field Servicethe Field Service mobile app

Editions and licenses

Agentforce must be enabled in your org. Confirm editions and licenses with your Salesforce account team; we check them in the first workshop.

Agent type

Agentforce Employee Agent

From you

Field Service · The Field Service app · Your report and email wording · A Dispatch queue

Language

English. The agent writes in your locale and follows your wording settings.

Where it runs

Inside your Salesforce org. Records are read and written through the agent’s approved actions only.

Not included

One part line per wrap-up today. Several different parts mean separate wrap-ups. Photos aren't connected yet. Invoicing and payment stay with your office. It works in the Field Service app on Android and iOS; the review step is a quick action on the job.

Checked against the agent's last validation on 2026-11-05.

• Deployable sourceThe agent, its actions, objects and screens as Salesforce metadata, in your repository.
• Solution designA Solution Design Document with UML: architecture, data model, sequence and security.
• Test suiteApex tests on every action, plus scripted conversations replayed before every release.
• Least-privilege accessIts own permission sets, so the agent and your staff see only what the job needs.
• Runbook and handoverHow to run it, change its rules and roll back, with a walkthrough for your team.

• Least-privilege access

  It runs as its own user with permission sets written for this agent, so it can reach only what the job needs.

• Changes only through approved actions

  The agent cannot edit records freely. Every change goes through one of its 8 actions, each with one job.

• People make the big calls

  Every wrap-up is a draft until the technician approves the exact text on Review Wrap-up.

• Runs inside Salesforce

  Agentforce runs on the Salesforce platform and its Einstein Trust Layer. Confirm which Trust Layer features apply to agents in your org with your Salesforce account team.

• Every change is on the record

  What the agent does lands as normal Salesforce records with their full history, so you can see who changed what and when.

• The review is free

  A 60-minute call with an architect about the Job Wrap-up Agent and your org, with a written plan you keep.

• A fixed-scope proposal first

  Before any work starts you get a written proposal with milestones. You approve it, or you do not.

• Timing follows scope

  How long it takes depends on your setup and your rules. The proposal states the milestones up front.

• Or inside a monthly plan

  Agents can be built and run through one of our monthly delivery plans, alongside your other Salesforce work.

Salesforce licenses, including Agentforce, are bought from Salesforce and are not part of our fee. See our plans and pricing →

• The live run · 3:17

  The full film of the agent on a real Salesforce org, with chapters.

  Watch the film →

• One-page brief (PDF)

  What it does, the rules it follows and what you need, on one page you can forward.

  Get the brief →

• Slide deck (PDF, 8 slides)

  For your team or steering group: the problem, what it does, the rules it follows and how we deliver it.

  Get the slides →

• Talk to an architect

  A free 60-minute session on how it would work in your org, with your processes, your data and your rules.

  Book a session →

• The whole library

  Every agent we offer, by business area.

  Browse agents →

Further reading from our architects

• Claudeforce: what actually changes for the people who run the orgSalesforce and Anthropic announced Claudeforce on 26 August 2026. What the sources actually state, what nobody has published yet, and what to do in your org before the beta reaches you.
• The grounding checklist we run before an agent talks to a customerTwelve pre-flight checks we run before an AI agent is allowed near a real customer, each with the failure it catches and the fix. A go or no-go list, not a readiness score.
• Personalisation with an agent in the loopWhere generated marketing content needs a human gate, and why the answer follows from how reversible the channel is rather than from how good the model has become.

• Does it work in the Salesforce Field Service mobile app?

  Yes. Technicians open Agentforce from the job's Actions and pick the Job Wrap-up Agent. Review Wrap-up is a quick action on the same job.

• Does anything save before the technician approves?

  No. Everything stays a draft until they approve the exact draft. Then it is applied once.

• Can the agent make up work that wasn't done?

  No. It writes only what the technician said, asks when the note is too thin, and allows "fixed" or "complete" in the email only when the technician said so.

• How are parts and van stock handled?

  Named parts are matched to the technician's own van. On approval they are recorded as used and the stock goes down.

• What goes in the customer email?

  A plain summary from the technician's words. Prices, part codes, phone numbers and addresses are blocked.

• What if there's a hazard on site?

  Dispatch gets an urgent safety follow-up straight away, and the wrap-up is marked not signed off.

• Does it change the job status?

  No. Status stays with your team and your process.

• How long does setup take?

  It depends on your Field Service setup and your wrap-up rules. We scope it with you on a call.