---
schema_version: "1"
id: bef3c6368952af7b9613945184a9c63ab3c32b2f0bf7f64fd9222018595af2ac
title: Set Up Post-Work Summary for Field Service Mobile Workers
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_einstein_copilot_example_post_work_summary.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_einstein_copilot_example_post_work_summary.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8620fcd323fb65c8d1e8b7a9b202c760556639674224de5bf2d92c59220c3f75
description: Automate the completion of a work order by activating the Post-Work Summary for Field Service subagent.
products:
  - Field Service
release: "264"
---
# Set Up Post-Work Summary for Field Service Mobile Workers

Automate the completion of a work order by activating the Post-Work Summary for Field Service subagent.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
        <colgroup>
          <col>
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td>

          </tr>
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            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong>
                Editions with the Einstein for Field Service add-on. Also available in <strong>Einstein 1
                  Field Service</strong> Edition.</p>
              <p style="margin-bottom:0;">To purchase the Einstein for Field Service add-on,
                contact your Salesforce account executive. </p>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Available on the Field Service mobile app for Android and iOS for users with the
              Field Service Mobile license. Also available for Experience Site users using the Field
              Service mobile app.</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Setup for Einstein generative AI is available in Lightning Experience.</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Setup for Agentforce is available in Lightning Experience. </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">The Field Service core features and managed package are available in
              <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong>
              Editions.
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">To access Field Service mobile work template, users need the Agentforce Employee
              Agent add-on license.</td>

          </tr>
        </tbody>
      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d139376e118">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d139376e118 ">To activate subagents:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d139376e118 ">Manage Agentforce Default Agent</td>

          </tr>
        </tbody>
      </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png)

Note Starting the week of July 13, 2026, you can no longer create agents in the legacy Agentforce Builder in Setup. Instead, create an agent in Agentforce Builder in Agentforce Studio. Or [upgrade an agent](https://help.salesforce.com/s/articleView?id=ai.agent_setup_create_upgrade.htm&language=en_US&type=5) from the legacy builder to the new builder. For the latest features and enhancements, we recommend migrating existing agents from the legacy builder to the new builder. [Learn more](https://help.salesforce.com/s/articleView?id=ai.agent_migrate_parent.htm&language=en_US&type=5).

Before you begin, make sure that this prework is completed.

- [Lightning Data Service for the Field Service mobile app](https://help.salesforce.com/s/articleView?id=service.mfs_lightning_data_service.htm&release=264.0.0&type=5 "Lightning Data Service is an updated technology within the Field Service mobile app. Together with Lightning Web Components (LWCs), you get a powerful way to customize the app and use its latest features, all through using a simple setup.") is enabled.
- [Einstein generative AI](https://help.salesforce.com/s/articleView?id=ai.generative_ai_enable.htm&type=5&language=en_US) is set up.
    
    ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_important.png)
    
    Important Don’t skip the steps for setting up Data 360.
- [Permissions for Einstein for Field Service features](https://help.salesforce.com/s/articleView?id=service.fs_einstein_gen_ai_setup.htm&release=264.0.0&type=5 "Get access to Einstein for Field Service Mobile features.") are set up.

Now that you’ve completed the prework, you’re ready to set up the agent.

1. In Setup, find and select **Agentforce Agents**.
2. Click **New Agent**.
3. In the step for selecting an agent, select the **Field Service Mobile Work** template.
4. Instruct your mobile workers to ask the AI agent for a post-work summary.
    
    When a worker confirms that the summary looks good, the summary is saved in the Post-Work Summary field on the work order.

You can use the Post-Work Summary for Field Service subagent out-of-the-box or modify it to suit your business needs. In Agent Builder, start a conversation to preview how your agent builds a plan and executes actions based on user interactions. If you want to make changes, follow the instructions in [Edit a Standard Subagent](https://help.salesforce.com/s/articleView?id=ai.copilot_topics_edit.htm&type=5&language=en_US).

Consider making these changes.

- In Field Service, summaries are often comprised of more than just the work order details. For example, it’s possible that the summary also needs the work order line item, service appointment, and assets. By default, the Summarize Record action summarizes only one object. You can improve the summary by adding a prompt template. In the prompt template, add the objects that you use to build a comprehensive summary of your work orders. In addition, the prompt template can control the structure of the summary and improve the overall result. See [Editing Standard Agent Action Reference Actions](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_edit_reference.htm&type=5&language=en_US).
- To see another version of the summary, try removing the Refine Post-Work Summary for Field Service action.
- The summary is saved in the Post-Work Summary field on the work order. If you prefer a different field, update the name of the field in the subagent’s instructions.