Arborgold Software: Release Version 10.1 - Release Highlights🌟

Job Listing & Workflow Management 💼

• AJTA-15768: Site Performance Issues on Job Listing screen
  Hutchinson Tree Care experienced slow loading of the job listing screen. Disabling 'Advanced searching' temporarily resolved the issue, but this was not a viable solution. The underlying performance bottleneck has now been addressed, restoring previous loading speeds and allowing advanced searching to function properly.

• AJTA-17592: Job | Purchase Order Error
  Random "Internal Server Error Billing from a PO" blocked bills from being created on purchase orders. System error logic was fixed to allow consistent bill creation from POs.
• AJTA-17620: Issue with sliding scale service
  Editing service rates using a sliding scale flipped quantities from 1 to 0, resulting in incorrect totals. The quantity update routine now preserves intended values throughout rate changes.
• AJTA-16916: Service description formatting issue on E-proposal
  Service descriptions retained formatting within jobs, but were displayed as plain text in E-proposals. Following user feedback and video confirmation, the formatting conversion was corrected. E-proposals now properly preserve all job description styles and formatting.
• AJTA-17845: Cross Market Services shows no results
  System returned zero results for completed job queries since 2020, despite valid jobs being present. The query filter was corrected, so completed jobs are now accurately reported.
• AJTA-17471: Material Category related
  Leaving a material category blank caused the material list to display non-existent items, like "blue gloves large," resulting in confusion. The item list filter now only displays valid, site-existence materials appropriate to the chosen category.

Payments & Billing 💳

• AJTA-16029: Adyen - Error Processing Payments
  An error when processing ACH payments affected multiple clients and devices (including iPad Safari and Dell Chrome). Some payments eventually succeeded after several retries. The payment flow was corrected, ensuring all payment methods now process consistently across supported platforms.

• AJTA-17005: Did not receive payment confirmation email
  For certain prepayment transactions, automated confirmation emails were not generated, despite correct email configurations. The automation error was eliminated and all successful payments now trigger prompt confirmation emails to intended recipients.

• AJTA-17166: Issue with Batch Emailing when sending batch invoices
  Bulk emailing for invoices was failing, which required users to manually send over 130 invoices—causing significant workflow disruption. The batch emailing mechanism was restored, and users can now reliably use bulk email for invoices again.

• AJTA-17953: Finance Charge Missing on Payments screen
  Finance charges were not displaying for some users on the payments screen, with reports persisting since August. The display routine has been corrected, so finance charges consistently show for relevant transactions.

Communications & Emailing 📧

• AJTA-16645: Customers receiving 50+ duplicate emails
  Resending batch emails triggered a loop that caused 50+ identical emails to be sent. Until fixed, users were advised not to use the resend function for group emails. The loop has been resolved, so batch emails are now sent once per recipient, as intended.

• AJTA-16985: Automation email body is blank
  Automated Thank You emails were being sent with a blank body, even though some manual emails worked as expected. The root cause—an intermittent content error—was resolved, ensuring all automated emails are populated correctly.

Scheduling & Calendar 🗓️

• AJTA-17053: Appointment > GS > Calendar view issue
  Viewing appointments in the GS calendar resulted in display or navigation problems, as shown in submitted videos. The issue was traced and fixed, and the calendar view should display appointments accurately and reliably across all supported views.

• AJTA-17883: Scheduler - Recurring Fixed Schedule not Saving
  Recurring fixed schedules weren’t saving reliably. The scheduler now retains and applies all saved settings as expected.

Timesheets & Crew Management 🕒

• AJTA-17508: Timesheet not clocking out of 'Travel'
  Crew app timesheet was not ending the 'Travel' status upon starting actual work, resulting in inflated travel periods. Timesheet logic now automatically clocks out of Travel when transitioning into Work, providing more accurate records.

• AJTA-17944: Break Even not calculating when tracking time from Crew
  Actual hours tracked by Crew did not update "Break Even" for recurring services unless manual changes were made in job costing. The syncing process now ensures break-even calculations are dynamically updated based on actual tracked hours.

• AJTA-17100: Default Crew Resources Update Bug
  Updating default employees or equipment for crews was removing all existing materials, instead of only deactivating them. Unsetting default equipment also led to the removal of necessary service equipment. This bug has been fixed, so updating defaults will no longer inadvertently delete associated materials or equipment.

Messaging & Communications 📧

• AJTA-17733: Update send message to receive base64 as well
  Base64 support added for message sending, meeting updated user story requirements and acceptance criteria.

• AJTA-17617: Unable to mark messages as complete in batch
  Marks in batch showed a success message but records stayed incomplete; required manual updates per message. Now, batch completion reliably updates all selected records.

• AJTA-18087: Message Body issue / bug
  Messages containing double quotes increased the count of double quotes every time 'save' was clicked. The message-saving logic now correctly handles double quotes and special characters.

Invoicing 🧾

• AJTA-17775: Unable to update invoice date manually
  Manual updates for invoice dates in Australian format were failing, even with correct input. Date validation logic has been refined for successful updates.

• AJTA-17237: E-invoice body issue in settings
  Adding a link in the E-invoice body turned all following text blue, and spaces between lines couldn’t be added. The E-invoice editor now allows normal link formatting and proper spacing, while templates with merge fields remain a recommended alternative.

QuickBooks Integration & Web Connector 🔗 

• AJTA-17569: Re-exporting an invoice to QBD fails
  Attempts to re-export invoices to QuickBooks Desktop (QBD) repeatedly failed, as documented by attached videos and multiple HUBSpot tickets. The export pipeline has been stabilized so invoices can be re-exported without issue.

• AJTA-17788: Web connector issue / error when trying to match
  Matching processes with the web connector were experiencing frequent failures and errors. The integration routines were updated to resolve these intermittent matching failures, providing more reliable syncing.

• AJTA-17709: Typo in Arborgold
  Spelling error (“aganist” instead of "against") found on QB Log screen. Corrected all instances to maintain professional standards.

Improvements 🚀

This section showcases key enhancements and resolves previously identified issues, leading to improved performance and reliability of the software.