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Arborgold Software: Release Version 10.4.1 - Release Highlights 🌟

Version 10.4.1 | Release Date: 03/17/2026 | Cloud

This article provides a clear overview of recent bug fixes, feature enhancements, and product improvements included in the 10.4.1 release, organized by feature module.


🐞 Bug Fixes


General Performance & Stability ⚙️

AJTA-19137 – QuickBooks Export Is Slow: Fixed an issue where exporting invoices or payments to QuickBooks via the web connector was taking an unexpectedly long time to complete.

AJTA-19292 – Some Payments Skipped During QuickBooks Export: Fixed an issue where a small number of payments were consistently skipped during export to QuickBooks, even when the overall export appeared successful.

AJTA-19319 – QuickBooks Web Connector Processes One Record at a Time: Fixed an issue where the QuickBooks web connector was processing only one transaction at a time instead of batching multiple records during export.

AJTA-19541 – General Site Slowness and Instability: Fixed an issue where the site was experiencing slowness and instability, particularly during QuickBooks sync operations.

AJTA-19544 – QuickBooks Desktop Customer and Service Matching Fails: Fixed an issue where the QuickBooks Desktop web connector failed to complete the customer and service matching process, repeatedly prompting users to re-run the connector.

AJTA-19551 – Timeout Error When Creating Batch Invoices: Fixed an issue where attempting to create batch invoices was resulting in a timeout error.


Jobs, Services & Scheduling 💼

AJTA-17121 – Error Printing Work Order from Work Scheduler: Fixed an issue where printing a Work Order from the Work Scheduler returned a 'value too long' error for jobs with specific service lines.

AJTA-19134 – Service Resources Not Populating on Work Orders: Fixed an issue where service resources were not loading into Work Order print tables when the associated service was not yet in a scheduled status.

AJTA-19322 – Hidden Materials Printing on Work Orders: Fixed an issue where materials not visible on the front end were still printing on work orders due to backend service associations, particularly affecting services in scheduled status.

AJTA-19339 – Recurring Service Resources Don't Auto-Update Parent from Child Visit: Fixed an issue where service resources from child recurring visits did not automatically update the parent service upon completion without manual intervention.

AJTA-19360 – 'Determine Service Resources Hours By' Setting Not Saving on First Attempt: Fixed an issue where changes to the 'Determine Service Resources Hours By' setting on a new service did not save on the first attempt and required re-entry.

AJTA-19369 – Job Site Measurements Intermittently Fail to Save: Fixed an issue where job site measurements intermittently failed to save when adding more than one measurement at a time.

AJTA-19401 – Error When Attempting to Deactivate Services in Renewals: Fixed an issue where attempting to deactivate services in the job renewals screen was returning an unexpected error.

AJTA-19435 – Advanced Search Unavailable for Column-Level Filters: Fixed an issue where Advanced Search was unavailable, preventing users from using column-level search filters. All search columns are now accessible and functioning correctly.


Proposals & Estimates 📋

AJTA-19320 – Emailed Proposals Include Attachments from Other Proposals: Fixed an issue where emailed proposals were randomly including attachments from other proposals, resulting in incorrect files being sent to customers.

AJTA-19548 – Proposal Follow-Up Email Sent After Customer Already Accepted: Fixed an issue where a proposal follow-up email was automatically sent to customers who had already accepted the proposal.

AJTA-19586 – Multiple Duplicate Proposal Acceptance Emails Sent for One Job: Fixed an issue where users and their customers were receiving approximately 15 duplicate proposal acceptance emails for a single job.


Invoicing & Payments 💳

AJTA-18812 – Payment Export List Not Clearing After Export: Fixed an issue where the payment export list was not clearing from the screen after a successful export, and records could not be marked as sent.

AJTA-18985 – Square Footage Not Printing on Invoices or Reports: Fixed an issue where square footage measurements were not printing on invoices or appearing in the Service Totals Completed by Category Detail report.

AJTA-19262 – Former Employee Name Printing on Invoices: Fixed an issue where invoices were printing the name of a former employee as the salesperson, even when no salesperson was assigned to the job.

AJTA-19472 – Prepayment Amounts and Discounts Not Calculating Correctly: Fixed an issue where prepayment amounts and discounts were not being calculated or applied correctly, causing customers to be charged the wrong amount and creating mismatches in AR and QuickBooks exports.


Customer & Contact Management 👥

AJTA-14844 – Angi Leads Doesn't Link to Site: Fixed an issue where clicking the link on the Angi Leads integration page did not navigate to the expected destination.

AJTA-17966 – Caller ID Not Sending Data to Arborgold: Fixed an issue where the Caller ID integration stopped forwarding incoming call data to Arborgold, returning a server error when the URL was re-entered.

AJTA-19402 – Customer Search Returns Unrelated Results: Fixed an issue where searching for a customer by last name returned results that did not match the search term, including unrelated email addresses and addresses.

AJTA-19578 – Customer Search Suggestions Have No Consistent Order: Fixed an issue where the customer search suggestion list did not follow a consistent or logical order when searching by name.


Mobile Estimator & Field Tools 📱

AJTA-17890 – Mobile Estimator Sales Totals Don't Match Report: Fixed a discrepancy where Year-to-Date sales totals in the Mobile Estimator did not match the totals shown in the Sales Accepted report.

AJTA-19325 – Material Resources Not Showing on Crew App: Fixed an issue where material resources were not displaying on the Crew app dashboard, while equipment and employee resources appeared correctly.

AJTA-19663 – Mobile Estimator Sales Widget Shows Different Totals Than Reports: Fixed an issue where the 'Sales Totals' widget in the Mobile Estimator app was displaying different values than the Sales Accepted Totals Business Report.


Reporting & Dashboards 📊

AJTA-18928 – AR Summary Unscheduled Total Doesn't Match Work Scheduler: Fixed a discrepancy where the 'Unscheduled Total' in AR Summary did not match the corresponding amount shown in the Work Scheduler.


Communication & 2-Way Texting 🔔

AJTA-19142 – Proposal Email Subject Lines Show Garbled Characters: Fixed an issue where proposal and invoice email subject lines were displaying garbled characters surrounding customer name values.

AJTA-19145 – Filter Button Unresponsive in Communications Screen: Fixed an issue where the filter button in the Communications screen was unresponsive and could not be clicked.

AJTA-19258 – Text Automation Sends Full Year's Services Instead of Single Upcoming Service: Fixed an issue where the day-before text automation was sending the entire year's service history instead of only the single service scheduled for that day.

AJTA-19295 – Cannot Send Text When Customer Has Multiple Primary Email Addresses: Fixed an issue where a text message could not be sent if a customer profile had multiple email addresses in the primary email field, returning an 'Invalid Email Address' error.

AJTA-19333 – Resending an Email Sends It Twice: Fixed an issue where attempting to resend an email caused duplicate messages to be delivered, and proposal acceptance emails stopped reaching certain recipients.

AJTA-19337 – Email Template Subject Line Stops Auto-Populating After First Send: Fixed an issue where an email template's subject line would auto-populate only on the first send and fail to populate on subsequent sends from the Scheduler page.

AJTA-19436 – SMS Automation Merge Fields Not Populating Scheduled Service Info: Fixed an issue where outbound SMS automation merge fields were not populating scheduled service information for certain customer and jobsite combinations.

AJTA-19452 – SMS Messages Show Incorrect Date Stamp: Fixed an issue where SMS messages in the Communication Text Log were displaying an incorrect date stamp that did not match the actual sent date.

AJTA-19486 – Email Status Stuck at 'Accepted' in Outbox: Fixed an issue where sent email statuses in the communication outbox were stuck at 'Accepted' and never updated to reflect actual delivery status.

AJTA-19542 – SMTP Email Integration Fails to Send Proposals and Invoices: Fixed an issue where a configured SMTP email integration successfully sent test emails from settings but failed to send actual proposals or invoices.

AJTA-19630 – Customer Info Panel Missing When Viewing Text Messages: Fixed an issue where the customer information panel was intermittently missing when viewing an inbound text message, causing staff to inadvertently create duplicate customer records.

AJTA-19687 – Message List Period Filter Includes Messages Outside Selected Date Range: Fixed an issue where the period filter on the Message List was including messages from adjacent dates rather than restricting results to the selected date range.

AJTA-19767 – Error When Removing Member from Text Conversation: Fixed an issue where attempting to remove a member from a text conversation was returning an unexpected parsing error.


✨ Feature Enhancements — 2-Way Texting


AJTA-18026 – File Request UI in Messaging Composer: Added a File Request button to the messaging composer so users can request file attachments directly within a text conversation.

AJTA-18145 – Ability to Delete Messages and Entire Text Threads: Added the ability for users to delete individual messages or entire text conversation threads to help manage and clean up message history.

AJTA-18147 – Ability to Archive Text Threads: Added the ability to archive and unarchive text conversation threads, helping users keep their inbox organized by separating active from completed conversations.

AJTA-18902 – Scheduled Texts Moved Into Text Settings: Moved the Scheduled Texts feature from the general Settings menu into Text Settings for improved organization and easier access to all texting features in one place.

AJTA-19044 – Verbal Consent Modal Hidden for Legacy One-Way Texting Customers: Updated the messaging flow to hide the verbal consent modal for legacy customers who are on a one-way texting plan.

AJTA-19351 – New Merge Fields for Scheduled Services in SMS Automation: Added new merge fields for scheduled services in SMS automation, so text templates can pull in only the services scheduled for the automation trigger day.

AJTA-19385 – Single Email Used for Two-Way Texting When Customer Has Multiple Primary Emails: Updated the customer sync logic to use a single email address when a customer profile has multiple emails stored in the primary email field.

AJTA-19485 – Delete Message Permissions and Privacy Policy Logic Improvements: Improved message deletion so admins can delete any message while other users can only delete their own; also updated privacy policy validation and media send validation logic.

AJTA-19534 – Assigned SMS Number Now Displayed in Text Settings: Added a read-only display of the account's assigned SMS number in Text Settings, with a copy-to-clipboard option, so users know which number to share with customers.

AJTA-19535 – Expandable 'Text' Navigation Group with Nested Submenus: Added a new 'Text' navigation group in the left sidebar that expands to show all texting-related features in one organized location.


🚀 Product Improvements


AJTA-16010 – Service Name Cleanup Not Reflected in Service Listing Column: Improved the service listing screen to correctly display updated service names after a name cleanup operation replaces special characters.

AJTA-19013 – No Warning When Unscheduling a Completed Appointment: Improved the appointment scheduler to display a warning notification when a user attempts to unschedule an appointment that has already been marked as completed.

AJTA-19313 – Error When Opening Service Details from Services Tab: Fixed an error that occurred when attempting to open service details from the Services tab.

AJTA-19618 – Greater-Than Symbol Incorrectly Appears in Jobs List Filter: Fixed a display issue where a greater-than symbol (>) was incorrectly appearing in the Jobs list filter.

AJTA-19620 – Job Hyperlinks in Email Outbox Behave Inconsistently: Fixed an issue where job hyperlinks in the Email Outbox were inconsistently navigating to the correct job details page.

AJTA-19803 – Filter Window Position Broken on Email Outbox Screen: Fixed a layout issue where the filter panel on the Email Outbox screen was mispositioned, preventing users from accessing filter functionality.

 


We're continuously working to improve Arborgold's reliability and performance. If you have questions or need assistance, please reach out to our support team.