Operations: Gift Certificates

1 List

2 Detail

3 Issue

4 Redeem

5 Settings

1 Certificate Dashboard

2 Issue & Redeem

1 Gift Certificate Manager

Step 1 — Certificate Dashboard

Certificate List

9:41

Gift Certificates

8

Active

$1,247.50

Outstanding

Search by code, name, or number...

All

Active

Partial

Used

Certificates

12 total

GC-000412 active

Sarah Mitchell

GIFT-SM-2026

Original

$250.00

Balance

$187.50

Used

25%

GC-000409 partially redeemed

David Chen

LOYAL-DC-500

Original

$500.00

Balance

$310.00

Used

38%

GC-000401 fully redeemed

Maria Gonzalez

REFUND-MG-100

Original

$100.00

Balance

$0.00

Used

100%

StatCardRow + SegmentedControl + CertificateCard

Filters: All / Active / Partial / Used

Empty State

9:41

Gift Certificates

0

Active

$0.00

Outstanding

Search by code, name, or number...

All

Active

Partial

Used

No gift certificates yet

Issue gift certificates to reward customers or resolve service issues.

EmptyState with IconCircle D hero

CTA leads to Issue screen

Step 2 — Certificate Detail

Active Certificate

9:41

Certificate

GIFT-SM-2026

Original Value

$250.00

Balance

$187.50

25% used

Recipient

Name Sarah Mitchell

Email sarah.m@gmail.com

Phone (330) 555-0147

Details

Source Manual Issuance

Issued Jan 15, 2026, 2:30 PM

Issued By Mike Johnson

Expires Dec 15, 2026

Reason Repeat customer appreciation gift for annual HVAC service

Redemptions 1

Redemption History

-$62.50 Feb 8, 2026, 10:15 AM

Balance: $250.00 → $187.50

by Mike Johnson

Internal Notes

Loyal customer since 2022. Issued as part of the Winter Appreciation campaign. Applied toward drain cleaning service.

Terracotta header with IconCircle G lg

Progress bar, recipient, redemption timeline

Cancelled Certificate

9:41

Certificate

PROMO-FALL-150

Original Value

$150.00

Balance

$150.00

0% used

Details

Source Promotional

Issued Oct 1, 2025, 9:00 AM

Expires Dec 31, 2025

Redemptions 0

Redemption History

No redemptions

Cancelled

Nov 20, 2025, 3:45 PM

Promotional campaign ended early. Customer was offered a replacement certificate with extended validity.

Cancelled state with error-bordered card

Empty redemption history, no action buttons

Step 3 — Issue Certificate

Issue Form — Top

9:41

Issue Certificate

Issue Gift Certificate

Create a gift certificate for a customer

Certificate Value

Amount

$ 250.00

Min: $1.00 / Max: $10,000.00

Recipient (Optional)

Name

Sarah Mitchell

Email

sarah.m@gmail.com

Phone

(330) 555-0147

IconCircle G hero header + amount card

Recipient fields are optional

Issue Form — Bottom

9:41

Issue Certificate

Certificate Details

Source

Manual Issuance

Reason

Repeat customer appreciation — annual HVAC maintenance contract

Redemption Code (Optional)

PROMO2026

Leave blank to auto-generate

Expiration (Days)

365

Internal Notes

Winter appreciation campaign batch. Loyal customer since 2022.

Source select, reason, code, expiration

Source options: Manual, Loyalty, Refund, Promo, Referral, Recovery

Step 4 — Redeem Certificate

Search & Lookup

9:41

Redeem Certificate

Redeem Gift Certificate

Enter the certificate code or number

GIFT-SM-2026

GC-000412 active

Sarah Mitchell

Original

$250.00

Balance

$187.50

Expires Dec 15, 2026

Redemption Amount

$ 75.00

Note (Optional)

Applied to drain cleaning invoice #1847

Code lookup + balance display + amount input

“Use Full Balance” shortcut button

Not Found State

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Redeem Certificate

Redeem Gift Certificate

Enter the certificate code or number

INVALID-CODE

Certificate Not Found

No certificate matches “INVALID-CODE”. Check the code and try again.

Error state with IconCircle B lg

Searched code echoed in error message

Step 5 — Settings

Settings — Top

9:41

Settings

Gift Certificate Settings

Value Limits

Minimum Value

$ 1.00

Maximum Value

$ 10,000.00

Redemption Rules

Allow Partial Redemption

Let customers use part of the balance

Expiration

Default Expiration (Days)

365

Allow Extensions

Allow extending certificate expiration

Max Extension (Days)

365

Value limits, redemption rules, expiration config

IconCircle D lg header

Settings — Bottom

9:41

Settings

Numbering

Certificate Prefix

GC-

Preview: GC-000413

Loyalty Rewards

Enable Loyalty Rewards

Auto-issue certificates for loyal customers

Spending Threshold

$ 1,000.00

Issue reward after customer spends this amount

Reward Value

$ 50.00

Max Rewards Per Year

4

Numbering prefix + loyalty rewards config

Loyalty: threshold, reward value, max per year

Data Architecture

Source Files


        index.tsx // Certificate list + stats

        [id].tsx // Certificate detail + timeline

        new.tsx // Issue certificate form

        redeem.tsx // Redeem by code/number

        settings.tsx // Feature configuration

        

        // Path: app/(contractor)/(tabs)/(home)/

        //   operations/gift-certificates/

Queries


        listGiftCertificates

          args: status? // Filter by status

          returns: certificates[], hasMore

        

        getGiftCertificate

          args: certificateId | code | certificateNumber

          returns: full cert + recipient + metadata

        

        getGiftCertificateRedemptions

          args: certificateId

          returns: redemption[] with balanceBefore/After

        

        getGiftCertificateSettings

          returns: limits, expiration, loyalty config

Mutations


        issueGiftCertificate

          args: valueCents, source, recipient?,

            code?, issueReason?, expirationDays?,

            internalNotes?

          returns: certificateNumber, certificateId

        

        redeemGiftCertificate

          args: certificateId, amountCents,

            transactionNote?

          returns: amountRedeemed, remainingBalance

        

        extendGiftCertificateExpiration

          args: certificateId, additionalDays

        

        cancelGiftCertificate

          args: certificateId, reason

        

        upsertGiftCertificateSettings

          args: min/maxValue, expiration, loyalty

Components


        StatCard / StatCardRow

        SegmentedControl // All/Active/Partial/Used

        CertificateCard // List item w/ values

        EmptyState // IconCircle D hero

        Badge // Status + source badges

        IconCircle // Styles B, D, G

        TextInput / Select / Switch

        Prompt // Extend/Cancel dialogs

        Button // primary, secondary, outline

Certificate Dashboard

9:41

Certificate Dashboard

Certificate Stats

84

Issued

$4.2K

Value

62

Redeemed

$1.8K

Outstanding

Recent Certificates

GC-2026-0084 — $100

For: Sarah Smith · From: Jane Doe

Active

GC-2026-0083 — $50

For: Mike Johnson · Redeemed

Used

GC-2026-0082 — $75

For: Lisa Park · Expires Apr 1

Expiring

Issue & Redeem

9:41

Issue & Redeem

Issue Certificate

Recipient

Sarah Smith

Amount

$100.00

Message

Happy Birthday! Enjoy your home service.

Redeem Certificate

Certificate Code

GC-2026-0084

Value

$100.00

Status

Active — Ready to redeem

Settings

Email notification

PDF attachment

Expiration reminder

Gift Certificate Manager

https://app.3bids.io/contractor/gift-certificates

Gift Certificate Manager

84

Issued

$4.2K

Total Value

62

Redeemed

$1.8K

Outstanding

Recent Activity

Certificate issued — $100

2 minutes ago

Certificate redeemed — $50

15 minutes ago

Certificate expiring soon

1 hour ago

Issuance & Redemption