Operations: Gift Certificates

Step 1 — Certificate Dashboard

Certificate List Live

9:41

Gift Certificates

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 Live

9:41

Gift Certificates

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 ic hero ic-D

CTA leads to Issue screen

Step 2 — Certificate Detail

Active Certificate Live

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 ic lg ic-G

Progress bar, recipient, redemption timeline

Cancelled Certificate Live

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 Live

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

sarah.m@gmail.com

Phone

(330) 555-0147

ic hero ic-B header + amount card

Recipient fields are optional

Issue Form — Bottom Live

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.

Code & DeliveryA unique redemption code is auto-generated and emailed to the recipient.

Source select, reason, code, expiration

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

Step 4 — Redeem Certificate

Search & Lookup Live

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

Partial Redemption$75.00 of $150.00 balance. Remaining $75.00 stays on the certificate.

Code lookup + balance display + amount input

“Use Full Balance” shortcut button

Not Found State Live

9:41

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 ic lg ic-L

Searched code echoed in error message

Step 5 — Settings

Settings — Top Live

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

ic lg ic-D header

Settings — Bottom Live

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

Pro TipLoyalty rewards auto-issue when a customer’s lifetime spend crosses the threshold.

Numbering prefix + loyalty rewards config

Loyalty: threshold, reward value, max per year

Certificate List + Active Detail Live

9:41

Gift Certificates

Active

$1,247

Outstanding

Issue New

Redeem

Search by code, name...

All

Active

Partial

Used

GC-000412Active

Sarah Mitchell · $250.00 · $187.50 bal

GC-000409Partial

David Chen · $500.00 · $310.00 bal

GC-000401Used

Maria Gonzalez · $100.00 · $0.00 bal

GC-000412

ACTIVE

GIFT-SM-2026

Original

$250.00

Balance

$187.50

Used

25%

25% used

Details

RecipientSarah Mitchell

SourceManual

IssuedJan 15, 2026

ExpiresDec 15, 2026

Redemptions1

Redemption History

$62.50 redeemed

Feb 10, 2026 · Drain cleaning invoice #1847

Extend

Cancel

Issue Form + Redeem Lookup Live

9:41

Issue & Redeem

Issue Certificate

Amount

$250.00

Min: $1.00 / Max: $10,000.00

Recipient Name

Sarah Mitchell

sarah.m@gmail.com

Source

Manual Issuance

Reason

Repeat customer appreciation — annual HVAC maintenance contract

Expiration (Days)

365

Issue Certificate

Redeem Certificate

GIFT-SM-2026

GC-000412

Active

Original$250.00

Balance$187.50

Redemption Amount

$75.00

Redeem $75.00

Settings

Allow Partial Redemption

Customers use part of balance

Loyalty Rewards

Auto-issue at $1,000 spent

Email Notifications

Issue, redeem, expiration alerts

Settings Live

9:41

Settings

Limits

Min Value

$25

Max Value

$500

Expiration

365 days

Numbering

Prefix

GC-

Features

Partial Redemption

Loyalty Rewards

Email Notifications

Loyalty Config

Threshold

$1,000

Reward Value

$50

Max/Year

Dashboard Live

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

Gift Certificate Dashboard

Issued

$4.2K

Total Value

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

All Certificates Live

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

All Certificates

Search by code or name…

All Active Partial Used Expired

Code

Recipient

Value

Balance

Expires

Status

GC-2026-084

Sarah Mitchell

$100

Dec 2026

Active

GC-2026-079

James Kowalski

$150

$75

Jun 2026

Partial

GC-2026-071

Angela Briggs

$75

Mar 2026

Used

GC-2025-042

Tom Henderson

$50

Expired

Issue New Live

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

Issue Certificate

Certificate Details

Amount *

$100.00

Source

Customer Appreciation

Custom Code

Auto-generated

Expiration

365 days

Recipient (Optional)

Name

Sarah Mitchell

sarah.m@gmail.com

Notes

Winter appreciation campaign

Issue Certificate

Redeem Live

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

Redeem Certificate

Lookup Certificate

GC-2026-079

Lookup

James Kowalski

Partial

Original

$150

Used

$75

Balance

$75

Redeem Amount

$75.00

Redeem $75.00

Settings Live

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

Certificate Settings

Limits & Defaults

Min Value

$25.00

Max Value

$500.00

Default Expiration

365 days

Certificate Prefix

GC-

Features

Allow Partial Redemption

Loyalty Rewards

Email Notifications

Data Architecture

Schema tables, queries, mutations, and status flows that power Gift Certificates.

Source Files

index.tsx

Certificate list — stats dashboard, filters, certificate cards

screen

[id].tsx

Certificate detail — values, redemption timeline, extend/cancel actions

screen

new.tsx

Issue certificate form — amount, recipient, source, expiration

screen

redeem.tsx

Redeem by code or certificate number, partial redemption

screen

settings.tsx

Feature configuration — limits, expiration rules, loyalty rewards

screen

Convex Queries

listGiftCertificates

Filter by status. Returns certificates with balance and expiry.

query

getGiftCertificate

By certificateId, code, or number. Full cert + recipient + metadata.

query

getGiftCertificateRedemptions

Redemption history with balanceBefore/balanceAfter per transaction.

query

getGiftCertificateSettings

Min/max values, expiration rules, loyalty reward configuration.

query

Convex Mutations

issueGiftCertificate

Value, source, recipient, custom code, expiration days, notes.

mutation

redeemGiftCertificate

Partial or full redemption. Returns amountRedeemed and remaining balance.

mutation

extendGiftCertificateExpiration

Adds days to certificate expiration. Validates certificate is active.

mutation

cancelGiftCertificate

Sets status to cancelled with reason. Preserves redemption history.

mutation

upsertGiftCertificateSettings

Min/max value limits, default expiration, loyalty reward config.

mutation

Certificate Status Flow

issued → active → partially_redeemed → fully_redeemed

Terminal: cancelled expired

Key Design Decisions

Contractor Palette

Terracotta accent, IconCircle styles B/D/F + semantic states

Partial Redemption

Balance tracking per transaction with before/after amounts

Expiration Control

Configurable expiration with extension capability for active certificates

Loyalty Integration

Auto-issue certificates as rewards for repeat customers

Cancellation Safety

Requires reason, preserves full redemption history for audit