Inspection booked
Starts the reminder and prep texts for the inspector the moment it is tapped.
Contact actions · Storm Ready and up
GoHighLevel contact actions: one tap, the tag is on
A bar of quick tags, buttons and mini forms on every contact record. Your office marks an inspection booked, logs claim details or asks for a review without hunting through the contact screen.
Sample homeowner · hail claim
Inspection bookedAdjuster meetingDeposit collected
Book inspectionClaim detailsAsk for a review
Live preview
Try the contact actions bar on a homeowner record
Tap a tag to toggle it, open Claim details to see the mini form, change the position or drag the bar. Nothing is saved.
Setting up the live preview…
Bottom center: this is the real contact actions bar. Tap a quick tag to add or remove it, open Claim details to see its form, or drag the bar by its grip. Nothing is saved in the preview.
Short answerThe contact actions bar puts your most-used tags, buttons and small forms on every GoHighLevel contact record. Each tap adds or removes a real tag or saves a real custom field, so your existing workflows run as normal.
Why roofers use it
In storm season the office updates homeowner after homeowner all day. Each "add tag" in stock GoHighLevel is several clicks; a missed tag means a missed follow-up. One-tap chips make the right action the easy one, and the color tells everyone the state of the job.
It works best alongside the pipeline board designs and the CRM and workflow automations that listen for those tags.
What the bar can doUpdated 2026-10-03
- Quick tags
- Toggle a tag on or off, colored per tag
- Buttons
- Add tags, remove tags, or both
- Mini forms
- Write text, number, date or dropdown values to custom fields
- Positions
- 6: Bottom center, Bottom left, Bottom right, Top center, Top left, Top right
- Draggable
- Optional, per account
- Workflows
- Unchanged: tag and field triggers fire normally
Use cases
Five actions a roofing office taps every day
Adjuster meeting
Flags the job so the estimator knows to be on the roof when the adjuster arrives.
Deposit collected
Moves the homeowner into production follow-up and stops sales nudges.
Claim details
Damage type, roof squares and date of loss saved to custom fields in one dialog.
Ask for a review
Adds the tag your review request workflow listens for, right after the job is done.
Which packages include contact actionsOne-time payment, lifetime access
- Shingle · $197
- Not included
- Storm Ready · $477
- Included: One-tap tags, buttons and mini forms on every contact record, in 6 positions.
- Full Replacement · $967
- Included: One-tap tags, buttons and mini forms on every contact record, in 6 positions.
Step by step
How to set up the contact actions bar
- Tags
Add your quick tags
List the tags your office toggles most (inspection booked, adjuster meeting, deposit collected) and give each a color.
- Buttons
Add buttons and mini forms
A button can add or remove tags, or open a small form that writes straight into the contact’s custom fields.
- Place
Choose where the bar sits
Pick one of 6 positions and decide whether staff can drag it.
- Publish
Publish
Publish, and the bar appears on every contact record. Your existing tag-triggered workflows fire as usual.
Straight answers
Contact actions questions
What is the contact actions bar in GoHighLevel?
It is a small bar the GHL Customizer adds to every contact record, with one-tap tag chips, buttons and mini forms. Staff update a homeowner in one click instead of opening the tag box or custom fields.
Will tags added from the bar trigger my workflows?
Yes. The bar adds and removes real GoHighLevel tags and writes real custom field values, so any workflow that starts on "tag added" or a field change runs exactly as if someone had done it by hand.
What can a mini form update?
Custom fields on the contact, such as damage type, roof squares or date of loss. You choose the fields, labels and input types (text, number, date, dropdown).
Where can the bar sit on the screen?
In 6 positions: Bottom center, Bottom left, Bottom right, Top center, Top left, Top right. You can also let staff drag it out of the way.
Does it work with the Roofing Snapshot tags?
Yes. Use the tag names your snapshot workflows already listen for. That way a canvasser tapping "inspection booked" starts the same follow-up your snapshot sends today.
Which package includes the contact actions bar?
Storm Ready and Full Replacement. Storm Ready is $477 one-time.
Can I color the chips?
Yes: a color per tag, your single brand color, or green when the tag is on and gray when it is off. All three are in the preview on this page.
Is anything saved when I click in the preview?
No. The preview runs the real bar on a copy of GoHighLevel, but nothing is saved or sent anywhere.
Keep inspecting the account
Every module of the GHL Theme Design account has its own live preview. Compare what each layer includes on the pricing page.