Swept for deck-building

Deck building websites for Swept with a clear pre-sale workflow

We are frustrated that swept does not document public website embeds, API access, or webhooks for request capture. Capture project requests on your site, run sales in CRM/email, and manually move accepted work into Swept for operations, which turns the website into a handoff delay.

No public API
No native embeds
Manual ops handoff
Swept handoff
Deck Building intake

Take the CRM Scorecard

Deck projects need qualification before operations

We are frustrated that for deck work, first-response quality depends on scope and timing detail. Swept is not documented as a marketing intake endpoint.

Requests cool off while teams re-ask project basics.

What a Swept-centered deck building website does instead

Capture scope (project type, size signals, timeline) on-site, route to CRM/email for consultation and proposal, then manually onboard won work into Swept. This follows Swept’s documented post-sale role.

Native option

Swept does not provide native public request-capture embeds.

API option

Swept does not document a public API for website request ingestion.

How the handoff works (truthful to Swept)

Recommended

Hybrid: Website form → CRM/email → manual entry into Swept

The website handles intake, CRM/email handles sales workflow, and Swept handles execution after acceptance.

When to use: Always, given Swept’s documented integration limits for public website intake.

Boundary-safe

Fallback manual handoff

When Swept does not document a richer write path, the website still captures the right context and keeps the unsupported steps manual instead of implied.

When to use: Use this when the platform boundary needs to stay explicit and manual review is safer than inference.

What the website captures for deck building

Capture enough to schedule the right consultation.

Project type (new build/replace/repair) (optional)
Routes to the right sales process.
Approximate size or dimensions (optional)
Improves estimate triage.
Property address
Required for consultation planning.
Desired timeline
Sets planning expectations.
Material preferences (optional)
Improves initial fit assessment.
Photos/site notes (optional)
Reduces discovery loops.

Typical deck building + Swept workflows

Consultation request

Trigger: A prospect requests a deck project consultation.

Capture: The website captures project basics and timing.

Platform: Sales qualifies in CRM/email. Swept onboarding is manual after acceptance.

Planned build inquiry

Trigger: A prospect plans a future project.

Capture: The website captures timeline and preferences.

Platform: Request stays outside Swept until contract acceptance.

Repair request

Trigger: A prospect requests repair work.

Capture: The website captures issue notes and urgency.

Platform: Ops setup in Swept occurs after the job is sold.

Why this isn’t a direct website → Swept integration

Swept is post-sale software

Its documented strengths are workforce and operations.

No public request-ingestion API

Avoid promising undocumented automation.

Less ambiguity

Sales and ops stages stay explicitly separated.

Frequently asked questions

Can deck project requests create Swept records automatically?

Not through a documented public API or embed. Use CRM/email first, then manual Swept entry after acceptance.

Does Swept include a website quote widget?

No documented native request-capture widget is provided for public websites.

What should Swept handle?

Operational scheduling and execution after a deal is won.

How do we avoid losing context?

Capture complete consultation fields on the website and use a fixed manual onboarding checklist for Swept.

Start your deck building System Check for Swept

We’ll map a qualification-first website flow and a manual post-sale handoff into Swept that your team can run consistently. If the preview shows the fit is real, the build scope gets clarified before you commit and the next bottleneck stays visible instead of getting buried in a proposal maze.