QuoteClerk AI for Intact iQ users

Intact iQ in plumbing and heating merchants

Intact iQ is the merchant system from Intact, which now trades as GenetiQ. It is used in plumbing and heating: in September 2024 Pochins, a plumbing and heating supplies business and a senior member of the PHG buying group, announced its move to Intact iQ. Merchants like this quote boiler swaps, bathrooms and full heating systems every day, and the lists come from installers in every shape: a spreadsheet from a contractor, a PDF schedule from a housing job, a photo of a page from a notebook.

QuoteClerk AI does not replace Intact iQ. It prepares the quote draft so your sales desk checks lines instead of searching for them.

From Intact iQ export to approved quote

1. Export. Products with code, description, unit and price, your customer accounts, and the customer and group prices you hold, as CSV, XLSX or TSV. A catalogue can also come as BMEcat XML if a supplier sends you one.
2. Receive a list. A spreadsheet, a PDF of up to 10 pages, an email body, or a PNG or JPG photo.
3. Draft. Every line is matched to a product from your export and priced from your own data.
4. Approve. A person on your team resolves the flagged lines and approves.
5. Out. An A4 PDF quote with your logo for the customer, and a UTF-8 CSV of the same lines for you.

Group prices and price dates

Buying group terms and supplier price changes mean the same boiler can carry a different price next month. QuoteClerk AI reads valid from and until dates on your prices, so an expired price is not used. The order is fixed: a customer price first, then the customer group price, then the list price. Quantity breaks apply where your export has them. A tie between 2 prices or a missing price stops the line and flags it, so your colleague chooses rather than the software.

A heating list with one open question

An installer emails a list for a system boiler replacement: the boiler by model, a 22 mm magnetic filter, 6 TRVs, 10 m of 22 mm copper, an unvented cylinder "same size as before". The boiler, filter and copper match and are priced at the installer's group price. The TRV line could match several valves in your range, so the options are shown. The cylinder line has no size, so it is flagged as unpriced with the question that needs answering. Your colleague settles both with the installer and approves.

When the list is a photo of handwriting, the same rule holds: uncertain lines are flagged for a person to check.

What happens with the CSV

There is no native connection, so nothing is written into Intact iQ automatically. Whether the CSV can be loaded into Intact iQ depends on whether your set-up has a CSV import for quotes or orders, and that is checked for your system during the pilot. If it has none, your colleague keys the approved lines in from the draft. The draft already carries your codes and prices, so this is copying, not searching.

Which plan fits

A sales desk with a few people usually starts on Team: £790 a month for 3 users, up to 200 requests and 6,000 line items, with its own online workspace and no setup fee. Starter is £390 a month for up to 20 requests. Larger merchants move to the full rollout at £1,290 or £3,900 a month plus £5,950 onboarding, which begins with the £1,490 paid pilot. How the paid pilot works ↗

Frequently asked questions