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MatruOS for an AC installation and AMC business

Set up the way an AC installation and AMC business runs: installation charges, AMCs (service visits a year for a fixed fee), repair and gas charging, spare parts, brand partner payouts per call, and for larger firms HVAC project contracts. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.

Construction and homeReady when you sign up

  • 9routines on a timetable
  • 1workflows with approvals
  • 2SOPs and checks
  • 3registers of your own
  • 4jobs for your AI team
  • 8licences tracked

7-day free trial, no card needed.

What this solves

What an AC installation and AMC business deals with today, and what MatruOS sets up for it

01Today

Summer calls pile up and technicians criss-cross the city. AMC visits missed and customers do not renew.

02In MatruOS

MatruOS sets up 9 routines, 1 workflow, 3 registers and 8 licences for an AC installation and AMC business, with an AI team that reads your own records and prepares the work.

03What changes

The right person is reminded at the right time, approvals wait for whoever decides, and every licence has a renewal reminder. Anything that sends, pays, signs, files or deletes waits for a person's approval.

Where you sit

MatruOS starts from how your business earns

Who you sell to, who you buy from, how credit moves and where you sit in the chain decide how your screens, reminders and reports are set up.

  1. AC brand or dealer
  2. installer and service partner
  3. home or office

Your customers

  • Homes
  • Shops and showrooms
  • Offices, banks and clinics
  • AC brands and dealers (outsourced installs)
  • Housing societies
  • Builders

Your suppliers

  • AC spare part dealers
  • Copper pipe and insulation suppliers
  • Refrigerant gas dealers
  • AC brands and distributors
  • Scaffolding hire

Credit and cash

Home customers pay on job by UPI; AMCs paid in advance; offices 30-60 days; brands settle partner claims monthly 30-45 days after the month

Summer cash surplus; brand claims and office bills lag; AMC renewals in Jan-Mar fund the year

Your screens use your words

  • OrderComplaint
  • ItemUnit
  • InvoiceJob sheet
  • SupplierSpares dealer

How it works

How MatruOS is set up for an AC installation and AMC business

Set-up takes a few minutes. After that, you change only what is different in your business.

  1. Describe the business in one lineFor example "AC installation and AMC", typed when you sign up.
  2. Recognised as an AC installation and AMC businessRoutines, workflows, registers, items, licences and the AI team for this trade are set up for you.
  3. Bring your dataCustomers, items and balances come across from Zoho Books, Vyapar, Excel and others. For Tally, our team helps you move the data while Tally import is checked on the live app.
  4. Approve and runThe AI team prepares the routine work. A person approves anything that sends, pays, signs, files or deletes.

Your AI team

What the AI team does for an AC installation and AMC business

Each job goes to a member of your AI team. It reads your own records and prepares the work. Anything that sends, pays, signs, files or deletes waits for a person's approval.

Operations head

Groups the day's calls and due AMC visits by area into a route per technician and lists spares to issue

Reads complaint and job sheets, AMC register and spares and gas stock

Asks you before sending

Support agent

Lists AMC visits due this week and sends slot reminders to customers

Reads AMC register

Asks you before sending

Accountant

Matches closed brand calls to payouts, lists unpaid ones, matches spares issued to jobs billed, and prepares monthly office bills

Reads complaint and job sheets, brand payout statements and spares and gas stock

Asks you before sending

Sales executive

Drafts renewal and pre-summer service offers for expiring AMCs and last year's installs

Reads AMC register and complaint and job sheets

Asks you before sending

1 / 4

How you run

Your routines, already on a timetable

Each routine has a time, a person and its steps with the checks that matter. MatruOS reminds the right person and keeps the record. Open one to see its steps.

Every day3

  • 9:00 amAssign the day's calls by areaCall coordinator · 3 steps
    1. 1Pull new calls, brand portal calls and AMC visits due today
    2. 2Group by area and give each technician 4-6 jobs
    3. 3Issue spares and gas against job numbers
  • 10:00 amInstallation with vacuum and pressure checkTechnician · 3 steps
    1. 1Vacuum the line before opening valves
    2. 2Check gas pressure and outlet air temperature
    3. 3Photo of indoor and outdoor unit and serial plate
  • 7:30 pmClose job sheets and cashCall coordinator · 3 steps
    1. 1Close jobs with photos and amount; list part-awaited calls
    2. 2Match cash and UPI collected by each technician
    3. 3Close brand calls on the portal the same day

Every week1

  • MonAMC visits due this weekCall coordinator · 2 steps
    1. 1List AMC customers due a service this week and book slots
    2. 2Reschedule missed visits

Every month2

  • 3rdBrand partner claims and office billsOwner · 2 steps
    1. 1Match portal closed calls to brand payout statement
    2. 2Raise monthly bills to offices and societies under AMC
  • 10thGST and wagesOwner · 1 steps
    1. 1GSTR-1 and 3B; pay technicians' salary and incentive per job

Every year1

  • JanTool calibration and insuranceOwner · 2 steps
    1. 1Check vacuum pump, gauges and leak detector
    2. 2Renew accident insurance for technicians working at height

Workflows

Each stage goes to the person who handles it

Work passes stage by stage to the right person. Stages marked for approval wait for the person who decides.

Complaint to closure

  1. 1Call loggedCall coordinator
  2. 2Technician assignedCall coordinator
  3. 3Diagnosed and estimate givenTechnician
  4. 4Customer approves estimateCall coordinatorNeeds approval
  5. 5Repaired and testedTechnician
  6. 6Paid and closedCall coordinator

Registers and SOPs

Your registers and standards

Registers hold the fields this trade records. SOPs carry the steps and checks, so work is done the same way every time.

  • Complaint and job sheets

    Customer · Phone · Address · Job type · Model and serial number · Technician · Status · Amount

  • AMC register

    Customer · Units covered · AMC type · Start date · End date · Visits due · Visits done · Amount

  • Spares and gas stock

    Item · Issued to technician · Quantity · Job sheet number · Gas kg used

  • Split AC installation standard

    Installs that do not leak or return in summer

    5 steps with checks

  • Refrigerant handling

    Charge the right gas safely and do not vent it

    4 steps with checks

Items and licences

Your first bill is right, and no licence lapses

Starter items arrive with unit, HSN and GST rate. The registrations this business usually needs are listed with a reminder before each one expires.

ItemHSNGST
Split AC installation (standard 3 m pipe) · job99546318%
Split AC uninstall and reinstall (shifting) · job99546318%
Wet service (jet wash), split AC · unit99871718%
Gas charging, full (R32) · unit99871718%
Comprehensive AMC, split AC, 3 services a year · unit99871718%
Non-comprehensive AMC, split AC · unit99871718%
Extra copper pipe with insulation · metre741118%
Run capacitor, fan or compressor · piece853218%
Outdoor unit stand, MS powder coated · piece730818%
Split AC 1.5 ton (supply) · piece841518%
Brand partner payout per installation · job99546318%
  • GST registrationGST department (GSTN)
  • Udyam (MSME) registrationMinistry of MSME (Udyam portal)
  • Shops and Establishments registrationState labour department (Shops and Establishments Act)
  • Trade licenceMunicipal corporation or panchayatIf it applies
  • Electrical contractor licenceState electrical licensing boardIf it applies
  • PF registration (EPFO)EPFO (Employees' Provident Fund Organisation)If it applies
  • ESI registration (ESIC)ESIC (Employees' State Insurance Corporation)If it applies
  • Insurance policyInsurance companyIf it applies

Your people

The people who run it, each with their own login

Each person sees the screens and reminders for the work they do.

OwnerTakes commercial jobs and AMCs, sets rates, handles brand partner account.
Call coordinatorLogs calls, assigns technicians, follows up parts and payments.
TechnicianInstalls, services and repairs; fills job sheets; collects payment.
HelperCarries tools and units, drills walls, cleans site.

Not covered yet

  • Sending messages, bills and reminders on WhatsApp from MatruOS is not live yet. Today they go by link, QR code or email, and from your own phone in one tap.
  • Live bank and UPI feeds are not connected yet. Upload a bank statement and MatruOS reads it into payments for you to confirm.

Questions people ask

How long does it take to set up MatruOS for an AC installation and AMC business?

Type one line about your business when you sign up, for example "AC installation and AMC". MatruOS picks this business type and sets up everything on this page in a few minutes. You then get a 7-day free trial, no card needed.

Do I have to type all of this in?

No. The routines, workflows, registers, items, licences and AI team on this page arrive already set up. You change what is different in your business, and bring your customers, items and balances from Zoho Books, Vyapar, Excel and others, with our team's help for Tally data.

Can I change the routines and workflows?

Yes. Every routine, workflow, register and SOP is yours to rename, retime, switch off or add to. MatruOS keeps the rest of the system in step with your changes.

What does the AI team do without asking me?

It runs routine checks and prepares drafts. Anything that sends, pays, signs, files or deletes waits for a person's approval. The one exception you can choose is payment reminders, which go out on their own once you have checked them and switched them on.

Run an AC installation and AMC business on one system Set up for your trade when you sign up.

Describe your business once. MatruOS sets up your apps, brings in your data and puts Muni and the AI team to work, with your approval on every step that matters. 7-day free trial, no card needed.

See plans and what each includes
Chat with the MatruOS team on WhatsApp, +91 97234 99901