Your customers
- Farmers on finance
- Cash farmers
- Custom-hire owners and CHCs
- Contractors (haulage)
- Government scheme beneficiaries
Farming and dairy · Shops and showrooms
MatruOS for a tractor and farm-equipment dealer
Set up the way a tractor and farm-equipment dealer runs: margin on tractors and implements; finance and insurance payouts; maker scheme incentives; workshop labour; spares, lubricants and accessories; exchange tractor resale. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.
Ready when you sign up
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- 2
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- 10
What this solves
What a tractor and farm-equipment dealer deals with today, and what MatruOS sets up for it
Today
Loan files stall for one document and the customer goes to another brand. Exchange tractors sit in the yard for months.
In MatruOS
MatruOS sets up 8 routines, 2 workflows, 3 registers and 10 licences for a tractor and farm-equipment dealer, with an AI team that reads your own records and prepares the work.
What 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.
- Tractor maker
- dealer (and sub-dealers)
- farmer; financier and RTO in between
Your suppliers
- Tractor maker
- Implement makers and fabricators
- Lubricant company
- Financiers (banks and NBFCs)
- Insurers
Credit and cash
Pays the maker in advance or via inventory funding (interest from day one); financier pays 2-10 days after DO and documents; cash buyers pay before delivery; workshop dues from known customers 15-30 days
Stock bought ahead of festive and harvest peaks; scheme claims settled by the maker 30-90 days later; subsidy cases paid when the department releases
Your screens use your words
OrderBookingItemTractorproductModelemployeeExecutive
How it works
How MatruOS is set up for a tractor and farm-equipment dealer
Set-up takes a few minutes. After that, you change only what is different in your business.
- Describe the business in one lineFor example "Tractor and farm-equipment dealer", typed when you sign up.
- Recognised as a tractor and farm-equipment dealerRoutines, workflows, registers, items, licences and the AI team for this trade are set up for you.
- 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.
- 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 a tractor and farm-equipment dealer
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.
Shows the pipeline by stage and executive against the month target and lists hot enquiries to call
Works it out and shows you
Lists each loan file's missing documents and days pending, and RC applications not yet received; drafts customer messages
Asks you before sending
Finds tractors due for free or paid service and drafts reminders
Asks you before sending
Ages new and used tractors, works out interest cost and suggests what to push or reprice
Works it out and shows you
Matches claims due with claims filed and received and lists gaps
Asks you before sending
1 / 5
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 day
9:30 amMorning sales and workshop meeting
- 1Bookings, files pending DO, deliveries due today
- 2Workshop jobs open and breakdown calls
- 3Month-to-date retail vs target
11:00 amPre-delivery inspection and delivery
- 1PDI checklist done; chassis and engine number matched with invoice
- 2Customer shown operation and warranty terms; photo at handover
4:00 pmLoan file and RC follow-up
- 1Files waiting for documents, sanction or DO
- 2Vahan applications pending and RC received
Every week
MonFree and paid service reminders
- 1Tractors due by hours or months for free service
- 2Customers past warranty due for paid service
SatNew and used tractor stock review
- 1New tractors by model and age in yard; inventory funding interest
- 2Exchange tractors waiting for resale, by age and price
Every month
7thMaker scheme, warranty and finance payout claims
- 1Scheme claims per retail with proof submitted to the maker
- 2Warranty claims and parts returned
- 3Finance and insurance payouts received vs due
Every year
MarTrade certificate, insurance and dealer agreement renewals
- 1Renew the trade certificate (Form 16/17) for yard and demo tractors
- 2Stock insurance and shop licence; maker agreement and targets for the new year
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.
Enquiry to delivery and RC
- 1Enquiry and demo
- 2Booking and price approvedNeeds approval
- 3Loan file submitted
- 4DO received
- 5PDI and invoice
- 6Delivered with insurance
- 7RC handed over
Warranty repair to claim settlement
- 1Job card opened
- 2Fault confirmed and parts replaced
- 3Claim filed with maker
- 4Claim approvedNeeds approval
- 5Credit note received
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.
Enquiry and booking
Delivery and RC file
Workshop job card
PDI and delivery
A tractor that works on day one and registers without trouble
Service at fixed hours
Warranty kept valid and repeat customers
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.
| Item | HSN | GST |
|---|---|---|
| Tractor 30-40 HP | 8701 | 5% |
| Tractor 41-50 HP | 8701 | 5% |
| Tractor above 50 HP | 8701 | 5% |
| Mini tractor under 30 HP | 8701 | 5% |
| Rotavator | 8432 | 5% |
| Cultivator | 8432 | 5% |
| Tractor trolley | 8716 | 5% |
| Tractor spare parts (specified) | 8708 | 5% |
| Engine and transmission oil | 2710 | 18% |
| Paid service labour | 998714 | 18% |
| Extended warranty | 998714 | 18% |
| Used tractor (exchange resale) | 8701 | 18% |
- GST registration
- Dealer trade certificate (RTO)
- Shops and Establishments registration
- Udyam (MSME) registration
- Trade licenceIf it applies
- PF registration (EPFO)If it applies
- ESI registration (ESIC)If it applies
- Fire NOCIf it applies
- Pollution consent (CTO)If it applies
- Professional tax registrationIf 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.
Dealer principalMaker targets and billing, financier tie-ups, pricing and discounts, cash.
Sales executiveVillage visits, demos, bookings, loan file collection.
Finance and RTO executiveLoan files, DO follow-up, insurance, Vahan registration.
Workshop managerJob cards, free-service follow-up, warranty claims, mechanic allotment.
Service mechanicPDI, services, repairs, field breakdown visits.
AccountantInvoices, maker and financier accounts, scheme claims, GST.
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 a tractor and farm-equipment dealer?
Type one line about your business when you sign up, for example "Tractor and farm-equipment dealer". 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.
Farming and dairy
Other shops and showrooms in farming and dairy
Run a tractor and farm-equipment dealer 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