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Fuel, energy and recycling · Services

MatruOS for a rooftop solar installer

Set up the way a rooftop solar installer runs: turnkey price per kW for panels, inverter, structure, wiring and net-meter work; AMC and cleaning; battery and EV charger add-ons. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.

Fuel, energy and recyclingReady when you sign up

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

7-day free trial, no card needed.

What this solves

What a rooftop solar installer deals with today, and what MatruOS sets up for it

01Today

Portal and DISCOM steps stall for weeks and the balance waits. Quotes per kW take an evening each.

02In MatruOS

MatruOS sets up 9 routines, 1 workflow, 3 registers and 8 licences for a rooftop solar installer, 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. Panel and inverter makers
  2. distributor
  3. installer
  4. consumer, through DISCOM net metering

Your customers

  • Homeowners (PM Surya Ghar subsidy)
  • Shops, schools and small factories
  • Housing societies

Your suppliers

  • Panel and inverter distributors (b62)
  • Structure fabricators
  • Cable, ACDB/DCDB and BOS suppliers

Credit and cash

Advance 30-50% from customer, balance on installation or after net metering; distributors want advance or 7-15 days

Advance funds the kit; balance waits for net metering and sometimes the subsidy, 30-90 days; distributor paid up front

Your screens use your words

  • OrderProject
  • ItemSystem
  • InvoiceBill
  • productKit
  • SupplierDistributor

How it works

How MatruOS is set up for a rooftop solar installer

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 "Rooftop solar installer", typed when you sign up.
  2. Recognised as a rooftop solar installerRoutines, 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 a rooftop solar installer

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.

Sales executive

Sizes the system from monthly units, prepares a quote with current kit prices, subsidy and net cost

Reads customer bill photo, roof photos and kit prices

Asks you before sending

Operations head

Shows each project's portal and DISCOM stage with days stuck, flags missing serials or photos, and drafts follow-ups

Reads solar projects and installation checklists

Asks you before sending

Sales executive

Lists AMCs ending and cleanings due, and drafts renewal offers

Reads AMC and service

Asks you before sending

1 / 3

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

  • 8:30 amSurvey and installation crewsSite supervisor · 2 steps
    1. 1Load kit by project; check serials against the project
    2. 2Install; take serial and site photos
  • 10:00 amTurn new enquiries into quotesOwner · 2 steps
    1. 1Read the bill and roof photos of new enquiries
    2. 2Size kW from monthly units and send a quote with subsidy and net cost
  • 3:00 pmPortal and DISCOM follow-upsBack office executive · 2 steps
    1. 1Update each project's stage on the portal
    2. 2Follow up net meter and inspection pending more than 7 days

Every week1

  • MonWeekly balance collectionOwner · 2 steps
    1. 1List projects commissioned with balance due
    2. 2Call customers whose subsidy has been credited

Every month2

  • 1stMonthly AMC and cleaning remindersBack office executive · 2 steps
    1. 1List AMCs ending in 30 days and cleanings due
    2. 2Send renewal offers
  • 15thMonthly kit price reviewOwner · 2 steps
    1. 1Check distributor prices for modules and inverters
    2. 2Update quote rates per kW

Every year1

  • AprYearly vendor registration and licence renewalOwner · 2 steps
    1. 1Renew vendor registration on the national portal and DISCOM
    2. 2Renew electrical contractor licence

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.

Portal to subsidy

  1. 1Survey and quoteOwner
  2. 2Advance receivedOwnerNeeds approval
  3. 3DISCOM feasibilityBack office executive
  4. 4InstalledSite supervisor
  5. 5Net meter appliedBack office executive
  6. 6Inspected and commissionedElectrician
  7. 7Subsidy credited and balance paidOwner

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.

  • Solar projects

    Customer name · Phone · Consumer number (DISCOM) · Portal application ID · kW · Type · Quote amount · Advance received

  • Installation checklists

    Project · Module serials uploaded · Inverter serial · Earthing resistance ohm · String voltage · Photos taken · Customer trained

  • AMC and service

    Customer · Phone · AMC start · AMC end · Last cleaning · Last complaint

  • Rooftop installation

    Pass DISCOM inspection and avoid leaks

    4 steps with checks

  • Electrical safety and commissioning

    No shocks or fires

    3 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
On-grid rooftop solar system (supply) per kW · kW85415%
Installation and net-meter service per kW · kW99873918%
Hybrid system with battery (supply) per kW · kW85415%
Solar AMC and cleaning · year99871918%
Panel cleaning visit · visit99853318%
Inverter repair visit · visit99871918%
  • GST registrationGST department (GSTN)
  • Udyam (MSME) registrationMinistry of MSME (Udyam portal)
  • Shops and Establishments registrationState labour department (Shops and Establishments Act)
  • Electrical contractor licenceState electrical licensing board
  • Trade licenceMunicipal corporation or panchayatIf it applies
  • Professional tax registrationState professional tax officeIf it applies
  • PF registration (EPFO)EPFO (Employees' Provident Fund Organisation)If it applies
  • ESI registration (ESIC)ESIC (Employees' State Insurance Corporation)If 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.

OwnerSales and quotes, distributor buying, vendor registration, DISCOM relations.
Back office executivePortal steps, documents, net meter follow-up, subsidy status.
Site supervisorSurvey, structure, panels, wiring, earthing, handover.
ElectricianAC and DC wiring, inverter set-up, service calls.

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 rooftop solar installer?

Type one line about your business when you sign up, for example "Rooftop solar installer". 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 a rooftop solar installer 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