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Health and pharma · Traders and distributors

MatruOS for a medical equipment dealer

Set up the way a medical equipment dealer runs: margin on equipment sales (10-25% for dealers, more on own-import), installation, AMC and CMC contracts, spare parts and accessories (probes, cables, batteries), demo and loaner rental, tender supplies. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.

Health and pharmaReady when you sign up

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

7-day free trial, no card needed.

What this solves

What a medical equipment dealer deals with today, and what MatruOS sets up for it

01Today

ICU equipment down and the engineer goes to the wrong call first. Quotes go cold without follow-up.

02In MatruOS

MatruOS sets up 8 routines, 2 workflows, 3 registers and 9 licences for a medical equipment dealer, 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. OEM or importer
  2. dealer
  3. hospital; dealer services the base for life

Your customers

  • Private hospitals and nursing homes
  • Clinics and diagnostic centres
  • Government hospitals by tender
  • Medical colleges
  • Corporate chains

Your suppliers

  • OEMs and importers
  • Spare parts suppliers
  • Calibration lab
  • Transporters

Credit and cash

Private hospitals pay 30-50% advance and balance on installation or 30-90 days; government pays after installation and inspection, 60-120 days, holds 3-10% performance security; OEMs give 30-60 days or want advance

Large tickets with long receivables; service contracts bring steady monthly cash; demo stock ties up capital

Your screens use your words

  • CustomerHospital
  • OrderPurchase order
  • ItemEquipment
  • InvoiceTax invoice
  • productModel

How it works

How MatruOS is set up for a medical equipment dealer

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 "Medical equipment dealer", typed when you sign up.
  2. Recognised as a medical equipment dealerRoutines, 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 medical 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.

Support agent

Orders open calls by criticality and downtime, matches engineers by area and skill, flags loaner need and spares to order

Reads service calls and installed base

Works it out and shows you

Sales executive

Lists stale quotes and closing tenders, drafts follow-up messages and a short note on each deal's next step

Reads enquiries and quotations and tender list

Asks you before sending

Sales executive

Lists warranties and contracts ending in 60 days and drafts renewal quotes with each machine's uptime

Reads installed base and service calls

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 day2

  • 9:00 amMorning service-call boardService coordinator · 2 steps
    1. 1List open calls by downtime; ICU equipment first
    2. 2Assign engineers and loaners; order spares
  • 11:00 amSales visits and demosSales executive · 2 steps
    1. 1Visit 3-4 hospitals; log each enquiry and next step
    2. 2Book demos with the doctor who will use it

Every week2

  • MonWeekly pipeline and tender reviewOwner · 2 steps
    1. 1Review quotes over 15 days old and tenders closing this week
    2. 2Decide discounts and EMD
  • FriCollections and security depositsAccounts and tender clerk · 2 steps
    1. 1List invoices over 60 days and EMD or security to be released
    2. 2Follow up with hospitals and tender offices

Every month2

  • 1stPreventive maintenance scheduleService coordinator · 2 steps
    1. 1List machines due for PM this month by hospital
    2. 2Book visits and electrical safety tests
  • 10thWarranty and AMC renewalsService coordinator · 2 steps
    1. 1List warranties and contracts ending in 60 days
    2. 2Send renewal quotes with uptime record

Every year1

  • AprRenew OEM authorisations, MD-42 and AERBOwner · 2 steps
    1. 1Renew OEM dealer certificates for tenders
    2. 2Check MD-42 registration and AERB authorisation validity

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 installation

  1. 1Enquiry and needs notedSales executive
  2. 2Demo doneSales executive
  3. 3Quotation approvedOwnerNeeds approval
  4. 4PO and advance receivedAccounts and tender clerk
  5. 5Delivered and installedService engineer
  6. 6Balance collectedAccounts and tender clerk

Breakdown call

  1. 1Call loggedService coordinator
  2. 2Engineer visitService engineer
  3. 3Spare or loanerService coordinator
  4. 4Closed with hospital sign-offService engineer

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.

  • Enquiries and quotations

    Hospital · Contact doctor or purchase head · Equipment wanted · Status · Quote value · Next follow-up · Tender

  • Installed base

    Serial number · Model · Hospital · Installed on · Warranty till · Contract · Contract till · Next PM due

  • Service calls

    Date · Serial number · Complaint · Engineer · Status · Downtime hours · Chargeable

  • Installation and preventive maintenance

    Equipment works safely and the hospital passes audits

    4 steps with checks

  • Tender bid

    Bid on time with every document

    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
Multipara patient monitor · piece90185%
12-channel ECG machine · piece90185%
Defibrillator with monitor · piece90185%
ICU ventilator · piece90195%
Syringe infusion pump · piece90185%
Oxygen concentrator (10 L) · piece90195%
Motorised ICU bed · piece94025%
LED OT light · piece940518%
Steam autoclave (horizontal) · piece841918%
Digital X-ray system · piece90225%
SpO2 probe or ECG cable (spare) · piece90185%
Comprehensive maintenance contract (CMC) · year99871918%
  • Medical device registration or licenceCDSCO / state licensing authority (Medical Devices Rules 2017)
  • GST registrationGST department (GSTN)
  • Shops and Establishments registrationState labour department (Shops and Establishments Act)
  • Udyam (MSME) registrationMinistry of MSME (Udyam portal)
  • AERB licence (X-ray)Atomic Energy Regulatory Board (eLORA portal)If it applies
  • GeM seller registrationGovernment e-Marketplace (GeM)If it applies
  • Import Export Code (IEC)DGFT (Import Export Code)If 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.

OwnerOEM relations, pricing, tenders, credit.
Sales executiveHospital visits, demos, quotations, follow-ups.
Service engineerInstallation, preventive maintenance, breakdowns, training.
Service coordinatorLogs calls, assigns engineers, spares, contract renewals.
Accounts and tender clerkInvoices, EMD and security, collections, GeM bids.

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 medical equipment dealer?

Type one line about your business when you sign up, for example "Medical 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.

Run a medical 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
Chat with the MatruOS team on WhatsApp, +91 97234 99901