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Metals and engineering · Makers and factories

MatruOS for a CNC machine builder and retrofitter

Set up the way a CNC machine builder and retrofitter runs: sale of CNC turning centres, VMCs and special-purpose machines; retrofit jobs; annual maintenance contracts; paid service visits and spares. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.

Metals and engineeringReady when you sign up

  • 8routines 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 CNC machine builder and retrofitter deals with today, and what MatruOS sets up for it

01Today

Imported controller and spindle cost changes with the rupee after the price is fixed. AMCs lapse because nobody tracks expiry dates.

02In MatruOS

MatruOS sets up 8 routines, 1 workflow, 3 registers and 8 licences for a CNC machine builder and retrofitter, 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. importers and foundries
  2. CNC builder
  3. job shop or OEM
  4. AMC and service

Your customers

  • CNC job shops
  • Auto component makers
  • Brass and precision part makers
  • OEM machine shops
  • Tool rooms
  • Engineering colleges

Your suppliers

  • CNC controller, servo and drive importers
  • Spindle cartridge and ball screw suppliers
  • Linear guide dealers
  • Grey-iron foundries for beds and columns
  • Sheet-metal guard makers
  • Electrical panel builders

Credit and cash

Customers: 30-40% advance, 50-60% before dispatch after run-off, 10% after installation; controllers and spindles imported on advance; castings 30-60 days; AMC paid yearly in advance

Imported parts are paid 6-10 weeks before the machine ships; the last 10% often waits 2-4 months after installation; AMC money arrives at renewal.

Your screens use your words

  • OrderMachine order
  • ItemMachine
  • InvoiceBill

How it works

How MatruOS is set up for a CNC machine builder and retrofitter

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 "CNC machine builder and retrofitter", typed when you sign up.
  2. Recognised as a CNC machine builder and retrofitterRoutines, 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 CNC machine builder and retrofitter

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

Ranks open tickets by hours down and cover, suggests which engineer goes where, and drafts the update message to each waiting customer

Reads service ticket and AMC register and engineer list by area and skill

Asks you before sending

Accountant

Recomputes landed cost of controllers, spindles and screws with freight and duty, and flags open quotes below the margin floor

Reads machine build file, import bills and this week's exchange rate

Works it out and shows you

Sales executive

Lists warranties and AMCs ending in 60 days with each machine's service history and drafts the AMC offer

Reads service ticket and AMC register and machine build file

Asks you before sending

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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

  • 8:30 amDaily breakdown ticket boardService engineer · 3 steps
    1. 1Open tickets with hours down
    2. 2Assign engineers by area and skill
    3. 3Call customers whose machine is down more than 24 hours
  • 9:00 amMorning build status by machineAssembly supervisor · 3 steps
    1. 1Status of each machine on the floor (mechanical, electrical, calibration, run-off)
    2. 2Parts short per machine and expected date
    3. 3Run-offs fixed with customers this week

Every week2

  • Mon 11:00 amLanded cost check before every quotePurchase and import executive · 3 steps
    1. 1Update this week's exchange rate and supplier price for controllers and spindles
    2. 2Add freight, duty and clearing to get landed cost
    3. 3Flag open quotes whose margin fell below the floor
  • Fri 4:00 pmWeekly milestone billing and duesAccountant · 3 steps
    1. 1Raise bills for machines that passed run-off or installation
    2. 2List last 10% balances pending after installation
    3. 3Draft reminders

Every month2

  • 1stMonthly AMC renewals and warranty expiriesOwner · 3 steps
    1. 1List warranties and AMCs ending in the next 60 days
    2. 2Send AMC offers with last year's service record
    3. 3Plan preventive visits for machines under AMC
  • 15thMonthly critical spares stock checkService engineer · 2 steps
    1. 1Count spare drives, encoders, spindle bearings and ball screws
    2. 2Reorder parts used in the last 3 months

Every year1

  • JulYearly calibration of laser and ball-bar kitElectrical and controls engineer · 2 steps
    1. 1Send laser interferometer and ball-bar for calibration
    2. 2Renew the import-export code details and duty records

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.

Order to commissioned machine

  1. 1Specification and quoteDesign engineer
  2. 2Price and terms approvedOwnerNeeds approval
  3. 3Advance in and imports orderedPurchase and import executive
  4. 4Assembled and wiredAssembly supervisor
  5. 5CalibratedElectrical and controls engineer
  6. 6Customer run-off acceptedAssembly supervisorNeeds approval
  7. 7Installed and operator trainedService 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.

  • Machine build file

    Machine number · Customer · Model and options · Controller and spindle serials · Imported parts landed cost · Run-off date · Run-off result · Installation date

  • Calibration and run-off record

    Machine number · Positioning accuracy X (mm) · Repeatability X (mm) · Ball-bar circularity (microns) · Customer component cycle time (seconds) · Component in tolerance

  • Service ticket and AMC register

    Ticket number · Machine number · Customer · Fault and alarm number · Cover · Engineer · Machine down since · Closed on

  • Axis calibration

    Positioning accuracy and repeatability measured and compensated before run-off

    4 steps with checks

  • Customer run-off

    The customer sees his own part made to drawing and cycle time before paying the balance

    5 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
CNC turning centre (2-axis 8 inch chuck) · piece845818%
Vertical machining centre 800 x 500 mm · piece845718%
Special-purpose CNC machine · piece845918%
CNC retrofit of conventional lathe · job99871918%
Controller upgrade of old CNC · job99871918%
Annual maintenance contract · year99871918%
Breakdown service visit · visit99871918%
Laser calibration and ball-bar test · machine99834618%
Spares (ball screw and bearings) · set846618%
  • GST registrationGST department (GSTN)
  • Udyam (MSME) registrationMinistry of MSME (Udyam portal)
  • Factory licenceState factories department
  • PF registration (EPFO)EPFO (Employees' Provident Fund Organisation)
  • ESI registration (ESIC)ESIC (Employees' State Insurance Corporation)
  • Import Export Code (IEC)DGFT (Import Export Code)
  • Professional tax registrationState professional tax officeIf it applies
  • BIS licence (ISI mark)Bureau of Indian Standards (ISI mark)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.

OwnerSells machines, signs quotes, places import orders, approves discounts.
Design engineerMakes the machine configuration, bill of materials and electrical drawings.
Assembly supervisorAssembles mechanical units, aligns slides, fits spindle and turret.
Electrical and controls engineerWires the panel, sets controller parameters, tunes servos, runs calibration.
Service engineerInstalls, trains, attends breakdowns, does AMC visits.
Purchase and import executiveImports controllers and spindles, tracks shipments and duty, buys local parts.
AccountantMilestone bills, AMC invoices, import payments, GST.
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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 CNC machine builder and retrofitter?

Type one line about your business when you sign up, for example "CNC machine builder and retrofitter". 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 CNC machine builder and retrofitter 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