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Metals and engineering · Makers and factories

MatruOS for an EOT crane and hoist maker

Set up the way an EOT crane and hoist maker runs: EOT, gantry and jib cranes; electric hoists and chain pulley blocks; goods lifts and conveyors; erection, annual load testing and certification, AMC and spares. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.

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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
  • 10licences tracked

7-day free trial, no card needed.

What this solves

What an EOT crane and hoist maker deals with today, and what MatruOS sets up for it

01Today

The last 10-20% is stuck because the customer's gantry is not ready. Annual load tests of supplied cranes go to others.

02In MatruOS

MatruOS sets up 8 routines, 1 workflow, 3 registers and 10 licences for an EOT crane and hoist maker, 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. Component makers
  2. crane maker
  3. factory owner (often through PEB builder or EPC)

Your customers

  • Engineering, fabrication and foundry units
  • Steel, cement and warehouse operators
  • PSUs, railways and government workshops (tender)
  • EPC contractors and PEB shed builders
  • Transformer, pump and machine makers

Your suppliers

  • Plate and ISMB beam stockists
  • Wire rope makers
  • Crane-duty motor, gearbox and brake makers
  • Wheel and forging suppliers
  • Panel, pendant, festoon and DSL makers
  • Hydra crane hirers for erection

Credit and cash

30-40% advance, 50% against dispatch, 10% after load test (or against PBG); PSU and tender buyers 30-60 days after commissioning. Suppliers: steel 15-30 days, motors and gearboxes 30-45 days

Bought-out parts are 40-50% of value and steel 25-35%; projects take 6-12 weeks; erection often waits on the customer's gantry, holding back the last 10-20%

Your screens use your words

  • CustomerClient
  • OrderWork order
  • ItemCrane
  • InvoiceBill
  • quoteOffer

How it works

How MatruOS is set up for an EOT crane and hoist maker

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 "EOT crane and hoist maker", typed when you sign up.
  2. Recognised as an EOT crane and hoist makerRoutines, 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 EOT crane and hoist maker

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

Shows each crane's stage, bought-out parts awaited and sites ready for erection, and flags projects at risk of missing the promised date

Reads crane order register and purchase orders for bought-outs

Works it out and shows you

Sales executive

Lists cranes whose 12-month examination or AMC ends in 45 days and drafts offers

Reads load test and examination record and AMC and service visits

Asks you before sending

Accountant

Drafts milestone bills and lists balances held for erection or load test, with reminder drafts

Reads crane order register, invoices and receipts

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 project and site reviewShop supervisor · 2 steps
    1. 1Review each crane's stage: fabrication, bought-outs, painting, dispatch
    2. 2Check which sites have gantry ready for erection
  • 10:00 amService and breakdown callsService technician · 2 steps
    1. 1Attend breakdowns first, then AMC visits
    2. 2Note rope, brake and limit-switch condition

Every week2

  • MonLoad tests due in the next 45 daysAccounts · 2 steps
    1. 1List cranes whose 12-month examination falls due
    2. 2Send offers and book dates
  • FriMilestone bills and retention follow-upAccounts · 2 steps
    1. 1Bill dispatches and completed load tests
    2. 2Chase 10% balances held for erection

Every month2

  • 1stBought-out parts planProprietor · 2 steps
    1. 1List motors, gearboxes, brakes, panels and ropes needed for the next 6 weeks
    2. 2Place orders with lead time 3-6 weeks
  • 10thGST and supplier paymentsAccounts · 1 steps
    1. 1File GSTR-1 and match GSTR-2B; pay suppliers due

Every year1

  • MarYear-end rates and approvalsProprietor · 2 steps
    1. 1Revise crane prices for steel and bought-outs
    2. 2Renew vendor registrations with PSUs and competent person approvals

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.

Crane order to load test and final payment

  1. 1Offer accepted and advance receivedProprietor
  2. 2GA drawing approved by clientDesign engineerNeeds approval
  3. 3Girder made and bought-outs receivedShop supervisor
  4. 4Shop trialShop supervisor
  5. 5Dispatch against paymentAccounts
  6. 6Erected and alignedErection supervisor
  7. 7Load tested and certifiedErection supervisor
  8. 8Final 10% receivedAccounts

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.

  • Crane order register

    Work order number · Client · Type · Capacity (T) · Span (m) · Height of lift (m) · Duty class · Order value

  • Load test and examination record

    Crane serial or client ID · Client · SWL (T) · Static test load (T) · Dynamic test load (T) · Girder deflection (mm) · Test date · Next due

  • AMC and service visits

    Client · Cranes covered · Visit date · Work done · Rope or brake condition · AMC ends

  • Crane load test

    Prove the crane safe before handover and every 12 months

    5 steps with checks

  • Wire rope inspection and discard

    Replace ropes before they fail

    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
Single girder EOT crane 5 T x 15 m span · piece84261118%
Double girder EOT crane 10 T x 20 m span · piece84261118%
Gantry crane 5 T (outdoor) · piece84261918%
Jib crane 1 T, 4 m arm · piece84269918%
Electric wire-rope hoist 3 T · piece84251118%
Hand chain pulley block 2 T · piece84251918%
Hydraulic goods lift 1 T · piece84281018%
Annual load test and competent person certificate · crane99834618%
Crane AMC (per crane per year) · year99871718%
Crane erection and commissioning · job99873218%
Wire rope replacement with fitting · job99871718%
  • GST registrationGST department (GSTN)
  • Udyam (MSME) registrationMinistry of MSME (Udyam portal)
  • Factory licenceState factories department
  • Electrical contractor licenceState electrical licensing boardIf it applies
  • BIS licence (ISI mark)Bureau of Indian Standards (ISI mark)If it applies
  • GeM seller registrationGovernment e-Marketplace (GeM)If it applies
  • PF registration (EPFO)EPFO (Employees' Provident Fund Organisation)
  • ESI registration (ESIC)ESIC (Employees' State Insurance Corporation)
  • Insurance policyInsurance companyIf it applies
  • Other licence or contract

Your people

The people who run it, each with their own login

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

ProprietorMeets clients and PEB builders, approves offers, buys motors and gearboxes, collects payments.
Design engineerGirder and end-carriage design, GA drawings, bill of materials.
Shop supervisorGirder fabrication, assembly, shop trial.
Erection supervisorSite erection, alignment, load test.
Service technicianAMC visits, rope and brake replacement, breakdowns.
AccountsMilestone bills, GST, AMC billing, tender deposits.

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 EOT crane and hoist maker?

Type one line about your business when you sign up, for example "EOT crane and hoist maker". 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.

Metals and engineering

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All 95 business types in metals and engineering

Run an EOT crane and hoist maker 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.

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