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Metals and engineering · Makers and factories

MatruOS for a lathe and machining workshop

Set up the way a lathe and machining workshop runs: labour charge per job or per machine hour on the customer's part or material; per-piece rates on factory batches; plus margin on material when the shop supplies the bar, bush blank or casting. 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

  • 10routines on a timetable
  • 2workflows with approvals
  • 3SOPs and checks
  • 3registers of your own
  • 4jobs for your AI team
  • 9licences tracked

7-day free trial, no card needed.

What this solves

What a lathe and machining workshop deals with today, and what MatruOS sets up for it

01Today

Promised dates slip because jobs are juggled from memory and breakdown work keeps jumping the queue. Small jobs go out without a bill or receipt and are never collected.

02In MatruOS

MatruOS sets up 10 routines, 2 workflows, 3 registers and 9 licences for a lathe and machining workshop, 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. Broken machine or factory order
  2. lathe job shop (turning, milling, keyway, threading)
  3. sometimes heat treater or gear hobber
  4. back to the customer's machine

Your customers

  • Rice and flour mills
  • Oil expeller and sugar mills
  • Tractor and truck mechanics
  • Pump and motor repairers
  • Local factories' maintenance departments
  • Fabricators
  • Farmers and walk-in customers
  • Larger engineering units (batch job work)

Your suppliers

  • Steel bar stockists (MS, EN8, EN24 rounds)
  • Bronze and gunmetal bush suppliers
  • Tool and cutting-tool dealers
  • Lubricant dealers
  • Welding consumables shops
  • Heat treatment and gear-hobbing job shops

Credit and cash

Walk-ins pay cash or UPI on delivery, sometimes with an advance for material; factories pay 30-90 days on monthly bills against PO or challan (45 days due under the MSMED Act for a micro or small job shop); materials bought on cash or 15-30 days

Small cash daily from walk-ins covers wages and power; factory bills tie up 1-3 months of labour; the electricity bill and weekly or monthly wages are the fixed outflows

Your screens use your words

  • CustomerParty
  • OrderJob
  • ItemPart
  • InvoiceBill
  • productJob type

How it works

How MatruOS is set up for a lathe and machining workshop

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 "Lathe and machining workshop", typed when you sign up.
  2. Recognised as a lathe and machining workshopRoutines, 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 lathe and machining workshop

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

Orders open jobs by promised date and urgency, suggests a machine and karigar for each, lists jobs waiting for material, and shows yesterday's idle hours per machine

Reads job slip book and daily machine and karigar log

Works it out and shows you

Sales executive

Finds similar past jobs, estimates hours and material weight, and drafts a price and promise date for the owner to confirm

Reads job slip book with hours spent on past jobs, material rates and machine hour rates

Asks you before sending

Accountant

Turns delivered job slips into bills or cash receipts, lists delivered jobs with no bill, and matches factory material in against parts and scrap out

Reads job slip book, material in and out challan and daily machine and karigar log

Asks you before sending

Accountant

Lists unpaid bills by age, drafts statements and reminders (citing the 45-day MSME rule for factories), and lists ready jobs not collected

Reads bills, party ledger and job slip book

Asks you before sending

1 / 4

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 day4

  • 9:00 amMorning job list and machine allotmentOwner (ustad) · 3 steps
    1. 1Read open job slips by promised date; put breakdown jobs first
    2. 2Allot each job to a machine and karigar
    3. 3List jobs waiting for material or customer's sample
  • 9:15 amMachine oiling and safety check before startHelper · 3 steps
    1. 1Oil the bed ways, cross-slide and tailstock; check gearbox oil level
    2. 2Belt and chuck guards in place; chuck key not left in chuck
    3. 3Coolant tank topped up and clean
  • 11:00 amPrice walk-in and factory enquiriesOwner (ustad) · 3 steps
    1. 1Measure the part or read the sketch; note the material
    2. 2Estimate machine hours, material weight and any outside work (hardening, hobbing)
    3. 3Give price and promise date; take advance if shop buys material
  • 7:00 pmEvening hours log, deliveries and billsOwner (ustad) · 3 steps
    1. 1Enter hours per job and idle hours per machine in the log
    2. 2Mark jobs ready and call customers to collect
    3. 3Make bill or cash receipt for every delivered job

Every week2

  • MonMonday dues and factory statement follow-upAccountant · 3 steps
    1. 1List unpaid bills by party and days due
    2. 2Send statements to factories past 45 days
    3. 3Call walk-ins who have not collected ready jobs
  • SatSaturday tool grinding, consumables and wage advanceSenior turner · 3 steps
    1. 1Grind HSS tools and check stock of bits, drills and taps
    2. 2Note cutting oil, electrodes and bar stock to buy
    3. 3Pay weekly advances and note them against monthly wages

Every month2

  • 1stMonthly bills to factory customers and challan reconciliationAccountant · 4 steps
    1. 1Bill each factory for jobs and batches delivered last month against PO or challan
    2. 2Match material received on challan with parts and scrap returned
    3. 3Pay monthly wages and settle advances
    4. 4File GST returns by the due dates
  • 20thMonthly machine maintenanceSenior turner · 3 steps
    1. 1Check spindle bearing play and gib adjustment
    2. 2Replace worn belts; check earthing of motors
    3. 3Check lathe alignment on a test bar (taper over 300 mm)

Every year1

  • MarYear-end accounts and machine overhaulAccountant · 3 steps
    1. 1Balance confirmations with factory customers; close POs
    2. 2Get TDS certificates (section 194C) from factories and match with Form 26AS
    3. 3Plan a lathe overhaul or new machine before 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.

Walk-in repair job

  1. 1Part received and slip writtenOwner (ustad)
  2. 2Price and date agreedOwner (ustad)Needs approval
  3. 3MachinedTurner
  4. 4Checked for fitSenior turner
  5. 5Delivered and paidOwner (ustad)

Factory batch job on challan

  1. 1PO and material received on challanAccountant
  2. 2First piece approved by customerSenior turnerNeeds approval
  3. 3Batch machinedTurner
  4. 4Inspected and countedSenior turner
  5. 5Returned with outward challanAccountant
  6. 6Billed and paidAccountant

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.

  • Job slip book

    Job number · Party · Phone · Part and work to do · Sample or drawing given · Material by · Quoted amount · Advance

  • Material in and out challan

    Challan number · Party · Direction · Item and quantity · Weight kg · Rejected or scrap returned · Linked job number · Date

  • Daily machine and karigar log

    Date · Karigar · Machine · Job number · Hours · Idle reason

  • Lathe and machine safety

    No caught sleeves, flying chucks or eye injuries

    5 steps with checks

  • Job intake for repair parts

    No disputes about what came in and what was promised

    4 steps with checks

  • First-piece and fit check

    Parts fit the first time

    4 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
Turning on small lathe (up to 6 ft bed) · hour99889818%
Turning on heavy lathe (10 ft bed and above) · hour99889818%
Milling or shaper work · hour99889818%
Keyway cutting · piece99889818%
Thread cutting or re-threading · piece99889818%
Shaft repair (weld build-up and re-turn) · job998718%
Pulley or coupling boring and fitting · job998718%
Machined shaft (shop material) · kg848318%
Gunmetal or bronze bush (made to size) · kg741918%
Machined pin, stud or spacer (batch) · piece731818%
Spur gear cut to sample · piece848318%
Nylon bush or roller · piece392618%
  • GST registrationGST department (GSTN)
  • Udyam (MSME) registrationMinistry of MSME (Udyam portal)
  • Trade licenceMunicipal corporation or panchayat
  • Shops and Establishments registrationState labour department (Shops and Establishments Act)If it applies
  • Factory licenceState factories departmentIf it applies
  • Pollution consent (CTO)State Pollution Control BoardIf 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.

Owner (ustad)Prices jobs, gives promise dates, allots machines, sets up difficult jobs, collects money.
Senior turnerRuns the heavy lathe, does fitting and first-piece checks, trains helpers.
TurnerTurns, bores and threads on assigned lathe, logs hours.
Milling and shaper manKeyways, gears, flats and slots.
HelperOils machines, cuts bar on hacksaw, cleans, delivers small jobs.
AccountantBills factories monthly, keeps challans, wages and GST returns (often part-time or the owner's family).

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 lathe and machining workshop?

Type one line about your business when you sign up, for example "Lathe and machining workshop". 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 lathe and machining workshop 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