Your customers
- National research firms subcontracting field work
- FMCG and consumer brands
- NGOs, CSR foundations and development agencies
- Government departments and institutes
- Political consultants and media (polls)
Professional and business services · Services
MatruOS for a field survey and market research firm
Set up the way a field survey and market research firm runs: per completed interview, per outlet audit, per mystery shop or per focus group; full-study fees for baseline and endline evaluations; data processing and report fees. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.
Ready when you sign up
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What this solves
What a field survey and market research firm deals with today, and what MatruOS sets up for it
Today
Field progress known only from investigators' phone calls; quotas run over in one area and short in another. Fake or rushed interviews caught by the client after delivery.
In MatruOS
MatruOS sets up 7 routines, 1 workflow, 3 registers and 7 licences for a field survey and market research firm, with an AI team that reads your own records and prepares the work.
What 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.
- Client or research firm
- field agency
- field investigators
- respondents
Your suppliers
- Freelance field investigators and supervisors
- Translators
- Tablet, survey software and phone dialler providers
- Travel and stay
- Respondent gift vendors
- Venue owners for focus groups
Credit and cash
Clients pay 30-50% advance on large studies and the rest 30-90 days after data delivery; subcontract field work often fully in arrears; investigators paid weekly or on completion, in cash or UPI
Field costs (investigators, travel, incentives) are paid in the first 2-6 weeks; client money comes after delivery, so each large study needs working capital of 40-60% of its field budget
Your screens use your words
CustomerClientOrderStudyItemInterviewStaffField investigatorquoteCosting
How it works
How MatruOS is set up for a field survey and market research firm
Set-up takes a few minutes. After that, you change only what is different in your business.
- Describe the business in one lineFor example "Field survey and market research", typed when you sign up.
- Recognised as a field survey and market research firmRoutines, workflows, registers, items, licences and the AI team for this trade are set up for you.
- 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.
- 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 field survey and market research firm
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.
Builds the evening quota and field report by investigator, area and cell, flags short interviews and GPS mismatches for back-check, and drafts the client update
Asks you before sending
Works out each investigator's pay on accepted interviews and travel, drafts payment slips, and shows field cost against the study budget and client payments due
Asks you before paying and sending
Drafts invoices for delivered studies as per each purchase order, lists overdue client payments with reminders, and shows field money spent against client money received per study
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 day
8:00 amMorning field briefing and quota allocation
- 1Give each investigator today's area, quota cells and number of interviews
- 2Remind the consent script and the do-not-lead rules
- 3Check tablets are charged and synced
11:00 amBack-checks on completed interviews
- 1Back-check at least 10% of each investigator's interviews by phone or revisit
- 2Reject and replace any interview that fails; warn or drop the investigator
8:00 pmEvening sync, quota tracker and field report
- 1All interviews synced; count by investigator, area and quota cell
- 2Flag interviews too short or with GPS far from the assigned area
- 3Send the client a daily field update
Every week
Sat 4:00 pmWeekly investigator payments on accepted interviews
- 1Pay only accepted interviews plus agreed travel
- 2Send each investigator a payment slip with counts
Every month
5thInvoice delivered studies and chase payments
- 1Invoice studies delivered last month as per the purchase order
- 2List payments overdue past 45 days
- 3Show each study's field cost paid against client money received
Every year
AprEmpanelment and membership renewals
- 1Renew MRSI membership and any government or bank empanelment
- 2Update the investigator database with ID and bank details
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.
Study from brief to delivery
- 1Brief and costing sent
- 2Purchase order receivedNeeds approval
- 3Questionnaire translated and scripted
- 4Pilot and field briefing
- 5Fieldwork with daily tracker
- 6Back-checks done
- 7Data cleaned and delivered
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.
Studies
Daily field and quota tracker
Investigator payments
Back-check and data validation
Deliver only real interviews with the right respondents
Respondent consent and data protection
Every respondent knows who is asking and why, and their data stays safe
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.
| Item | HSN | GST |
|---|---|---|
| CAPI household interview | 998371 | 18% |
| CATI phone interview | 998371 | 18% |
| Retail outlet audit | 998371 | 18% |
| Mystery shopping visit | 998371 | 18% |
| Focus group (recruitment and moderation) | 998371 | 18% |
| Baseline or endline evaluation study | 998371 | 18% |
| Opinion poll | 998372 | 18% |
| Data processing and tables | 998371 | 18% |
- GST registration
- Udyam (MSME) registration
- Shops and Establishments registration
- Professional tax registration
- PF registration (EPFO)If it applies
- ESI registration (ESIC)If it applies
- GeM seller registrationIf 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.
DirectorClient pitches, costing, study design sign-off, cash and collections.
Project managerQuestionnaire, scripting, timelines, client updates.
Field managerHires and briefs investigators, allocates quotas, watches field progress.
Field supervisorAccompanies new investigators, spot checks, solves field problems.
Field investigatorFinds respondents, takes consent, conducts interviews, syncs data.
Back-checker and scrutiniserPhone back-checks, revisits, rejects bad interviews.
Data processing executiveCleaning, coding open answers, tables.
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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 field survey and market research firm?
Type one line about your business when you sign up, for example "Field survey and market research". 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.
Professional and business services
Other services in professional and business services
Run a field survey and market research firm 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