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Transport and logistics · Services

MatruOS for a packers and movers firm

Set up the way a packers and movers firm runs: job price for survey, packing, loading, transport, unloading and unpacking; add-ons: car or bike transport, storage, transit insurance, handyman work. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.

Transport and logisticsReady when you sign up

  • 7routines 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 packers and movers firm deals with today, and what MatruOS sets up for it

01Today

Quotes by guess; volume under-estimated and the truck overflows. Damage claims and bad online reviews.

02In MatruOS

MatruOS sets up 7 routines, 1 workflow, 3 registers and 8 licences for a packers and movers firm, 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.

Your customers

  • Households
  • Transferred employees
  • Corporate HR and relocation desks
  • Offices
  • Bank and PSU staff (IBA)

Your suppliers

  • Truck owners and car carrier operators
  • Packing material sellers
  • Casual packers and loaders
  • Insurers
  • Lead portals

Credit and cash

Advance 10-30% at booking, balance at delivery; corporates and banks pay 30-60 days after bill

Advance pays for material and the packing team; truck hire paid at loading; balance at delivery; corporate jobs carry 1-2 months of cost

Your screens use your words

  • OrderMove (job)
  • InvoiceBill
  • receiptPacking list
  • deliveryDelivery note

How it works

How MatruOS is set up for a packers and movers firm

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 "Packers and movers", typed when you sign up.
  2. Recognised as a packers and movers firmRoutines, 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 packers and movers 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.

Sales executive

Estimates CFT and truck size from the item list and survey photos, and drafts the quote with packing, transport, insurance and GST

Reads move jobs

Asks you before sending

Operations head

Builds the numbered packing list with photos as the team packs, and checks it off at delivery

Reads packing list

Works it out and shows you

Sales executive

Lists quotes awaiting reply and balances due, and drafts follow-up messages with payment links

Reads move jobs

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 day3

  • 8:00 amPacking and loadingPacking team leader · 3 steps
    1. 1Material count at start (cartons, wrap, film)
    2. 2Each carton numbered and listed with photo of fragile items
    3. 3Customer signs the packing list before the truck leaves
  • 11:00 amSurvey visits and quotesSurveyor · 3 steps
    1. 1Room-by-room item list with photos or video call
    2. 2Volume in CFT and truck size worked out
    3. 3Quote sent the same day
  • 6:30 pmEvening lead follow-up and payment linksOwner · 2 steps
    1. 1Quotes pending reply followed up; advances requested by payment link
    2. 2Balances due on deliveries today chased

Every week1

  • SunWeekly crew and truck planOwner · 2 steps
    1. 1Jobs next week by date; teams and trucks allotted
    2. 2Casual packers booked for heavy days

Every month1

  • 3rdMonthly claims and material reviewOwner · 2 steps
    1. 1Claims opened and settled; cause by team
    2. 2Material used per job against norm; corporate bills chased

Every year1

  • AprAnnual registrations and empanelmentsOwner · 2 steps
    1. 1GST, shop licence and transit insurance tie-up renewed
    2. 2Corporate and IBA empanelment papers updated

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.

Survey to delivery

  1. 1Enquiry and surveySurveyor
  2. 2Quote accepted and advance paidCustomerNeeds approval
  3. 3Packed and packing list signedPacking team leader
  4. 4Transported on LRTruck driver
  5. 5Delivered and unpackedPacking team leader
  6. 6Balance paid and job closedCustomer

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.

  • Move jobs (survey to delivery)

    Job number · Customer · Phone · From address · To address · Move date · Volume CFT · Quote

  • Packing list (item inventory)

    Job number · Carton or item number · Item description · Condition at packing · Photo · Received at delivery

  • Damage claims

    Job number · Item · Damage described · Amount claimed · Settled amount · Settled by

  • Packing standard

    Goods arrive undamaged and every item is accounted for

    4 steps with checks

  • Delivery check and claims

    Close every job with the list checked and damages recorded

    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
Local household move (2BHK) · job99651118%
Intercity household move (2BHK up to 750 km) · job99651118%
Intercity move as GTA (5% option, no ITC) · job9965115%
Packing and unpacking only · job99854018%
Car transport on carrier · car99651118%
Bike transport · bike99651118%
Storage of household goods · month99672918%
Transit insurance arranged · job99713518%
Office move (per CFT) · CFT99651118%
  • GST registrationGST department (GSTN)
  • Shops and Establishments registrationState labour department (Shops and Establishments Act)
  • Trade licenceMunicipal corporation or panchayat
  • PANIncome Tax Department
  • Udyam (MSME) registrationMinistry of MSME (Udyam portal)If it applies
  • Vehicle permitRTO (Regional Transport Office)If it applies
  • Vehicle fitness certificateRTO / automated testing stationIf it applies
  • Insurance policyInsurance companyIf 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.

OwnerQuotes, books trucks, corporate tie-ups, claims.
SurveyorSurveys homes, lists items, estimates CFT.
Packing team leaderRuns the team, packing list, loading, unpacking.
PackerPacks, carries, loads, unpacks.
Truck driverDrives, carries LR, delivers.
CustomerSigns packing list and delivery note, pays balance.

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 packers and movers firm?

Type one line about your business when you sign up, for example "Packers and movers". 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 packers and movers 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
Chat with the MatruOS team on WhatsApp, +91 97234 99901