Your customers
- Factories
- Traders
- Mandi agents
- 3PLs and C&F agents
Transport and logistics · Services
MatruOS for a transport broker or booking agent
Set up the way a transport broker or booking agent runs: spread between shipper freight and truck hire, commission from truck owners, detention and loading charges passed on. 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 transport broker or booking agent deals with today, and what MatruOS sets up for it
Today
Pays truck balances before shippers pay; working capital squeeze. PODs lost and shippers refuse payment.
In MatruOS
MatruOS sets up 8 routines, 1 workflow, 3 registers and 5 licences for a transport broker or booking agent, 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.
- shipper
- broker (LR)
- truck owner
- consignee
- POD
- shipper bill
- truck balance
Your suppliers
- Truck owners and small fleets
- Owner-drivers
- Load board apps
Credit and cash
Pays truck advance at loading and balance after POD; shippers pay 15-60 days after bill; regular truck owners leave balances with the broker for weeks
Advances from own funds or OD limit; shipper delays are the broker's main risk
Your screens use your words
CustomerShipper (party)OrderLoadItemTruckInvoiceFreight billreceiptLRdeliveryPOD
How it works
How MatruOS is set up for a transport broker or booking agent
Set-up takes a few minutes. After that, you change only what is different in your business.
- Describe the business in one lineFor example "Transport broker / booking agent", typed when you sign up.
- Recognised as a transport broker or booking agentRoutines, 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 transport broker or booking agent
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.
Shortlists trucks by lane, body type, last location and reliability for each load, and drafts the load message for the broker to send
Asks you before sending
Matches POD photos to LRs and makes the shipper bill with the right GTA GST option as each POD arrives
Works it out and shows you
Ages shipper bills, drafts reminders with PODs attached, shows margin per trip and per shipper, and lists truck balances safe to release
Asks you before sending and paying
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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
9:30 amMorning shipper requirements
- 1Loads for today and tomorrow from regular shippers
- 2Rates quoted per lane
11:00 amTruck matching for the day's loads
- 1Shortlist trucks near the loading point on the lane
- 2Truck rate fixed; RC, permit and insurance checked
4:00 pmPOD to shipper bill
- 1POD photos received today matched with LRs
- 2Shipper bill made for every POD received
7:00 pmEvening LRs and advances
- 1LR with e-way bill number for each truck loaded today
- 2Advances paid by bank transfer; slip to owner
Every week
TueWeekly shipper collections
- 1Bills overdue by age; calls to shipper accounts
- 2Truck balances to release this week against money received
Every month
7thMonthly margin and GST
- 1Margin per trip and per shipper for last month
- 2GST return: GTA bills (RCM or forward) and commission
Every year
AprAgent licence and registration renewal
- 1State goods agent licence (MV Act s.93) and Carriage by Road registration renewed
- 2Transit insurance open policy renewed
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.
Load booking to balance
- 1Shipper order and rate
- 2Truck found and rate fixedNeeds approval
- 3Loaded and LR issued
- 4Advance paid
- 5POD in and shipper billed
- 6Shipper pays
- 7Truck balance paidNeeds approval
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.
Load and LR book
Shipper ledger
Truck network
Truck placement checks
No fake truck or illegal load
POD and claim handling
Bill fast and settle claims on proof
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 |
|---|---|---|
| Freight as GTA (reverse charge, shipper pays GST) | 996791 | 5% |
| Freight as GTA (forward charge with ITC) | 996791 | 18% |
| Commission from truck owner | 996799 | 18% |
| Detention charges passed to shipper | 996791 | 5% |
| Loading and unloading arranged | 996719 | 18% |
- GST registration
- Shops and Establishments registration
- PAN
- Udyam (MSME) registrationIf it applies
- Professional tax 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.
Broker (owner)Shipper rates, truck rates, advances, approves deductions.
MunshiLR book, POD collection, ledgers, bills.
Loading supervisorChecks truck and load at factory, gets LR signed.
Truck ownerPlaces truck, receives advance and balance.
Shipper dispatch clerkGives load, signs bill receipt, approves payment.
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 transport broker or booking agent?
Type one line about your business when you sign up, for example "Transport broker / booking agent". 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.
Transport and logistics
Other services in transport and logistics
Run a transport broker or booking agent 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