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Vehicles and garages · Shops and showrooms

MatruOS for a car dealer

Set up the way a car dealer runs: car margin and OEM incentives, finance and insurance payouts, accessories, extended warranty, workshop labour and parts, body-shop insurance jobs, exchange and used cars. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.

Vehicles and garagesReady when you sign up

  • 8routines on a timetable
  • 2workflows with approvals
  • 2SOPs and checks
  • 3registers of your own
  • 4jobs for your AI team
  • 13licences tracked

7-day free trial, no card needed.

What this solves

What a car dealer deals with today, and what MatruOS sets up for it

01Today

Stock ageing over 60 days runs up channel finance interest. OEM claims, incentives and payouts short-paid without anyone noticing.

02In MatruOS

MatruOS sets up 8 routines, 2 workflows, 3 registers and 13 licences for a car dealer, 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. OEM
  2. dealer (and outlets)
  3. buyer; dealer workshop serves the car for 5-10 years

Your customers

  • Individual buyers
  • Corporate and fleet buyers
  • Taxi operators
  • Government departments
  • Insurance companies (body-shop claims)

Your suppliers

  • Car OEM
  • OEM parts and accessories arm
  • Channel finance banks
  • Insurers, financiers and extended-warranty providers

Credit and cash

OEM stock on channel finance with limited interest-free days; financiers disburse within 1-7 days; insurers settle claims in 15-45 days; fleets pay 30-60 days

Stock of 30-60 days on channel finance is the biggest cost; booking amounts and financier money come quickly; OEM incentives, claims and payouts arrive 1-3 months later

Your screens use your words

  • OrderBooking
  • ItemCar
  • InvoiceTax invoice
  • productModel and variant
  • SupplierOEM

How it works

How MatruOS is set up for a car dealer

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 "Car dealer", typed when you sign up.
  2. Recognised as a car dealerRoutines, 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 car dealer

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

Lists enquiries and test drives not converted with days since contact and drafts follow-up messages and revised quotations

Reads car bookings and deliveries

Asks you before sending

Support agent

Finds cars due for service or insurance renewal and body-shop jobs stuck at survey or claim, and drafts reminders

Reads workshop job cards and car bookings and deliveries

Asks you before sending

Accountant

Matches every claim and payout to credit notes and statements and lists shortfalls to raise

Reads OEM claims and payouts, credit notes and insurer and financier statements

Works it out and shows you

Store keeper

Ages stock by VIN, works out interest, shows unbooked old stock and computes last month's TCS to deposit

Reads stock by VIN, channel finance statement and car bookings

Asks you before paying

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 day3

  • 9:30 amMorning sales huddleGeneral manager sales · 2 steps
    1. 1Bookings, deliveries and test drives against target
    2. 2Pending finance sanctions and allotments assigned
  • 11:00 amEnquiry follow-up listRelationship manager · 2 steps
    1. 1Call enquiries not converted in 3 days; book test drives
    2. 2Send revised quotation when an offer changes
  • 7:00 pmDeliveries and day closeGeneral manager sales · 2 steps
    1. 1Every delivery has insurance, registration applied, HSRP and PDI sheet
    2. 2TCS collected where invoice value exceeds Rs 10 lakh

Every week2

  • MonService, renewal and claim follow-upsWorks manager · 2 steps
    1. 1Service-due and insurance-expiry list for the coming 30 days
    2. 2Body-shop jobs waiting for surveyor approval or claim settlement
  • FriOEM claims and payouts reconciliationAccountant · 2 steps
    1. 1Match OEM credit notes to warranty, scheme and incentive claims
    2. 2Match insurance, finance and extended-warranty payouts case by case

Every month1

  • 7thTCS deposit and stock auditAccountant · 2 steps
    1. 1Deposit last month's TCS on cars above Rs 10 lakh by the 7th
    2. 2Physical stock audit by VIN with ageing and channel finance interest

Every year1

  • Jan, May, Jul, OctQuarterly TCS returns and yearly renewalsAccountant · 2 steps
    1. 1File the quarterly TCS statement and issue certificates to buyers
    2. 2In May also check trade certificate, fire NOC and insurer agency renewals

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.

Booking to delivery

  1. 1Booked with amountRelationship manager
  2. 2Discount approvedGeneral manager salesNeeds approval
  3. 3Finance sanctioned and exchange valuedRelationship manager
  4. 4VIN allotted and invoiced with TCSAccountant
  5. 5Insured and registration appliedRTO and documentation executive
  6. 6DeliveredRelationship manager

Insurance body-shop job

  1. 1Car in with claim intimationWorks manager
  2. 2Surveyor approves estimateWorks managerNeeds approval
  3. 3Repaired and deliveredWorks manager
  4. 4Claim settled by insurerAccountant

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.

  • Car bookings and deliveries

    Booking number · Customer name · Phone · Model and variant · On-road price quoted · Discount approved · Finance · Exchange car number

  • Workshop job cards

    Job card number · Registration number · Service type · Insurance claim number · Surveyor approval date · Estimate · Final bill · Next service due

  • OEM claims and payouts

    Type · Reference · Claimed · Received · Status

  • Car delivery compliance

    Every car leaves legal, insured and checked

    4 steps with checks

  • TCS and KYC on car sales

    Collect and deposit tax correctly on cars above Rs 10 lakh

    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
Small car (petrol up to 1200 cc and 4 m) · piece870318%
Compact SUV over 4 m or 1500 cc · piece870340%
Electric car · piece87035%
Accessories pack · set870818%
Extended warranty · contract99871918%
Periodic service labour · job99871418%
Body shop insurance repair · job99871418%
Genuine spare parts · piece870818%
Engine oil (3.5 litre pack) · pack271018%
Coating and car care · job99871418%
Insurance commission received · policy99716118%
Finance payout received · case99711918%
  • GST registrationGST department (GSTN)
  • Udyam (MSME) registrationMinistry of MSME (Udyam portal)
  • Shops and Establishments registrationState labour department (Shops and Establishments Act)
  • Trade licenceMunicipal corporation or panchayat
  • Dealer trade certificate (RTO)RTO (Central Motor Vehicles Rules)
  • TAN (tax deduction account number)Income Tax Department
  • IRDAI licenceIRDAI (through the insurer or broking firm)If it applies
  • Fire NOCState fire and emergency services
  • Pollution consent (CTO)State Pollution Control BoardIf it applies
  • Hazardous waste authorisationState Pollution Control Board (Hazardous Waste Rules 2016)If it applies
  • PF registration (EPFO)EPFO (Employees' Provident Fund Organisation)
  • ESI registration (ESIC)ESIC (Employees' State Insurance Corporation)
  • Professional tax registrationState professional tax officeIf 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.

Dealer principalOEM targets and stock, channel finance, discount authority above limit.
General manager salesSales huddle, discounts within limit, finance and insurance desk.
Relationship managerEnquiries, test drives, quotations, bookings, delivery.
RTO and documentation executiveVahan registration, HSRP, RC delivery, TCS papers.
Works managerWorkshop job cards, insurance surveys, warranty claims.
AccountantInvoices, TCS, OEM claims, payouts, channel finance.

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 car dealer?

Type one line about your business when you sign up, for example "Car dealer". 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 car dealer 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