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Vehicles and garages · Shops and showrooms

MatruOS for a commercial vehicle dealer

Set up the way a commercial vehicle dealer runs: dealer margin and maker incentives on vehicles, finance and insurance payouts, body building coordination, registration charges, workshop labour, spares and lubricants, extended warranty and AMCs, used truck resale. 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
  • 1workflows with approvals
  • 2SOPs and checks
  • 3registers of your own
  • 3jobs for your AI team
  • 12licences tracked

7-day free trial, no card needed.

What this solves

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

01Today

Chassis sit in stock on inventory finance and interest eats the vehicle margin. Hot enquiries go cold because follow-ups over months are not tracked.

02In MatruOS

MatruOS sets up 8 routines, 1 workflow, 3 registers and 12 licences for a commercial vehicle 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. truck maker
  2. CV dealer
  3. body builder
  4. RTO
  5. transporter

Your customers

  • Transporters and fleet owners
  • First-time owner-drivers
  • Mining and construction contractors
  • Bus operators and schools
  • E-commerce and FMCG logistics
  • Government departments

Your suppliers

  • Truck maker (vehicles, spares)
  • Banks for inventory finance
  • NBFCs and banks (retail finance)
  • Body builders
  • Insurers

Credit and cash

Maker supplies against advance through inventory finance (trade advance) with 30-60 days interest-free from some makers; customers pay down payment plus financier's disbursement after delivery order

Inventory finance interest runs from dispatch until the financier disburses; slow retail finance or body building delays cost 1-1.5% a month

Your screens use your words

  • OrderBooking
  • ItemVehicle
  • InvoiceBill
  • productVehicle

How it works

How MatruOS is set up for a commercial vehicle 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 "Commercial vehicle dealer", typed when you sign up.
  2. Recognised as a commercial vehicle 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 commercial vehicle 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 due for follow-up, bookings stuck at finance or body building, and drafts customer messages

Reads enquiry and follow-up register and vehicle booking and delivery register

Asks you before sending

Accountant

Computes interest cost per chassis by days in stock and suggests which to push

Reads chassis stock and funding register

Works it out and shows you

Support agent

Lists vehicles due for free service, paid service or AMC by km or date and drafts booking calls and messages

Reads vehicle booking and delivery register and workshop records

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

  • 9:30 amMorning sales huddleDealer principal · 2 steps
    1. 1Review hot enquiries and today's deliveries
    2. 2Check finance pending with each financier
  • 11:00 amPre-delivery inspectionWorks manager · 2 steps
    1. 1PDI checklist done for each vehicle
    2. 2Speed limiter and VLTD fitted and working where required
  • 5:30 pmEvening delivery documents checkRegistration and insurance clerk · 2 steps
    1. 1Insurance, Form 21, Form 22 and invoice ready for each delivery
    2. 2Dealer-point registration uploaded on Vahan

Every week2

  • Mon 10:00 amWeekly chassis stock ageing and interestAccountant · 2 steps
    1. 1List chassis by days in stock and interest cost
    2. 2Push oldest stock with schemes
  • Wed 11:00 amWeekly retail finance disbursement chaseFinance executive · 2 steps
    1. 1List delivered vehicles not yet disbursed by financier
    2. 2Send missing documents and RC copies

Every month1

  • 1stMonthly free service and AMC due listWorks manager · 2 steps
    1. 1List vehicles due for free service, paid service or AMC visit
    2. 2Call owners to book

Every year1

  • AprYearly trade certificate and dealership complianceAccountant · 2 steps
    1. 1Trade certificate and dealership authorisation (Form 16A) valid and displayed
    2. 2Fire NOC and pollution consent for workshop

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.

Enquiry to delivery

  1. 1Booking and down paymentSales executive
  2. 2Loan sanctioned and delivery orderFinance executive
  3. 3Discount and exchange approvedDealer principalNeeds approval
  4. 4Body built (if chassis)Sales executive
  5. 5PDIWorks manager
  6. 6Insurance and registrationRegistration and insurance clerk
  7. 7Delivered and disbursedAccountant

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.

  • Vehicle booking and delivery register

    Booking number · Customer · Phone · Model and variant · Chassis number · Financier · Down payment received · Delivery order received

  • Enquiry and follow-up register

    Customer · Phone · Segment · Fleet size · Exchange vehicle · Next follow-up · Status

  • Chassis stock and funding register

    Chassis number · Model · Received on · Inventory finance amount · Days in stock · Allotted to booking

  • Pre-delivery inspection

    Hand over a road-ready vehicle that passes registration

    4 steps with checks

  • Registration documents

    Register within the time limit with no objection

    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
Medium truck chassis 19 tonne GVW · vehicle870418%
Multi-axle truck chassis 35 tonne GVW · vehicle870418%
Tipper 28 tonne (with body) · vehicle870418%
Small cargo vehicle (mini truck) · vehicle870418%
Staff bus 40 seater · vehicle870218%
Tractor-trailer road tractor (above 1800 cc) · vehicle870118%
Workshop paid service labour · job99871418%
Genuine spares counter sales · invoice870818%
Annual maintenance contract per truck · year99871418%
Extended warranty · vehicle99871418%
Used truck resale · vehicle870418%
  • 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)
  • Pollution consent (CTO)State Pollution Control BoardIf it applies
  • Hazardous waste authorisationState Pollution Control Board (Hazardous Waste Rules 2016)If it applies
  • Fire NOCState fire and emergency services
  • PF registration (EPFO)EPFO (Employees' Provident Fund Organisation)
  • ESI registration (ESIC)ESIC (Employees' State Insurance Corporation)
  • Professional tax registrationState professional tax officeIf it applies
  • IRDAI licenceIRDAI (through the insurer or broking firm)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.

Dealer principalSets prices and discounts, deals with maker and banks, approves exchanges.
Sales executiveMeets customers, demos, quotes, books.
Finance executiveCollects KYC, files loans, gets delivery orders.
Registration and insurance clerkInsurance, temporary and permanent registration, permits.
Works managerRuns workshop, warranty claims, pre-delivery inspection.
AccountantInventory finance, maker account, receivables, GST.

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 commercial vehicle dealer?

Type one line about your business when you sign up, for example "Commercial vehicle 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 commercial vehicle 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