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Vehicles and garages · Shops and showrooms

MatruOS for an e-rickshaw and EV dealer

Set up the way an e-rickshaw and EV dealer runs: vehicle margin, NBFC payout per financed vehicle, insurance commission, registration and HSRP handling charges, battery replacement and spares margin, service labour. 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
  • 8licences tracked

7-day free trial, no card needed.

What this solves

What an e-rickshaw and EV dealer deals with today, and what MatruOS sets up for it

01Today

NBFC money stuck for weeks because one paper is missing. Battery replacement customers go to roadside shops because nobody reminds them.

02In MatruOS

MatruOS sets up 8 routines, 1 workflow, 3 registers and 8 licences for an e-rickshaw and EV 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 or assembler
  2. EV dealer
  3. driver, fleet owner or household, financed by NBFC

Your customers

  • E-rickshaw drivers (often first-time owners)
  • Fleet owners renting to drivers
  • Shopkeepers and traders (e-loaders)
  • Office commuters and students (e-scooters)
  • Municipal and society buyers

Your suppliers

  • Vehicle makers (assemblers and OEMs)
  • Battery makers
  • NBFCs and banks
  • Insurers
  • HSRP vendor

Credit and cash

Makers want payment before dispatch or within 15-30 days; NBFC pays the dealer 2-7 days after delivery and registration papers; walk-in buyers pay down payment and the NBFC the rest

Stock bought before sale; NBFC disbursement waits for registration, so 1-2 weeks of vehicle money is outstanding. Battery replacements bring steady cash all year.

Your screens use your words

  • CustomerBuyer
  • OrderBooking
  • ItemVehicle
  • InvoiceTax invoice
  • SupplierCompany

How it works

How MatruOS is set up for an e-rickshaw and EV 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 "E-rickshaw and EV dealer", typed when you sign up.
  2. Recognised as an e-rickshaw and EV 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 an e-rickshaw and EV 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 open enquiries and stalled loan files and drafts follow-up messages with EMI options

Reads vehicle sales and registration and enquiry notes

Asks you before sending

Accountant

Ages NBFC disbursements and maker claims, lists missing documents per file and drafts follow-ups

Reads vehicle sales and registration and maker claims

Asks you before sending

Sales executive

Finds lead-acid sets 10-18 months old and lithium packs near warranty end and drafts replacement offers

Reads battery and service job cards and vehicle sales and registration

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

  • 10:00 amMorning enquiry and loan follow-upsSales executive · 2 steps
    1. 1Call yesterday's enquiries and pending loan files
    2. 2Share model, range and EMI options
  • 10:30 amBattery and service workshopEV mechanic · 2 steps
    1. 1Test battery sets and chargers of vehicles in for complaints
    2. 2Replace or repair; take back old batteries and log serials
  • 11:00 amRegistration and delivery deskRegistration clerk · 3 steps
    1. 1Upload sale documents on Vahan for dealer-point registration
    2. 2Book HSRP, issue insurance, get the PM E-DRIVE e-voucher signed where applicable
    3. 3Hand over the vehicle only after registration number is allotted

Every week2

  • Tue 11:00 amBattery replacement due remindersOwner · 2 steps
    1. 1List lead-acid sets sold 10-18 months ago and lithium packs nearing warranty end
    2. 2Offer replacement with old-battery exchange value
  • Mon, Thu 12:00 pmNBFC and maker payment trackerFinance executive · 2 steps
    1. 1List delivered vehicles with NBFC money not received
    2. 2Send missing documents to each NBFC

Every month1

  • 25thMonthly stock and claims reviewOwner · 2 steps
    1. 1Order next month's vehicles by model from last 3 months' sales
    2. 2Check unsettled warranty and incentive claims with each maker

Every year1

  • MarTrade certificate and dealership renewalOwner · 1 steps
    1. 1Renew trade certificate and dealer-point registration login; renew maker dealership agreements

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.

Financed vehicle sale to NBFC payment

  1. 1Booking and KYCSales executive
  2. 2Loan file approvedFinance executive
  3. 3Price and discount approvedOwnerNeeds approval
  4. 4Invoice and registrationRegistration clerk
  5. 5PDI and deliveryEV mechanic
  6. 6NBFC disbursement receivedFinance executive

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 sales and registration

    Booking date · Buyer name and phone · Model · Chassis number · Battery serials · Payment · Down payment · NBFC and loan amount

  • Battery and service job cards

    Date · Vehicle number · Complaint · Battery serial and sale date · Under warranty · Parts used · Old battery taken back · Amount

  • Maker claims (warranty and subsidy)

    Claim type · Vehicle or part serial · Sent to maker on · Amount · Settled on

  • Delivery papers check

    No vehicle leaves unregistered or without valid papers

    4 steps with checks

  • Battery test before replacement or claim

    Replace only what is really dead and claim warranty correctly

    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
E-rickshaw, lithium battery, passenger · vehicle87035%
E-rickshaw, lead-acid battery, passenger · vehicle87035%
E-loader (e-cart) · vehicle87045%
Electric scooter, registered (high speed) · vehicle87115%
Electric auto (L5 passenger) · vehicle87035%
Replacement lead-acid battery set (4 x 12 V) · set850718%
Replacement lithium battery pack, 51 V 105 Ah · piece850718%
Charger, 48 V · piece850418%
Controller and motor spares · piece870818%
Service labour · job99871418%
Registration, HSRP and paperwork handling · vehicle99859918%
Vehicle insurance (commission) · policy99713418%
  • 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)
  • Fire NOCState fire and emergency servicesIf it applies
  • PF registration (EPFO)EPFO (Employees' Provident Fund Organisation)If it applies
  • ESI registration (ESIC)ESIC (Employees' State Insurance Corporation)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.

OwnerOrders stock from makers, approves price and discounts, manages NBFC and maker relations.
Sales executiveExplains models and range, books buyers, collects KYC and down payment.
Finance executiveLogs NBFC files, follows approvals and disbursement.
Registration clerkVahan dealer-point registration, HSRP, insurance, e-voucher.
EV mechanicPDI, battery testing and replacement, motor and controller repair.

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 an e-rickshaw and EV dealer?

Type one line about your business when you sign up, for example "E-rickshaw and EV 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 an e-rickshaw and EV 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