Cryomont s.r.o.

About the client

Cryomont s.r.o. is a specialist technical company operating in the gas industry and the installation of designated technical equipment — cryogenic tanks and distribution systems for industrial gases (oxygen, nitrogen, LNG) — directly at industrial customer sites, including long-running projects in hospitals. Cryomont has approximately eight core employees, draws on a wider team of contractors, and each project means installing a specific device at a customer’s offtake point, a long-term service relationship with regular inspections, and complete technical documentation including mandatory certificates and attestations.

The challenge

What makes Cryomont’s business specific is the combination of heavy technical documentation and a long-term service relationship — every device at a customer has its own history, inspections, and document life cycle. On top of that comes the statutory obligation to keep paper archives of projects, inspection activities, and everything related to designated technical equipment:

• No unified system — customers, prices, quotations, and protocols were managed manually, without any linkage
• Disorganized data storage — records ran on several computers that were not connected
• Calendar of inspections and checks was kept manually, with the risk of missing an inspection and failing to meet a statutory obligation — especially on long-running projects (e.g., in hospitals), where after years inspections and repairs begin and tracking documentation through stacks of paper loses overview
• Technical and non-technical documentation (attestations, protocols, schematics, manuals) was scattered across folders without ties to specific equipment
• Handover documentation was assembled manually for each new installation
• Commercial cycle (inquiry → quotation → order → invoice) ran in different tools than the technical side — no link between the quotation, the device, and the client
• Communication with customers ran exclusively by email, after a request a viewing followed and a manual quotation was issued
• Corporate customer directory was filled in manually, without a connection to public registers
• Inspections and audits — disorganized documentation caused issues during regular inspections

The solution

Modulario deployed a system built on 21 interconnected data structures specifically for an operator of technical equipment with regular service. Change history is recorded for all key structures:

• Customer directory connected to Finstat — entering a company ID auto-fills company data; each customer has linked offtake points and devices
• Offtake points — physical customer locations where devices are installed, with addresses and contact details
• Devices — full records of each device with its type, installation date, technical and non-technical documentation, job history, and link to its offtake point
• Device types — categorization with shared attributes
• Inspection calendar — manually managed calendar linked to devices and the directory; the system automatically calculates the next inspection date (last inspection + 365 days) and allows reminders to be set. Statuses: Requested, Agreed, Rejected, Completed
• Jobs with a unique number (e.g., Z250001), internal note, price, dates of creation, requested completion, and completion. Statuses: Received, In progress, In execution, Completed, Invoiced, Paid, Cancelled
• Commercial cycle — Inquiry (D250001) → Quotation (CP250001) → Order (OBJ250001) → Invoice in a single flow, linked to the device and customer
• Technical and non-technical documentation — attestations, drawings, schematics, parameters, contracts, correspondence — tied to a specific device or job
• Handover documentation — a complete document package for each new device installation
• Certificates and attestations — central records with expiry dates
• Invoices with type (Full, Retention) and statuses (Unpaid, Partially paid, Paid)
• Document storage and document categories — a structured digital archive
• Accounts, users, and roles — Management (full access) and Technicians (see only items assigned to them in the Inspection Calendar and Document Storage)
• Dashboard — overview of newly received jobs and the closest service/inspection in the current month