Manage SME User Manual

Complete guide for construction company management: projects, HR, inventory, logistics, finance, and reports.

1. Introduction

Manage SME is a web-based system for small and medium construction companies. It helps you manage customers, construction projects, employees, attendance, payroll, materials, purchase orders, deliveries, vehicles, invoices, and operational reports from one place.

Who should use this manual?

  • Administrators and office staff who set up master data and run payroll
  • Supervisors who manage projects, attendance, and site progress
  • Drivers who update delivery status
  • Employees who check in and apply for leave

Recommended browser

Use a modern browser (Chrome, Edge, or Firefox) with JavaScript enabled. For the best experience, use a desktop or laptop screen at 1280 pixels width or wider.

2. Login & Language

Illustration of the login screen with email, password, and language switcher
Figure 1 — Login page with language switcher (EN / MS) and user manual link (top right).

Signing in

  1. Open your company URL (for example: https://your-domain.com/login).
  2. Enter your email address and password provided by your administrator.
  3. Optionally tick Remember me to stay signed in on this device.
  4. Click Log in.

Changing language

On the login page and inside the application, use the EN / MS switcher in the top area of the form or header to change the interface language between English and Bahasa Malaysia.

Forgot password

If your organisation has password reset enabled, click Forgot your password? on the login page and follow the email instructions.

Tip: If login fails, confirm your email spelling and caps lock. Contact your system administrator to reset your password or activate your account.

3. Dashboard

Illustration of the dashboard with summary cards and charts
Figure 2 — Dashboard overview with key metrics for the day.

After login, you are taken to the Dashboard. It shows a snapshot of company operations, which may include:

  • Active projects count
  • Employees present today
  • Deliveries in transit
  • Overdue invoices
  • Low stock materials
  • Cost versus budget for active projects
  • Recent projects and today’s deliveries

Employees with limited access see a simplified dashboard with personal attendance, pending leave, and a message to use the menu for available modules.

5. Customers

Store client and company details before creating projects.

Customer list

  • Open Customers from the sidebar.
  • Search by name or ID/SSM number using the search box.
  • Filter by customer type if needed.

Add or edit a customer

  1. Click Add Customer (or edit an existing row).
  2. Fill in name, contact, address, and registration details.
  3. Save the record.

From the customer detail page you can view linked projects and contact information.

6. Projects

Illustration of a project detail page with tabs and Gantt chart area
Figure 4 — Project detail with tabs: Overview, Phases, Workers, Progress, Expenses, Documents.

Project list

Go to Projects to see all jobs. Search by project code or title. Click a row to open details.

Create a project

  1. Click Add Project.
  2. Select the customer, enter title, code, dates, budget, and status.
  3. Save to open the project detail page.

Project detail tabs

  • Overview — Summary, budget, and key dates.
  • Phases — Break the job into phases; set start and end dates for the Gantt timeline.
  • Workers — Assign employees and their roles on site.
  • Progress — Record percentage progress and notes.
  • Expenses — Log project costs.
  • Documents — Upload contracts, drawings, permits, and site photos.
Tip: The phase Gantt chart appears when phases have complete start and end dates. Edit dates in the phases table below the chart.

7. HR Module

Employees

  • Maintain employee profiles, departments, and employment details.
  • Create a login account when adding staff so they can access the system.
  • Use Resend login to email welcome credentials again if needed.
  • Check-In / Check-Out buttons on the employee record record attendance for that person.

Attendance

View daily attendance lists, add manual records, or edit entries. Employees with permission can check themselves in from their employee record or attendance module.

Leave & MC

  1. Employees click Apply for Leave and submit dates and reason.
  2. Supervisors open the leave request and click Approve or Reject.

Payroll

  • Add individual payroll records or use Bulk Generate for a selected month.
  • Open a payroll row to Download payslip (PDF) or Email payslip to the employee.

8. Inventory & Suppliers

Materials catalog

  • List all materials with stock levels and categories.
  • Stock Adjustment increases or decreases quantity with a reason.
  • View Stock Movements history on the material detail page.

Suppliers

Register supplier companies, contacts, and codes for use on purchase orders.

Purchase orders (PO)

  1. Create a New PO, select supplier and project if applicable.
  2. Add line items (material, quantity, unit price).
  3. When goods arrive, open the PO and click Receive Goods (GRN) to update stock.

9. Deliveries & Vehicles

Deliveries

  • Create delivery orders (DO) linked to projects and items.
  • Use the Kanban board view to drag deliveries between status columns.
  • Drivers update status and upload Proof of Delivery.
  • Download DO generates a PDF delivery order.

Vehicles

Register company vehicles (plate number, type, status) and assign them to deliveries where required.

10. Invoices

  1. Create a New Invoice for a customer/project.
  2. Add line items, tax, and due date.
  3. Download PDF or Send Email to the customer.
  4. Record partial or full payments with Record Payment.

Overdue invoices are highlighted on the dashboard and in financial reports.

11. Reports

Open Reports from the sidebar to reach the report centre:

  • Project Report — Status, budget, and expenses.
  • Employee Report — Attendance and payroll summary.
  • Financial Report — Invoices, expenses, and purchase orders.
  • Inventory Report — Stock levels and movements; export to CSV where available.

Use filters (year, month, category) before viewing or exporting data.

12. System Settings

Available to super_admin and authorised admin users. Configure company name, logo, address, and other application defaults. Click Save Settings after changes.

13. Tips & Frequently Asked Questions

I cannot see a menu item

Your user role does not include permission for that module. Ask your administrator to adjust your role in the system.

Notifications

Click the bell icon in the header to open notifications. Mark items as read individually or use mark all as read.

Profile

Open your profile from the top menu to update name, email, or password.

Logging out

Always use Log Out when finished, especially on shared computers.

Need help?

Contact your company system administrator for account issues, access rights, or data corrections.