Customer Portal Features and Benefits



Setting up an Account

If you have purchased our WBS Schedule Pro software you can create an account to access information about your orders and licenses. When you Create an Account we will generate an account number and setup your account. You will then receive an email containing your account password and instructions for accessing the Customer Portal.

If you do not have an account and have not purchased WBS Schedule Pro, you can create an account during the Checkout process. Simply click the option to Create an Account on the Checkout page during your order.



Benefits of an Account

When you create an account you can log into the Customer Portal at any time to:

1. View Orders placed on or after January 1, 2016.

2. Display the Purchase Codes from your orders.

3. See a list of Registered Users for each Purchase Code.

4. Store your order information to pre-fill future orders.

Note: You do NOT need to create an account to purchase the software from our Online Store. You can always choose the Checkout as Guest option during Checkout.