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How it works / Communication and phone calls

How Beverly reaches you

A colleague tapping you on the shoulder, not a system alert. Push, text or email, and push is replacing the other two.

LiveWorking today on every Beverly account.

You should hear from Beverly when something needs you and not otherwise. A notification says who it is about, what happened, and gives you one thing to do about it.

What Beverly tells you about
EventHow it reaches you
Something needs your approvalA notification on your phone, and an email if that did not land. Deliberately never a text: an approval you cannot act on from the notification is just noise.
A lead is waiting on a humanNotification, then text, then email.
A lead has gone quiet for longer than you setNotification, then text, then email.
A date on a file is about to slipThe same ladder, while there is still time to do something.
A review that takes a while has finishedA notification on your phone, so you can start an inspection report reading and put the phone down. Nothing else, because the answer is already saved and waiting on the tool when you come back.
A reminder you asked Beverly to setA nudge on your phone and a note in the app. Deliberately no text and no email, because a reminder that arrives three ways is a reminder you start ignoring.
Your coaching check-in, as often as you asked for oneThe app or the website. Weekly, daily, monthly or never, and it stopped being a text or an email in September 2026.
  • You choose how much you want: everything, only the things that matter, or nothing.
  • You set how long a lead can sit untouched before Beverly nudges you about it.
  • Turning on notifications in the app means we can stop texting you the same thing. That is where this is heading.
  • A reminder and a coaching check-in are already there: both reach you in the app and nowhere else. If you have not installed it, a reminder still shows on your list in the website and nothing is sent to your phone.

Checked against the product on 11 September 2026. What the labels mean

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