When to ask IVY
- You are not sure which rules apply to your business.
- You hold customer data and want to know your obligations.
- You need a policy, a risk assessment or an audit trail.
What owners ask IVY
- I store customer names, addresses and photos of their properties. What am I actually required to do about that?
- Which regulations apply to a business like mine? Give me the short list, not everything.
- Walk me through what I need in writing to be able to prove we are compliant.
Quick asks in the app
- Which rules apply to my business?
- Draft a data protection policy
- List the dates I must not miss
Not for IVY: Contract drafting and disputes. That is LEO.
Works alongside
- LEO, Contracts & DisputesContracts, terms, disputes and protecting your business name, logo and ideas.Meet LEO
- GRACE, Staff & HRYour staff: hiring, contracts, pay, leave and handling problems properly.Meet GRACE
Guides for this work
- How to keep track of licences, certificates and renewals in the UKList every date that can lapse, from Companies House and VAT to employers' liability cover and Gas Safe, then give each an owner and two reminders.Read the guide
- How to keep track of licenses, permits and renewals in the USList every federal, state and local deadline once, with its due date, owner and reminder: tax filings first, then licenses, permits and insurance.Read the guide
Free lessons IVY is part of
- Adding microblading, piercing, laser or lip filler: what do I need before the first client?Every salon has safety duties, and a treatment that breaks the skin, uses a laser or involves a prescription-only medicine adds licensing, age rules and insurance duties that differ in each of the four nations.Read the lesson
- Adding laser, microneedling, injectables or tattoos: whose license covers it?Every state licenses the person and the shop separately, scope of practice decides what an esthetician may do, and injectables, and in most states lasers that affect living tissue, are the practice of medicine.Read the lesson
- The safety, waste and key rules that apply on every cleaning siteThere is no licence to clean in the UK, but chemicals, work at height, sharps, asbestos, waste and keys all carry rules, and an accident or a lost key is when you find out whether you followed them.Read the lesson
- The registrations and OSHA rules a cleaning company actually has to meetMost states do not license cleaning, but registration, hazard communication, bloodborne pathogens, injury reporting and a few state rules apply to janitorial and specialty cleaners, with a HazCom date this fall.Read the lesson
- Starting a job before building control, party wall notices and the phase plan are sortedNo general licence is needed to trade as a builder in the UK, but building control, party walls, CDM and asbestos all have to be dealt with before the first day on site.Read the lesson
- Starting a job without the license, permits and notices my state requiresLicensing is set by the state and the city, home improvement contracts carry their own notices, and OSHA's construction rules apply on every site.Read the lesson
Which plans include Rules & Licensing
Scale includes all sixteen specialists. On Starter you choose three to work with ALEX, and on Growth nine, and you can swap any time. IVY shares one memory of your business with the rest of the team, so you only explain things once.
Questions owners ask
What does Greymill's Rules & Licensing specialist do?+
IVY is Greymill's Rules & Licensing specialist. Licensing, safety and data rules, and every date you must not miss. Licensing, inspections, safety and data rules, and the dates you must not miss.
When should I ask IVY?+
You are not sure which rules apply to your business. You hold customer data and want to know your obligations. You need a policy, a risk assessment or an audit trail.
Which Greymill plans include Rules & Licensing?+
Scale includes all sixteen specialists. On Starter you choose three to work with ALEX, and on Growth nine, and you can swap any time.
Can IVY send emails or file anything for me?+
Not on its own. Nothing is sent unless you press Send, Greymill only changes your books when you press Approve and never makes a payment, and it files nothing unless you send it yourself. Where a matter needs a regulated professional to sign it off, Greymill says so and tells you exactly what to take to them.
Is there a free trial?+
Yes. Every plan starts with a 7-day free trial on full Scale access, no card needed, so you can try IVY with the whole team.
The rest of the team
- ALEX, Ask AnythingMeet ALEX
- AVA, StrategyMeet AVA
- ELLA, Daily OperationsMeet ELLA
- JAMES, Big ProjectsMeet JAMES
- THEO, TechnologyMeet THEO
- GRACE, Staff & HRMeet GRACE
- MAYA, Cash & ProfitMeet MAYA
- MARCUS, Tax & BookkeepingMeet MARCUS
- FELIX, Loans & FundingMeet FELIX
- DARA, Data & AnalyticsMeet DARA
- NINA, MarketingMeet NINA
- LUKE, WritingMeet LUKE
- COLE, Sales & QuotesMeet COLE
- BLAKE, CoachingMeet BLAKE
- LEO, Contracts & DisputesMeet LEO