The first service visit should be scheduled or arranged between the service provider and homeowner. This visit should include discussing issues, such as:
User's manual
Manufacturer's recommendations for the unit
The system design
A walk thorough of your system
I information about what to do in case of emergency, any special instructions, issuing keys, etc… For seasonal properties, homeowners will need to know how to shut the system down in the off-season and start it again when needed.