Owners often want to help with a treatment install, and most can. The useful question is which jobs are safe and sensible to take on and which belong to the licensed crew. Settle that before install day so nobody is guessing when the truck pulls in.
Tasks that are yours
Clear the path from the entry door to the install location, including stored bins, furniture, and anything on shelves the crew will need to reach. Move items away from the wall or floor where the unit will sit. Keep pets and children out of the work area. Carry packaging to the disposal bin, and if the crew asks you to move bags of salt or media, do it only if you can lift them safely. Take photos of the site before and after the work so you have a record of the starting condition.
Plan to be home for the final walk-through. Someone needs to see the finished setup and hear how the crew will test and start it.
Tasks that stay with the crew
Cutting and joining pipe, adding or changing shutoff valves, making drain connections, doing any electrical work, opening anything under pressure, and setting the bypass position all belong to the installer. Testing and starting the system belong there too. If you do any of these yourself, the installer may refuse to stand behind the job, and a local inspector may not accept it.
What to ask before you agree to a split
Ask the provider which tasks they expect you to handle. Ask who is responsible if a delay comes from a task you took on, such as a clearance that was not ready when the crew arrived. Ask whether the crew will check the work and the site before they leave, and whether that check is part of the quote or an extra charge. Write the split into the install paperwork so both sides point to the same list.