Page 2 - Table of Contents; Setup Guide
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com Table of Contents Installation Guide** ......................................................................................................................... 7 How to determine if your HVAC system compatible and if you have a C-wire. ......
Page 3 - User Guide
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com User Guide .................................................................................................................................... 55 How to use temperature correction on your ecobee thermostat: ...................................
Page 4 - SmartSensors: Setup guide and FAQ’s
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com SmartSensors: Setup guide and FAQ’s .......................................................................................... 79 How can I use them in my home? ..................................................................................
Page 6 - Wiring Diagrams
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com Wiring Diagrams .......................................................................................................................... 129 Diagram 1. Conventional HVAC systems (up to 2-heat/2-cool) .........................................
Page 9 - Remove your old thermostat cover from the wall.
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com STEP 3: Remove your old thermostat cover from the wall. TIP: Many thermostats simply pop off or unclip from the base, while others may have screws that you will need to remove.
Page 10 - What do my thermostat's wire labels mean?; Common thermostat wires:
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com What do my thermostat's wire labels mean? Common thermostat wires: Label Description C Also known as the common wire, the C wire enables the continuous flow of 24VAC power that ecobee thermostats need to operate. Don’t see a C wire? There m...
Page 11 - Less common thermostat wires:
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com Less common thermostat wires: Any unnecessary or spare wires not needed can be safely taped off or wrapped around the wiring bundle and tucked back into the wall. Label Description S, S1 or S2 S terminals are for outdoor temperature sensors...
Page 12 - Incompatible thermostat wires:
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com Label Description H or HUM or HUM1 and H2 or HUM2 This wire or pair of wires controls your whole-home humidification system. ecobee SmartThermostat with voice control, ecobee4 and ecobee3 are compatible with accessories, including humidific...
Page 13 - need to reference this photo later.
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com STEP 4: Take a picture of the wires connected to the terminals of your old thermostat. You may need to reference this photo later. WARNING: ecobee is designed for 24VAC with a 2A maximum current. Do not connect it to line (high) voltage or ...
Page 14 - If you have a C wire, it will power your ecobee. You will not need the
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com Scenario 1: Install your ecobee with a C-wire: If you have a C wire, it will power your ecobee. You will not need the Power Extender Kit (PEK) included in the box. STEP 5: Carefully disconnect and label the wires from your old thermostat on...
Page 19 - instructions on your ecobee screen.
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com STEP 13: Gently press your ecobee into the backplate until it ‘clicks’ into place. If the thermostat ‘rocks’ or is not flush with the wall, be sure the excess wires are pushed all the way into the wall. Congratulations, you did it! Say hi t...
Page 27 - STEP 6: Open your HVAC system’s cover to reveal the control board
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com STEP 5: Take your Power Extender Kit, wire labels, tools, your smartphone, and go to your HVAC system. STEP 6: Open your HVAC system’s cover to reveal the control board TIP: Your HVAC system can most often be found in your basement or your ...
Page 41 - SETTINGS
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com Configuring your ecobee thermostat for an Air-to-Air or Geo-Thermal Heat-Pump system : The ecobee Smart Thermostat Premium can support up to 4-stages of heat (2-stages heat-pump + 2-stages of auxiliary heat). These are the applicable steps ...
Page 45 - It monitors the temperature of the water going to a 2-pipe
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com The Pipe Sensor: It monitors the temperature of the water going to a 2-pipe FCU, also known as changeover sensor, changeover switch, Aquastat, among others: • If the water is hot (> 83 F), it signals the thermostat that the system is in ...
Page 46 - Informs customer the option to switch system mode
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com Pipe Sensor Activation (notification & alerts): • Aqua-stat alerts (Building mode changes) • Aqua-stat (Switch modes) • Aqua-stat (Alerts & Reminders) • Informs customer the option to switch system mode
Page 47 - Multi-speed setup flow options during setup process:
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com Multi-speed setup flow options during setup process: Fan Coil Unit, w/ W1 wire • 2-pipe, w/Aux Heat • 4-pipe Fan Coil Unit, no W1 wire • Y1 detected, O/B not detected • 2-pipe, no Aux Heat
Page 48 - For PTAC, configure it as Geothermal heat pump
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com Fan Coil Unit, no W1 wire & Pipe Sensor Fan Coil Unit, w/ W1 wire (Aux) & Pipe Sensor Heat Pump/PTAC • Y1 and O/B detected • For PTAC, configure it as Geothermal heat pump • Note: When a PTAC HP does not have an O/B, configure as a ...
Page 51 - Setting up an ecobee for ventilator control:
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com Setting up an ecobee for ventilator control: The ventilator control capabilities depend on the type of ventilator installed which can be either a HRV, ERV or standard Ventilator. There minimum runtime setting when the home is occupied and w...
Page 56 - How to use temperature correction on your ecobee thermostat:
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com How to use temperature correction on your ecobee thermostat: It is important to verify that the temperature sensor is reading the indoor temperature correctly. The thermostat sensor has a sensitivity variance of +/- 1F. If the thermostat re...
Page 58 - Registering using the ecobee app:; Download the ecobee App on your phone and select Create an Account.
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com Registering using the ecobee app: 1. Download the ecobee App on your phone and select Create an Account. 2. Fill out the necessary fields, accept the Terms and Conditions, and select Create account. 3. Give your home a name and enter your h...
Page 59 - Tap on Add a Device and select Register a device on the pop-up menu.
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com 4. Tap on Add a Device and select Register a device on the pop-up menu. 5. Select ecobee Thermostat as your device and enter the 4-digit registration code from your thermostat. 6. Enter your home details to help optimize heating and cooling...
Page 60 - To access select: MAIN MENU SYSTEM
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com How to adjust the comfort settings : The ecobee comes with (3) default Comfort Settings. Each comfort setting can be edited for temperature, fan mode and if participating sensor are part of the configuration. To access select: MAIN MENU SYS...
Page 61 - How to create/adjust a thermostat schedule:; Go to the schedule tab from the main menu: MAIN MENU SYSTEM
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com How to create/adjust a thermostat schedule: You can program the schedule on your ecobee either on the thermostat itself, through the mobile app, or through the Web Portal. This section describes how to program your schedule on the thermosta...
Page 64 - From the Home screen, select MAIN MENU SYSTEM
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com How to schedule a vacation event on your ecobee: The Vacation feature on your ecobee helps conserve energy while you’re away and ensures your home is comfortable when you return. When you schedule a Vacation, you’ll be prompted to set a hea...
Page 65 - Using a Hold setting on my ecobee thermostat:
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com Using a Hold setting on my ecobee thermostat: Whenever you manually adjust your ecobee to a different temperature that is not the scheduled set point, your ecobee will go into a “hold." This means instead of following your set schedule,...
Page 66 - How to adjust the preferences on your ecobee thermostat:; Temperature Display
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com How to adjust the preferences on your ecobee thermostat: To access these settings, select MAIN MENU SYSTEM MAIN MENU GENERAL SETTINGS PREFERENCES. Temperature Display : Configure your ecobee thermostat to display the temperature value...
Page 67 - Device Name
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com Device Name : Customize the name of your ecobee thermostat to suit your needs (i.e. Main Floor). This is useful if you have multiple systems or zones and are accessing your thermostat from your personalized web portal. 1. Select MAIN MENU S...
Page 68 - Smart Recovery; How to enable Access Control on your ecobee thermostat:; Access Control
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com Smart Recovery : Your ecobee thermostat learn how you’re heating, and cooling system works, taking into account weather and historical operating performance so that your home reaches the scheduled set point at the time in which the change o...
Page 70 - How to control your HVAC system's fan; Fan Mode; MAIN MENU SYSTEM
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com How to control your HVAC system's fan : ecobee thermostats can control your fan in a variety of ways to maximize your comfort. Below explains the five methods available. 1. Fan Control in Heat Mode 2. Fan Minimum On Time 3. Fan Mode 4. Heat...
Page 71 - Fan Minimum On Time:
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com Fan Minimum On Time: This feature allows you to define the minimum amount of time each hour that the system fan will run. This feature is useful if you wish to circulate the air throughout your home automatically outside of heating or cooli...
Page 75 - How to enable auto heat/cool changeover on my ecobee thermostat:; To enable this system mode, go to MAIN MENU SYSTEM
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com How to enable auto heat/cool changeover on my ecobee thermostat: Auto mode on your ecobee thermostat is great for maintaining a comfortable home temperature in milder climates or in-between heating and cooling seasons. While on this system ...
Page 76 - SYSTEM
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com Once enabled, you should be able to activate Auto either by taping on the System icon above the thermostat temperature reading on the main screen or by going to MAIN MENU SYSTEM SYSTEM HVAC MODE. If the temperature goes above the blue c...
Page 79 - Improved pairing range between the SmartSensor and thermostat.
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com SmartSensors: Setup guide and FAQ’s The SmartSensor is designed to supplement the temperature and occupancy sensor built into your ecobee thermostat*—unlocking its full potential. Install these portable powerhouses throughout your home for ...
Page 80 - How can I use them in my home?
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com How can I use them in my home? Place a sensor in a high-traffic room to take advantage of ecobee Smart Features like Smart Home/Away and Follow Me mode. Other spots that are great for SmartSensor include areas that are either warmer or cool...
Page 82 - Go to MAIN MENU SYSTEM
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com Where can I see the status of each SmartSensor? Go to MAIN MENU SYSTEM MAIN MENU GENERAL SENSORS on the thermostat, the ecobee app or the Web Portal and look for the following icons: The sensor is currently active/participating (sensor ...
Page 83 - Pairing a SmartSensor:
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com Pairing a SmartSensor: During start-up, the included SmartSensor can be paired during the setup phase or if preferred you can add/pair it afterwards using the mobile app. Using the SmartSensor stand the sensor can be located on a table, she...
Page 84 - Option A: Open the ecobee app, on the app Home Screen, tap the
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com If you decided not to pair the sensor during first-run configuration, the pairing process prerequisites afterwards are: an ecobee account, the ecobee mobile app, and a Wi-Fi connection. 1. Option A: Open the ecobee app, on the app Home Scre...
Page 88 - MAIN MENU GENERAL
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com 9. Tap Done to finish or select Add another device. Keep in mind, it may take up to 3 minutes for your sensor to become available. What are Comfort Settings? When a sensor participates in a Comfort Setting its temperature readings are used ...
Page 89 - Shown: Steps for changing Participation Setting on thermostat.
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com Sensor participation and comfort setting: Your ecobee’s schedule consists of temperature profiles called Comfort Settings. By default, your ecobee has three Comfort Settings: Home, Away, and Sleep. You can also create additional custom Comf...
Page 91 - SmartSensor participation FAQ’s:
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com SmartSensor participation FAQ’s: How does my ecobee thermostat manage sensor participation when it's changing from one Comfort Setting to the next (e.g., from Home to Sleep, or Home to Away)? Because each Comfort Setting might have an entir...
Page 92 - The Away or Custom Away Comfort Setting; has; been active for over an hour.
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com Smart Home/Away: With Smart Home/Smart Away enabled, when your thermostat senses your home during a scheduled Away period or away during a scheduled Home period, it automatically overrides your schedule for comfort (Smart Home) or savings (...
Page 95 - Appendix; Multi-speed Fan 2-Pipe Fan Coil with Pipe Sensor
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com Appendix 1) About Indoor Air Quality (IAQ) monitoring 2) How to access Threshold settings 3) Automatic & Manual HVAC Equipment Staging settings 4) Using AC Overcool Max to reduce humidity 5) Minimize the use of Aux Heat with a Heat-pump...
Page 97 - What are VOCs, and how can they affect my health?; Learn more about VOCs on the American Lung Association website; Why does CO2 matter? And how can it impact my health?
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com What is a relative sensor, and how does it compare to an absolute sensor? Unlike an absolute sensor that bases its measurements on a set reference point, a relative sensor's readings are based on the air quality it's exposed to. The indoor ...
Page 99 - How does ecobee help improve my indoor air quality?
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com How does ecobee help improve my indoor air quality? See your air quality scores on the thermostat and ecobee app. You can view your home's current Air quality score (ranging from Clean to Fair and Poor) on the home screen on your thermostat...
Page 101 - Clean – Indoor air quality is excellent. No action is needed.
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com What do the air quality readings mean? Clean – Indoor air quality is excellent. No action is needed. Fair – Indoor air quality is okay. There is no need for concern. If possible, open a window to bring fresh air into the home and reduce VOC...
Page 102 - To access the THRESHOLDS menu on the thermostat: MAIN MENU SYSTEM
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com How to access Threshold settings: Threshold settings allow you to configure your HVAC equipment for greater efficiency and prevent damage to your equipment by controlling how the ecobee engages it. These adjustments can only be made on the ...
Page 103 - Automatic and Manual Threshold Staging
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com Automatic & Manual HVAC Equipment Staging settings Automatic and Manual Threshold Staging Staging is configured as Automatic by default. The intent of this is to create a user-friendly experience concerning staging and threshold configu...
Page 104 - Automatic Staging with a Heat Pump system
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com Automatic Staging with a Heat Pump system If you have a heat pump system with an Auxiliary heat option and Automatic staging is selected, you will be presented with the Aux Savings Optimization menu. This will present you with the following...
Page 108 - What does the flame icon with an exclamation mark mean?
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com What does the flame icon with an exclamation mark mean? These two icons indicate that the Aux Heat has been temporarily disabled to save on energy costs. You will see the "Heat" icon if you are in Heat mode, and the "Auto" i...
Page 109 - Thermostat HVAC settings for all system types:; Cool Differential Temp
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com Thermostat HVAC settings for all system types: These settings can be accessed by selecting MAIN MENU SYSTEM MAIN MENU GENERAL SETTINGS INSTALLATION SETTINGS THRESHOLDS. Additionally, to access the manual staging options requires cha...
Page 111 - setting. As the temperature in your home reaches the; Two Stage Furnace Settings
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com Compressor Stage 2 Temperature Delta: The minimum number of degrees from the desired temperature (set point) before engaging the second stage of the compressor. This is set to auto by default. • You will only see this option if you have a t...
Page 112 - Aux Heat Stage 2 Temperature; Aux Heat Stage 2 Temperature Delta
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com Compressor to Aux Temperature Delta: The minimum number of degrees from the current temperature in your home and your desired temperature (set point) before engaging the auxiliary heat. This is set to auto by default. If you’re receiving ma...
Page 113 - What are monthly reports and how are eco+ savings calculated?
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com What is eco+ and how does it work? Every home consumes energy differently. That’s why we created eco+, a suite of new smart features that helps you improve your home's energy efficiency to save more on energy bills, while enhancing your com...
Page 114 - Will eco+ make any changes to my comfort settings?
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com Will eco+ make any changes to my comfort settings? No, eco+ will not make any changes to your Comfort Settings. eco+ will optimize your smart thermostat's performance based on your Comfort Settings, schedule, and your eco+ savings preferenc...
Page 115 - This feature is not affected by the eco+ comfort preference slider.
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com Adjusting temperature for humidity: When the feature to adjust for humidity is enabled, eco+ uses both humidity and temperature readings to calculate your home's temperature. In doing so, eco+ finds opportunities to lower your energy bill w...
Page 124 - SmartSensor for d
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com How do I access this feature? This feature is only available to Smart Security customers who have a SmartSensor for d oors and windows. This feature may take up to 24h to become active once you subscribe to Smart Security during weekdays an...
Page 125 - What do all the icons on my ecobee mean?; Comfort Setting icons
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com What do all the icons on my ecobee mean? Comfort Setting icons Alert icons
Page 126 - Home Screen icons
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com Home Screen icons Menu icons Navigation & Button icons
Page 127 - System icons
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com System icons Weather icons
Page 141 - Send us a message
25 Dockside Drive, Suite 700 Toronto, ON M5A 0B5 ecobee.com Need to talk? Contact Us: Send us a message Toll Free: 1-877-932-6233 International: 1-647-428-2220 Sales Hours (Monday – Friday) 9am — 5pm EST Support Hours: Monday – Friday: 8am — 11pm EST Saturday – Sunday: 9am — 9pm EST