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ecobee M5A Smart Wi-Fi Thermostat User Guide

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Installation, Setup and User guide

25 Dockside Drive, Suite 700

Toronto, ON M5A 0B5

ecobee.com

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Name	ecobee M5A Smart Wi-Fi Thermostat User Guide
Make	Ecobee
Language	English
Filetype	PDF (Download)
File size	2.48 MB

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ecobee M5A Smart Wi-Fi Thermostat User Guide Overview

Summary of Contents

Page 1: Installation, setup and user guide
Page 2: Installation guide How to determine if your HVAC system is compatible and if you have a C-wire What do my thermostat's wire labels mean? Common thermostat wires Less common thermostat wires Incompatible thermostat wires Scenario 1: Install your ecobee with a C-wire Scenario 2: How to install with multiple G-wires Scenario 3: How to install without a C-wire using the supplied PEK adapter Setup guide Configuring your ecobee thermostat for the first time (I’m a homeowner) Configuring your ecobee thermostat for a Heat-Pump system Configuring your ecobee thermostat for the first time (I’m a Pro) Fan Coil Unit (FCU) wiring on the ecobee Terminal activation for multi-speed fan control Fan speed selection (System Mode) The Pipe Sensor Pipe Sensor Activation (notification & alerts) Multi-speed setup flow options during setup process Setting up an ecobee for dehumidification control Setting up an ecobee for ventilator control Setting up an ecobee for humidification control
Page 3: How to use temperature correction on your ecobee thermostat How do I register my ecobee thermostat? Registering using the ecobee app How to adjust the comfort settings How to create/adjust a thermostat schedule How to schedule a vacation event on your ecobee Using a Hold setting on my ecobee thermostat How to adjust the preferences on your ecobee thermostat How to control your HVAC system's fan How to enable auto heat/cool changeover on my ecobee thermostat
Page 4: SmartSensors: Setup guide and FAQ’s How can I use them in my home? How do I mount a SmartSensor on a wall? SmartSensor tech specs Where can I see the status of each SmartSensor? Pairing a SmartSensor Unpairing a SmartSensor (if needed) Sensor participation and comfort setting SmartSensor participation FAQ’s Smart Home/Away Follow-me mode
Page 5: Compressor & heat/aux staging settings Compressor minimum cycle off time Compressor minimum on time Compressor min outdoor temperature Compressor stage 2 temperature delta Compressor reverse staging Compressor stage 1 max runtime Two stage furnace settings Aux heat settings (heat pumps with aux heat) What is eco+ and how does it work? How do I know when eco+ is active? What are monthly reports and how are eco+ savings calculated? Can I use one eco+ feature without using the others? Will eco+ make any changes to my comfort settings? How can I customize my eco+ experience? Adjusting temperature for humidity Time of use Community energy savings Smart home & away Schedule assistant Pause when open What do all the icons on my ecobee mean?
Page 6: Wiring Diagrams Diagram 1. Furnace (1-stage) + AC (1-stage) using PEK Diagram 2. Furnace (2-stage) + AC (1-stage) using PEK Diagram 3. Furnace (1-stage) + AC (2-stage) using PEK Diagram 4. Furnace (2-stage) + AC (2-stage) using PEK Diagram 5. Furnace (1-stage) + AC (1-stage) Diagram 6. Furnace (2-stage) + AC (1-stage) Diagram 7. Furnace (1-stage) + AC (2-stage) Diagram 8. Furnace (2-stage) + AC (2-stage) Diagram 9. Heatpump (1-stage) Diagram 10. Heatpump (1-stage) using PEK Diagram 11. Heatpump (2-stage) Diagram 12. Heatpump (2-stage) using PEK Diagram 13. Heatpump (1-stage) + Aux Heat (1-stage) Diagram 14. Heatpump (2-stage) + Aux Heat (1-stage) Diagram 15. Heatpump (2-stage) + Aux Heat (2-stage) Diagram 19. How to Include a Float switch on the Y circuit Diagram 20. How to Include a 1-wire Dehumidifier / Humidifier Diagram 21. How to Include a 2-wire Dehumidifier / Humidifier Diagram 22. How to Include a Ventilator / HRV / ERV Diagram 23. Boiler (1-stage) + AC (1-stage) – 2 Transformers
Page 7: Installation guide Download the ecobee app for instructions, step-by-step videos, and diagrams customized to your wiring setup. Register your ecobee after installation to unlock smart features like Amazon Alexa. Here’s what you’ll find in the box. You may also need these tools. The installation section of this manual will describe three scenarios: How to install with a C-wire. How to install with multiple G wires. How to install without a C-wire using the supplied PEK adaptor.
Page 8: How to determine if your HVAC system is compatible and if you have a C-wire. Power off your HVAC system by using the master switch or circuit breaker box. This is important for your safety. Look for your master switch or circuit breaker box in the basement, attic, utility closet, or behind a wall panel near the thermostat. Confirm your system is off by turning on your heat (during winter) or your AC (during summer). Wait a few minutes — you should not feel air coming from your vents. If you have a boiler, check to see that the main flame is extinguished.
Page 9: Remove your old thermostat cover from the wall. 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: C wire enables the continuous flow of 24VAC power that ecobee thermostats need to operate. If you don’t see a C wire, there might be an extra wire tucked in the wall behind your thermostat’s backplate. You can probably still install an ecobee with the Power Extender Kit. R wire is used for heating and cooling system power. In dual-transformer systems, you’ll have two R wires—one from the cooling transformer and one from the heating transformer. W/W1 controls your heating system and W2 controls the second stage. Y/Y1 controls the first stage of cooling and Y2 controls the second stage. G or G1 controls your furnace/air-handler fan. O/B controls the reversing valve in heat pump systems. E wire toggles emergency heat on or off and should only be used on very cold days.
Page 11: Less common thermostat wires include unnecessary or spare wires that can be taped off or wrapped and tucked back into the wall. S terminals are for outdoor temperature sensors, but ecobee thermostats do not require S wires as they obtain weather data over Wi-Fi. The L wire can power indicator lights on older thermostats, but it is not necessary for ecobee thermostats. Most HVAC systems feature a single fan speed, while multi-speed systems may have fan speed controlled by the furnace control board or the thermostat. If a multi-speed system is connected to the thermostat by a single G wire, fan speed is set by the furnace control board. If multiple G wires connect to the thermostat, the thermostat manages fan speed. On heat pump systems, the O and B wires indicate when to switch between heating and cooling. If there is a wire labelled B without a separate O wire, it should be connected to the ecobee thermostat’s O/B terminal. A wire connected to the W3 terminal indicates a three-stage furnace, which is not supported by ecobee thermostats. A wire connected to the Y3 terminal indicates a three-stage cooling system, which is also not supported by ecobee thermostats.
Page 12: 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 humidification equipment. When you are setting up your thermostat for the first time, you can add one compatible 1- or 2-wire accessory such as a humidifier, dehumidifier or HRV/ERV. View the wiring diagrams for your ecobee to learn how to wire an indoor air-quality accessory. This wire or pair of wires controls your whole-home dehumidification system. If you see a wire(s) labelled V or VR (or both) or Vg and V+ plugged into your current thermostat, you’ll need to take a closer look to ensure your HVAC system is compatible with ecobee thermostats. Incompatible thermostat wires: These wire labels indicate a proprietary system that is not compatible with ecobee thermostats. Ecobee thermostats are not compatible with these types of wires. These wire labels and terminal blocks indicate a high-voltage system and are accompanied by a Danger, Warning or Caution symbol.
Page 13: Take a picture of the wires connected to the terminals of your old thermostat. You may need to reference this photo later. Ecobee is designed for 24VAC with a 2A maximum current. Do not connect it to line (high) voltage or millivolt systems.
Page 14: 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. To install accessories (humidifier, dehumidifier, or ventilator) please refer to the wiring diagrams section in this manual. Carefully disconnect and label the wires from your old thermostat one at a time, using the labels provided. If you have a jumper between RC, RH, or R, leave it alone. Only label the wires that run from your wall into a terminal block.
Page 15: Unscrew the mounting plate of your old thermostat to remove it from the wall. Be careful, as some thermostats may contain mercury. Recycle your old thermostat safely with your local hazardous waste facility. Decide if you want to use the trim plate with your ecobee. The trim plate is useful if you want to hide marks or holes left on the wall by your old thermostat. If using the trim plate, align the mounting holes on the trim plate and backplate and press them into place together.
Page 16: Pull the wires through the hole in the middle of the backplate. Attach the backplate to the wall using the drywall anchors and screws provided. Use a 3/16 drill bit to drill a hole for the drywall anchors.
Page 17: Insert your remaining wires into the side of their corresponding terminal blocks. Press the terminal block levers to make it easier when inserting the wires. Tug on the wires gently to ensure they are securely connected. When a wire has been connected correctly, the lever on that block will lower.
Page 18: Carefully push any excess wires back into the hole and ensure there are no drafts coming from the hole(s) in the wall. Large holes behind your thermostat will affect temperature readings. Prevent drafts by covering the hole(s) using plumber’s putty. Turn the power to your HVAC system back on using the master switch or at the circuit breaker box.
Page 19: 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. If 24VAC is present at the thermostat, the lightbar along the top edge will momentarily flash ‘green’ before powering on. Congratulations, you did it! Say hi to your new ecobee! To complete your setup and registrations, follow the instructions on your ecobee screen.
Page 20: Installation of a system with multiple G wires means you have a multi-speed fan. Depending on the equipment in your building, this may require you to select wiring configurations that can damage your system if done incorrectly. Carefully disconnect and label the wires from your old thermostat one at a time, using the labels provided. If you have a jumper between RC, RH, or R, leave it alone. Only label the wires that run from your wall into a terminal block.
Page 21: Unscrew the mounting plate of your old thermostat to remove it from the wall. Be careful, as some thermostats may contain mercury. Recycle your old thermostat safely with your local hazardous waste facility. Decide if you want to use the trim plate with your ecobee. The trim plate is useful if you want to hide marks or holes left on the wall by your old thermostat. If using the trim plate, align the mounting holes on the trim plate and backplate and press them into place together.
Page 22: Pull the wires through the hole in the middle of the backplate and then attach the backplate to the wall using the drywall anchors and screws provided. Use a 3/16 drill bit to drill a hole for the drywall anchors. Remove the Rc, Y2, and W2 white labels from the label sheet and attach them to the wires as shown below.
Page 23: Connect the three wires as shown: RC, G2, G3. Insert the remaining wires into the side of their corresponding terminal blocks. Press the terminal block levers to make it easier when inserting the wires. Tug on the wires gently to ensure they are securely connected. When a wire has been connected correctly, the lever on that block will lower.
Page 24: Carefully push any excess wires back into the hole and ensure there are no drafts coming from the hole(s) in the wall. Large holes behind your thermostat will affect temperature readings. Prevent drafts by covering the hole(s) using plumber’s putty. Turn the power to your HVAC system back on using the master switch or at the circuit breaker box.
Page 25: 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. If 24VAC is present at the thermostat, the lightbar along the top edge will momentarily flash ‘green’ before powering on. Congratulations, you did it! Say hi to your new ecobee! To complete your setup and registrations, you must select “I’m a pro” when your thermostat powers on to access the multi-speed/fan coil options.
Page 26: Scenario 3: How to install without a C-wire using the supplied PEK adaptor. Installation with the Power Extender Kit (PEK) will require you to handle electrical wiring. If you would rather leave it up to a professional, we can help you find one quickly. If you don’t have a C wire, you’ll need to use the Power Extender Kit (PEK) included to reliably power your ecobee.
Page 27: Take your Power Extender Kit, wire labels, tools, your smartphone, and go to your HVAC system. Your HVAC system can most often be found in your basement or your attic. Open your HVAC system’s cover to reveal the control board. HVAC systems contain high voltage wires. Use caution when working with the control board. If you’d rather leave it up to a professional, we can help you find one quickly.
Page 28: Take a picture of the wires connected to your control board. You may need to reference this photo later. Label only the R, Y or Y1, G, and W or W1 wires with the matching labels provided. If you have more than one wire going into these terminals, only label those going to your thermostat. If you have wires connected to both RC and RH terminals at the control board you may have a two-transformer system.
Page 29: Disconnect the wires labeled R, Y, G, and W from the control board. Connect the wires you disconnected from the control board into their matching gray terminal blocks on the Power Extender Kit. Press the terminal block levers to make it easier when inserting.
Page 30: Tug on the wires gently to ensure they are securely connected. When a wire has been connected correctly, the button on that block will lower. Connect the five white wires coming out of your Power Extender Kit to their corresponding terminals on the control board. Once again, tug on the wires gently to ensure they are securely connected.
Page 31: Mount the power extender kit inside your HVAC system, taking care not to strain the wires. Close the HVAC cover panel securely and return to your thermostat. Make sure your HVAC panel is fully closed. Some systems will not turn on if the cover panel has not been closed properly.
Page 32: Back at your thermostat: Carefully disconnect and label the wires from your old thermostat one at a time, using the labels provided. If you have a jumper between RC, RH, or R, leave it alone. Only label the wires that run from your wall into a terminal block. Unscrew the mounting plate of your old thermostat to remove it from the wall. Be careful, as some thermostats may contain mercury. Recycle your old thermostat safely with your local hazardous waste facility.
Page 33: Decide if you want to use the trim plate with your ecobee. The trim plate is useful if you want to hide marks or holes left on the wall by your old thermostat. If using the trim plate, align the mounting holes on the trim plate and backplate and press them into place together. Pull the wires through the hole in the middle of the backplate and then attach the backplate to the wall using the drywall anchors and screws provided. Use a 3/16 drill bit to drill a hole for the drywall anchors.
Page 34: Remove the Rc, C, and PEK white labels from the label sheet and attach them to the wires as shown below. First, connect these 3 wires as shown: RC, C, PEK. Then, connect any remaining wires to their corresponding terminal. Press the terminal block levers to make it easier when inserting the wires.
Page 35: Tug on the wires gently to ensure they are securely connected. When a wire has been connected correctly, the lever on that block will lower.
Page 36: Carefully push any excess wires back into the hole and ensure there are no drafts coming from the hole(s) in the wall. Large holes behind your thermostat will affect temperature readings. Prevent drafts by covering the hole(s) using plumber’s putty. Turn the power to your HVAC system back on using the master switch or at the circuit breaker box.
Page 37: 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. If 24VAC is present at the thermostat the lightbar along the top edge will momentarily flash ‘green’ before powering on. Congratulations, you did it! Say hi to your new ecobee! To complete your setup and registrations, follow the instructions on your ecobee screen.
Page 38: Setup guide for configuring your ecobee thermostat for the first time. Upon powering up the ecobee, it will provide step-by-step prompts to assist with the HVAC equipment configuration. If your ecobee thermostat has not detected the wiring correctly during the guided setup, you can manually configure the correct wiring. During the guided setup, there will be a screen displaying the wires your ecobee has detected. If there is an error, select No. You can remove your ecobee from the wall to adjust the wiring. Before you adjust wiring, ensure that your system is powered off. If you are positive that the wires are connected to the correct terminals, manually configure the missing wires in guided setup. To do so, tap the wire terminal that has an undetected wire. If you notice a wiring error after you have completed setup, tap MENU and select SETTINGS.
Page 39: These steps will allow you to select the thermostat name, your desired heat/cool set-point, HVAC system mode, and enable or disable Smart Home/Away after completing the initial setup. Once the setup is completed the Home screen will be displayed. Before heating or cooling can be resumed the ecobee will go through a Heating/Cooling Temperature Calibration period. This may take up to a max of 20 minutes.
Page 40: Configuring your ecobee thermostat for a heat-pump system involves specific steps. These steps are applicable when O/B is detected or selected during the wire selection phase.
Page 41: Configuring your ecobee thermostat for the first time (I’m a Pro) provides multi-speed fan control for various systems. These settings are accessed through the “I’m a Pro” setup flow. First step is to determine the correct configuration for the application the ecobee is going to be controlling. Fan Coil Unit (FCU) wiring on the ecobee includes options for 2-pipe and 4-pipe systems. Y1 is used for fan coil cooling or heat. W1 can be for Aux Heat stage 1 or fan coil heat. G2 and G3 represent medium-speed and high-speed fan settings, respectively. S1 & S2 are dry contact terminals for the pipe sensor.
Page 42: Terminal activation for multi-speed fan control involves utilizing multi-purpose thermostat terminals. Y2 can be configured as G2, and W2 can be configured as G3. For the pipe sensor, Rh becomes S1 and PEK becomes S2. The fan speeds are categorized as low speed (G1), medium speed (G2), and high speed (G3).
Page 43: Fan speed selection is located in the main menu under system. It is a global setting that affects all types of fan runtime. When running heating or cooling, the fan speed will be automatically adjusted based on needs. The system will attempt to use the lowest fan speed while maintaining comfort. Quick changes can be made through the main menu.
Page 44: The Pipe Sensor monitors the temperature of the water going to a 2-pipe FCU. If the water is hot (> 83 F), it signals the thermostat that the system is in heat mode. If the water is cold (< 65 F), it signals the thermostat that the system is in cooling mode. User configurable for open or closed activation. Compatible with both on-cool / on-heat sensors. Compatible with dry-contact pipe sensors (on/off), not analog.
Page 45: Pipe sensor activation includes notifications and alerts. Aqua-stat alerts indicate changes in building mode. Aqua-stat allows users to switch modes. Aqua-stat provides alerts and reminders. Customers are informed about the option to switch system mode.
Page 46: Multi-speed setup flow options during setup process: Fan Coil Unit, no W1 wire Y1 detected, O/B not detected 2-pipe, no Aux Heat Fan Coil Unit, w/ W1 wire 2-pipe, w/ or w/o Aux Heat 4-pipe
Page 47: Heat pump/PTAC Y1 and O/B detected For PTAC, configure it as air-to-air heat pump Fan coil unit, no W1 wire & pipe sensor
Page 48: Fan coil unit with W1 wire and pipe sensor. With or without auxiliary heat.
Page 49: Setting up an ecobee for dehumidification control This section describes how to setup an ecobee thermostat to control a standalone dehumidifier or a forced air furnace/air-handler that supports a ‘Dehum’ mode. This is compatible using ecobee3, ecobee4 or Smart Thermostat with voice control. Once the ecobee has been wired to control the HVAC system and dehumidification system using the ACC+/ACC- terminals it will require correct setup to determine how you want to enable Dehumidification control. During the first-run setup there are a few key settings to ensure Dehumidification is part of the HVAC control algorithms. This setting determines if the state of the ACC+/- relay is Open or Closed when active. Refer to the HVAC equipment manual for the recommended setting. The ecobee will attempt to auto-detect the inserted wires into ACC+ / ACC-, therefore this prompt may not appear during setup. During setup when prompted, select Dehumidifier.
Page 50: Dehumidifier settings allow you to determine when the dehumidifier becomes active. To access these settings, select MENU → SETTINGS → INSTALLATION SETTING → EQUIPMENT → DEHUMIDIFIER. Dehumidify with Fan (Yes or No): specifies if the furnace/air-handler fan runs when dehumidification is active. Min Runtime Delta (2-10%): reduces short cycling by allowing the dehumidifier to run beyond the desired humidity by a selected percentage. Dehumidify in Heat Mode (Yes or No): activates the dehumidifier during the heating season if humidity is a concern. Dehumidifier Active (Open or Closed): indicates whether the HVAC system or standalone dehumidifier requires it to be open or closed while active. AC Overcool Max helps control high humidity levels and works with the dehumidify setpoint under the System Mode menu. The air conditioner will overcool by comparing actual relative humidity to the desired dehumidify setpoint. When the overcool temperature is achieved, the AC system will turn off, but the dehumidifier relay may still be active if the setpoint hasn't been reached.
Page 51: Setting up an ecobee for ventilator control involves understanding the type of ventilator installed, which can be a HRV, ERV, or standard ventilator. There are minimum runtime settings for when the home is occupied and unoccupied. The ventilator will run for 60 minutes prior to occupancy, known as pre-purge, which can be enabled or disabled but is not user adjustable. Minimum runtime settings are used to ensure the ventilator runs a specific number of minutes per hour, divided into 15-minute blocks, with a minimum of 5 minutes required. If the runtime is set to 10 minutes, it is broken into two 5-minute blocks. Ventilator minimum on time while away refers to the number of minutes per hour the fan must run when the house is unoccupied. Ventilator minimum on time while home refers to the number of minutes per hour the fan must run when the house is occupied.
Page 52: Free cooling can be used to cool the house at a lower cost compared to air conditioning. The thermostat evaluates indoor and outdoor temperature and humidity to determine the feasibility of free cooling. If conditions are favorable, the ventilator will be activated instead of the air conditioner. Several configuration settings control the free cooling feature, which does not apply to HRV or ERV systems. To access free cooling settings, navigate to MENU, SETTINGS, INSTALLATION SETTINGS, EQUIPMENT, and VENTILATOR. Pre-occupancy purge determines if the ventilator will operate one hour before expected occupancy. Free cooling max outdoor temperature defines the maximum outdoor temperature for free cooling to be permitted. Free cooling max outdoor humidity sets the maximum outdoor humidity for free cooling to be allowed. Indoor/outdoor temperature delta permits free cooling if the indoor temperature exceeds the outdoor temperature by a specified delta. Max desired temperature delta can be enabled or disabled to set the desired temperature difference for free cooling.
Page 53: Setting up an ecobee for humidification control This section describes how to setup an ecobee thermostat to control a humidifier with a forced air furnace/air-handler. This is compatible using ecobee3, ecobee4 or Smart Thermostat with voice control. Once the ecobee has been wired to control the HVAC system and humidification system using the ACC+/ACC- terminals, it will require correct setup to determine how you want to enable humidification control. During the first-run setup, there are a few key settings to ensure humidification is part of the HVAC control algorithms. During setup when prompted, select Humidifier. The ecobee will attempt to auto-detect the inserted wires into ACC+ / ACC-, therefore this prompt may not appear during setup. This setting determines the type of humidifier system. Evaporative is recommended to operate with a heating cycle.
Page 54: After the ecobee has been configured, there are specific settings to determine when the humidifier becomes active. To access these settings, select MENU → SETTINGS → INSTALLATION SETTING → EQUIPMENT → HUMIDIFIER. Humidifier type: Evaporative humidifiers work with a heating cycle, while steam humidifiers operate independently of the heating cycle. Min runtime delta (2-10%): The humidifier will run beyond the desired humidity by the selected amount to reduce short cycling. Window efficiency: This setting computes the desired humidity within the range of 15% to 50% and determines the maximum indoor humidity permitted. On: Requires a preferred humidity level to be manually set; the humidifier will turn on if the actual RH% is below this setpoint. Off: This setting will not permit the humidifier to operate. Frost control: Optimizes the humidity level to 50% based on outdoor temperature, indoor temperature, and window efficiency to avoid excessive condensation.
Page 55: User guide Change system mode and status indicator Alexa voice and notification status indicator Indoor humidity Temperature adjustment slider Indoor temperature Main menu to access thermostat settings, schedules and more Volume control and enable/disable microphone Show your local weather and forecast for the week Quick Changes menu to set a Fan Hold, Home and Away modes and see what equipment is running
Page 56: 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. There is a Temperature Correction function which will permanently correct the sensor reading by +/- 10F in both directions. To access this offset: MAIN MENU → SETTINGS → INSTALLATION SETTINGS → THRESHOLDS → TEMPERATURE CORRECTION. Be aware that warm or cold air from the wall cavity behind the thermostat can influence the temperature sensor. How do I register my ecobee thermostat? To register your ecobee thermostat, you will need to obtain the 4-digit registration code from your ecobee thermostat’s screen. Registration codes are valid for about one hour before they expire. Once you have this code, register your ecobee via the mobile app or the web portal.
Page 57: Registering using the ecobee app involves several steps. Download the ecobee app on your phone and select create an account. Fill out the necessary fields, accept the terms and conditions, and select create account. Give your home a name and enter your home address. You have the option of leaving the address field blank and selecting save home. The app will give you the option of setting the address later. All devices under a home without a property address may not be able to generate weather data as well as HomeIQ reports.
Page 58: Tap on Add a Device and select Register a device on the pop-up menu. Select ecobee Thermostat as your device and enter the 4-digit registration code from your thermostat. Enter your home details to help optimize heating and cooling. This information is also needed for generating your HomeIQ report. If you are unsure of your home details, you can skip this step for now and come back to it later. Tap Done on the Home Details setup to proceed to your device screen. Your ecobee is now registered and accessible through the app or web portal. Once you’re finished, return to your thermostat and tap Finish at the bottom right corner to complete registration.
Page 59: How to adjust the comfort settings The ecobee comes with three default comfort settings. Each comfort setting can be edited for temperature, fan mode, and if participating sensors are part of the configuration. To access, select: MAIN MENU → COMFORT SETTINGS.
Page 60: 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 thermostat and the mobile app. If you are looking to create a custom Comfort Setting, you'll need to do so through the Web Portal or the mobile app. Go to the schedule tab from the main menu: MAIN MENU → SCHEDULE. You will see the schedule for the day. Tap on any of the days listed at the top to view your schedule for that specific day. If you wish to change the start time of a particular activity, simply tap on the activity (Home, Away, or Sleep) and adjust the time. The ecobee will maintain this activity/Comfort Setting until your next scheduled activity begins.
Page 61: If you wish to add a new Comfort Setting into your schedule, click the + icon in the top right corner. You will be given the option to choose between your programmed Comfort Settings. Select the Comfort Setting you wish to add and tap Next in the bottom right corner. Choose the time you would like to set for the Comfort Setting, then tap Save in the bottom right corner. You will now see the Comfort Setting you have added to/adjusted in your schedule. If you would like to copy the schedule for this specific day throughout the rest of the week, select COPY [WEEKDAY] at the bottom. You cannot schedule two instances of the same Comfort Setting back-to-back.
Page 62: You will then be able to select the days you wish to copy this schedule over to. Tap Save in the bottom right corner. Success! You have now programmed your ecobee's schedule. You can adjust your schedule at any time by simply repeating the process above. The ecobee will now follow your schedule and maintain your pre-programmed Comfort Settings. Unless you place a hold by manually adjusting the temperature on the thermostat, through the app or other APIs.
Page 63: 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 heating or cooling temperature. This helps protect your home from frozen pipes or extreme heat damage so you can truly relax and unwind on your trip. From the Home screen, select MENU → VACATION. Select the + symbol to add a vacation. Enter the Start and End dates and times of your vacation. You can then customize your minimum and maximum threshold temperatures by tapping Vacation Settings. The ecobee will ensure that when your vacation ends, it reverts to your regular comfort settings and schedule. Scheduling a vacation can also be completed from the mobile app or web-portal.
Page 64: Using a hold setting on the ecobee thermostat allows for manual temperature adjustments that override the scheduled set point. The thermostat will remain in hold mode until manually cancelled or until a preferred hold action setting takes effect. Hold actions can be set by changing the temperature on the thermostat or app, using the Quick Changes menu, or through third-party apps. Manual changes through the quick changes menu will result in indefinite holds that require manual cancellation. When in hold mode, sensors will follow the sensor participation of your home comfort setting, which is hardcoded and cannot be changed. Hold preferences can be adjusted to last for 2 hours, 4 hours, until the next scheduled activity, until changed, or decided at the time of change. To change hold preferences, navigate to the main menu, settings, preferences, and hold action. Cancelling a hold is simple; tap the X on the thermostat or select the Cancel option in the app. By cancelling the hold, the thermostat will return to the scheduled settings.
Page 65: How to adjust the preferences on your ecobee thermostat: To access these settings, select MENU > SETTINGS > PREFERENCES. Temperature display: Configure your ecobee thermostat to display the temperature values in Fahrenheit or Celsius. Heating/Cooling ranges: Configure your ecobee thermostat to only display a specific heat and/or cool set point range. This prevents users from selecting values outside the displayed range.
Page 66: Thermostat name: Customize the name of your ecobee thermostat to suit your needs. This is useful if you have multiple systems or zones. Screen brightness: Customize the brightness of your ecobee thermostat's screen. The brightness of both the active and standby screens can be configured independently. Active to standby screen timer: Configure how long it takes for the standby screen to activate after you have finished using the ecobee thermostat. Hold action duration: Configure how long a manual change to the set point will remain in effect. Select Main MENU > SETTINGS > PREFERENCES to access various settings. You can adjust the values of the active and standby screen brightness. Select Screen sleeps when I sleep if you want to make the screen blank during the Sleep activity period. Adjust the activation time for the standby screen as required. Select the hold action from the list to determine how long a manual change will last. Choose from options such as 2 hours, 4 hours, or until the next scheduled activity.
Page 67: Smart Recovery: Your ecobee thermostat learns how your heating and cooling system works, considering weather and historical performance to reach the scheduled set point on time. To enable Smart Recovery, select Main Menu, then Settings, and Preferences. Access Control: Control who can adjust your ecobee, useful for preventing unauthorized changes. To access the Access Control menu, go to Main Menu, then Settings, and Enable Security Code.
Page 68: From here, you will be allowed to set a 4-digit code and set which features you would like to restrict. All: This will prevent someone from adjusting any of the settings previously listed. Temperature and Quick Changes: This will prevent someone from adjusting the temperature set point and accessing the Quick Changes menu. System Mode: This will prevent someone from changing the system mode on your ecobee. Schedule: This will prevent someone from making any adjustments to your ecobee’s schedule. Vacation: This will prevent someone from creating a vacation schedule or adjusting any pre-existing vacation schedule. Other Settings: This will prevent someone from adjusting the thermostat settings, including date and time, preferences, Wi-Fi configuration, and resetting the ecobee’s equipment settings.
Page 69: How to control your HVAC system's fan Ecobee thermostats can control your fan in a variety of ways to maximize your comfort. Fan Control in Heat Mode: You can choose either the ecobee thermostat or your furnace to control your system's fan during furnace/aux heating cycles. Set to ecobee thermostat: Your ecobee will energize the fan directly during heating cycles. Set to HVAC: Your ecobee will relinquish control of the fan to the furnace during heating cycles.
Page 70: Fan minimum on time allows you to define the minimum amount of time each hour that the system fan will run. This feature is useful for circulating air throughout your home automatically outside of heating or cooling cycles. The ecobee will divide the selected fan minimum on time throughout each hour. If the fan minimum on time is set for 15 minutes or lower, the fan will operate in two separate segments across the hour. If set for 20 minutes or higher, the fan will run in four equal segments across the hour. The length of any heating or cooling cycle will be deducted from the fan minimum on time. To adjust this setting, go to MAIN MENU > SYSTEM > FAN. If you have a hold on your thermostat, you must cancel it before applying the new fan minimum on time value. After adjusting, you can set a hold again. From the Quick Changes menu, you can switch the fan to ON, overriding the schedule.
Page 71: With the release of firmware version 4.6.25 and up, the Quick Changes menu has changed to accommodate new features. The ability to set timed Fan Holds rather than having to set the fan to ON until cancelled/toggled back to Auto. The ability to set a specified fan speed if your ecobee is configured for multi-speed fan support. Fan Holds can be set for the following durations: 15 minutes, 30 minutes, 45 minutes, 1 hour, 2 hours, or Indefinitely. To use this new feature, tap the Quick Changes menu icon. Tap the Fan Hold button. Using the horizontal slider, select a preferred time duration for the fan to run in ON mode. (Optional) If you have multi-speed fan capability on your ecobee, select a fan speed from the menu below. Your ecobee should now say Fan on until followed by the end time of the fan Hold. If there was a Hold on the thermostat prior to the Fan Hold being placed, the thermostat may not display the expected Fan on until text.
Page 72: Heat/cool dissipation time refers to the duration the fan continues to run after a heating or cooling call. The default setting is Auto, allowing the furnace to determine when to turn off the fan. The fan may run for several minutes post-call to expel remaining air in the ducts. Setting the time to 0 will turn off the fan immediately after the heating or cooling call ends. This option is only adjustable through the thermostat interface, not via mobile apps or web portal. The ecobee can control fan mode for specific comfort settings like Home, Away, and Sleep. There are two modes of fan operation: Auto and On. In Auto mode, the fan runs during equipment calls and to meet the Fan Minimum On Time. In On mode, the fan runs continuously until stopped or a Comfort Setting with Auto fan settings is activated.
Page 73: 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 mode, the ecobee will display two set points—one for heating and one for cooling. The cooling set point is blue while the heating set point is orange. To enable this system mode, go to MAIN MENU > SETTINGS > INSTALLATION SETTINGS > THRESHOLDS > AUTO HEAT/COOL and select Enable.
Page 74: Once enabled, you should be able to activate Auto either by tapping on the system icon above the thermostat temperature reading on the main screen or by going to MAIN MENU > SYSTEM > HVAC. If the temperature goes above the blue cooling set point, the ecobee will turn on your cooling equipment to lower it down to the desired level. In the same way, the ecobee will turn on the heating equipment should the temperature drop below the heating set point. The minimum allowable gap between the two set points is determined by the Heat/Cool Min Delta threshold. You can edit this by going to MAIN MENU > SETTINGS > INSTALLATION SETTINGS > THRESHOLDS.
Page 75: How to set reminders & alerts on your ecobee thermostat When an alert is generated, it will appear on the screen of your ecobee and you'll also receive a notification in your mobile app and email. Reminders let you know if you need to service your heating and cooling system and when to perform periodic maintenance. Alerts let you know if you’re heating and cooling equipment isn’t performing as it should. To view your Reminders and Alerts on your thermostat or mobile app, select Reminders & Alerts from the Main Menu. You can view and configure your Reminders and Alerts on your thermostat or mobile app by selecting Reminders & Alerts from the Main Menu or on the web portal under the Reminders & Alerts tile. HVAC Service: The HVAC Service reminder generates an alert telling when regularly scheduled maintenance is required. Furnace Filter: This will create an alert for cleaning or changing your furnace filter. UV Lamp: Create a reminder for cleaning or replacing your system’s UV lamp. Low Temp Alert: To prevent home damage due to freezing you can set a Low Temperature Alert. High Temp Alert: To prevent home damage due to excessive heat you can set a High Temperature Alert.
Page 76: Aux outdoor temp alert: You can configure your ecobee4 to generate an alert if the auxiliary heat is called for when the outdoor temperature exceeds this programmed set point. Low/high humidity alert: Sets the percentage of relative humidity at which your ecobee4 will generate a Low/High Humidity Alert. Display alerts on thermostat: Select ‘No’ if you do not want any of the alerts to be displayed on your thermostat screen. Enable heating/cooling alerts: Select ‘No’ to disable alerts for heat/cool error conditions. If disabled, alerts indicating that the system failed to heat or cool will not appear in the screen, web portal, or emails.
Page 77: SmartSensors: Setup guide and FAQs The SmartSensor is designed to supplement the temperature and occupancy sensor built into your ecobee thermostat. Install these portable powerhouses throughout your home for comfort in the rooms that matter most. See your SmartSensor readings remotely with the ecobee app or the web portal. SmartSensor captures and sends more occupancy and temperature data more often with faster transmission speeds. Brand new curved front face optimizes sensor's field of view for improved occupancy detection. Enhanced occupancy sensor pet immunity to prevent false readings triggered by pets. Powered by a bigger battery (CR-2477) for an improved battery life of 5 years. Improved pairing range between the SmartSensor and thermostat. Sensor attaches to its satin-steel stand magnetically and clicks into the adhesive wall-mount. Compatible with ecobee thermostats SmartThermostat with voice control, ecobee4, ecobee3 Lite, and ecobee3.
Page 78: 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. Using SmartSensor along with your ecobee can help you achieve a more balanced temperature throughout the home by minimizing hot or cool spots. Every time you pair a SmartSensor to your ecobee thermostat you'll be asked which Comfort Settings you'd like it to participate in. In order to best detect occupancy changes, the best placement for a SmartSensor is about four feet off the ground in a location that is facing the entire room. Avoid locations that may have the sensor come into contact with any external factor that may influence its readings. How do I mount a SmartSensor on a wall? Simply attach your sensor to an interior wall with the included adhesive wall mount. You may use a #4-22 flat head Phillips screw to mount SmartSensor. The screw should be 1” long to go through drywall.
Page 79: SmartSensor detects both temperature and occupancy and communicates those readings to the thermostat. Occupancy detection uses infrared technology to detect body heat signatures. Occupancy is based on a person's continued presence within a SmartSensor's viewing angle. The enhanced occupancy sensor has pet immunity to prevent false readings triggered by pets. SmartSensor uses 915MHz radio waves for secure, energy-efficient communication with the thermostat. The range of SmartSensor is up to 60 ft, but barriers may lower this range. The viewing angle is 140° horizontal and 100° vertical, with occupancy sensor accuracy up to 20 feet. For optimal placement for pet immunity, wall-mount at a height of 6.5 ft. For optimal temperature readings, set the sensor at a height of 4 ft. SmartSensor is powered by a single CR-2477 coin-cell battery with a lifespan of up to five years.
Page 80: Where can I see the status of each SmartSensor? Go to MAIN MENU → SENSORS on the thermostat, the ecobee app or the Web Portal and look for the following icons: The sensor is currently active/participating. The sensor is currently inactive/not participating. The sensor is not connected and not participating. Pairing a SmartSensor: Pairing prerequisites: an ecobee account, the ecobee mobile app, and a Wi-Fi connection. Option A: Open the ecobee app, on the app Home Screen, tap the + sign in the top-right corner, select Sensor, then SmartSensor.
Page 81: From your thermostat's Home Screen in the ecobee app, go to Main Menu > Sensors, tap Add Sensors, and select SmartSensor. Tap Let's get started to begin.
Page 82: Scan the QR code on the sensor's pull tab with your wireless device's camera. Optionally, enter the pairing code manually by selecting Manually enter code at the bottom of the screen. Enter the 8-digit pairing code listed on the inside of your SmartSensor's battery compartment. When you are done, replace the battery, secure the cap, and tap Next. The Next button will be greyed out until the 8-digit pairing code is correctly inputted.
Page 83: Pull the tab to pair. If pairing is successful, you will be able to move on to the next screen. If it is not, consider the following troubleshooting tips. Select a name for your sensor from the list or give your sensor a unique name.
Page 84: If you have more than one ecobee thermostat, select which thermostat you want to pair the sensor to. Tap to choose which Comfort Settings you would like your sensor to participate in, and which to exclude it from. When a sensor participates in a Comfort Setting, its temperature readings are used in tandem with the thermostat’s readings to calculate an average temperature across multiple rooms. If you're unsure what Comfort Settings you'd like your SmartSensor to participate in, leave all of the boxes checked for now. You can always change participation settings later by going to Main Menu > Sensors. Tap Done to finish or select Add another device. It may take up to 3 minutes for your sensor to become available. To unpair a SmartSensor or Room Sensor, select the hamburger menu from your thermostat's Main Menu. Tap on the sensor you'd like to remove and select the trash icon, then select Unpair.
Page 85: 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. Comfort Settings ensure your home is the right temperature during specific activities in your schedule. You can create additional custom Comfort Settings via the Web Portal and in the app. Each Comfort Setting must have at least one participating sensor. Customize your comfort by adjusting your sensor participation settings. You might decide that the only sensor you want to include in your Sleep Comfort Setting is the one in your bedroom. During the busiest time of day, you may want to have multiple sensors participating. You can change your Participation Settings in the app or on the thermostat itself.
Page 86: Comfort settings can be adjusted by tapping the desired setting. Participating sensors are part of the comfort settings.
Page 87: SmartSensor participation FAQ’s: How does my ecobee thermostat manage sensor participation when it's changing from one Comfort Setting to the next? Your ecobee makes the transition from one Comfort Setting to the next gradually, usually taking about 30 minutes. How does sensor participation work when I adjust the temperature manually? Adjusting the temperature activates your Home Comfort Setting, averaging out the temperature readings from each SmartSensor participating in that Comfort Setting. Good to know: A Manual Hold continues until you cancel it, and you can adjust this setting in the preferences menu. When a SmartSensor isn't participating in a Comfort Setting, it still reports the temperature to the thermostat, but the reading isn't used to determine the average home temperature. How can I tell which sensors are participating in the current Comfort Setting? You can check the participation status of sensors in the main menu under sensors on the thermostat, app, or web portal.
Page 88: Smart Home/Away With Smart Home/Smart Away enabled, your thermostat automatically overrides your schedule for comfort or savings based on occupancy. Smart Home/Away works independently of the sensor participation rules set up for Comfort Settings. It acts upon the occupancy readings from all sensors, not just those participating in the scheduled Comfort Setting. Smart Home and Smart Away cannot be triggered during a scheduled Sleep period. Smart Home tracks your household's comings and goings to set the temperature for comfort or savings. Smart Home switches on your Home Comfort Setting when someone is detected home during a scheduled Away period. Smart Home will stay in effect until two hours pass with no occupancy detected, it is cancelled, or the next scheduled Comfort Setting starts. Smart Home uses your Home Comfort Setting's hot and cold set points. Smart Away overrides your usual schedule when no occupancy is detected during a scheduled Home period. Smart Away runs until occupancy is detected or until the start of the next scheduled Away period.
Page 89: What temperature set points are in effect when Smart Away is running? Since your ecobee thermostat knows that it will have to recover the temperature gap should you return, it sets the temperature to where it can quickly get your home back to your Home Comfort Setting set points while still conserving energy. How to enable Smart Home/Away On your thermostat's screen or in the app, go to: MAIN MENU → SENSORS → SMART HOME/AWAY → set to Enable. How to tell when Smart Home or Smart Away is active Look for the following indicators on your thermostat: Smart Home, Smart Away, Follow-me mode. Working hand-in-hand with your Comfort Settings, Follow Me mode allows you to target comfort where it matters most. When Follow Me mode is enabled your thermostat takes the temperature and occupancy readings from each of the sensors participating in the scheduled Comfort Setting. Ranks them according to where you’re spending the most time. Based on the rankings, calculates the optimal home temperature for the active Comfort Setting.
Page 90: How to enable Follow Me mode Go to MAIN MENU → SENSORS → FOLLOW ME → set to Enabled from your thermostat's screen or in the app. When Follow Me is disabled, the ecobee will follow your sensor participation rules assigned to each Comfort Setting. In the Sleep period when no motion is detected, Follow Me defaults to averaging temperature across the selected sensors in your network. If none of your participating sensors report motion for 30 minutes, your ecobee will set the temperature based on the average of all participating sensors. If you walk by a sensor and it detects occupancy, the weight your ecobee assigns to that single reading in calculating the home temperature will be low. Follow Me includes participating sensors that have detected occupancy within the past 30 minutes. Adjusting the temperature on your thermostat or in the app with the temperature slider activates the Home Comfort Setting. When Home is active, the sensors participating in that Comfort Setting participate in Follow Me mode. To cancel a Manual Hold and resume your scheduled Comfort Setting, tap the X icon on your ecobee's Home Screen. Using the app? Press Cancel on the thermostat Home Screen.
Page 91: How to access threshold settings Thermostat HVAC settings for all system types Using AC Overcool Max to reduce humidity Minimize the use of Aux Heat with a heat pump What does the exclamation mark with the flame icon mean? Thermostat HVAC settings & manual staging options What is eco+ and how it works What do the various icons mean of the thermostat? Wiring diagrams Conventional HVAC systems with no C-wire available
Page 92: Adding an HVAC accessory includes instructions for including a float switch, 1-wire dehumidifier/humidifier, 2-wire dehumidifier/humidifier, and a ventilator. Duel transformer HVAC systems can be configured with various combinations of boiler and AC stages. Threshold settings allow configuration of HVAC equipment for efficiency and damage prevention. Adjustments to threshold settings can only be made on the ecobee device itself. It is recommended to contact ecobee Support if unfamiliar with HVAC equipment capabilities before making adjustments. To access the thresholds menu on the thermostat, navigate through the main menu to settings, then installation settings, and finally thresholds.
Page 93: Automatic and manual threshold staging is introduced with the latest firmware upgrade. The thresholds page may look different after the upgrade, and the ecobee will automatically update if it hasn't yet. The firmware version includes minor adjustments to the threshold menu, allowing for automatic or manual staging configuration. Automatic staging is set by default on new installs for a user-friendly experience. Manual configuration allows customization of values such as dissipation time, temperature deltas, and runtimes for heating and cooling equipment. Manually managing settings is an advanced way to optimize equipment for specific requirements. Automatic staging optimizes equipment based on the 'savings vs comfort' setting.
Page 94: Automatic staging with a heat pump system allows for various optimization options. The Aux Savings Optimization menu presents several settings: Minimum (0.5F / 0.3C) sacrifices savings for comfort. Basic (1F / 0.5C) sacrifices a bit of savings for comfort. Balanced (1.5F / 0.8C) optimizes for savings and comfort. Super (2F / 1.1C) sacrifices a bit of comfort for savings and is the recommended setting. Maximum (2.5F / 1.4C) sacrifices comfort for savings. Previous threshold settings on your thermostat remain unaffected when using automatic staging. You can test the automatic staging function without losing previous configurations. During Away periods, an additional degree differential will be added to your set temperature for heating or cooling decisions.
Page 95: Using AC Overcool Max to reduce humidity AC Overcool Max can help reduce excessive humidity in your home even if you do not have a dehumidifier installed. It helps to decrease the humidity level in your home by continuing to run your cooling beyond your comfort setting. This threshold setting can be accessed and configured through the main menu. Specify how many degrees your A/C system should overcool the home. Set your desired humidity point by enabling the dehumidify option in the system settings. By enabling this threshold, your air conditioning system will overcool your home. It will stop once it reaches your overcool max setting or until the humidity set point is reached. Running a longer cooling cycle will bring down the humidity level in your home.
Page 96: Minimize the use of auxiliary heat with a heat pump. There is a setting in your thresholds section that you can change. Most likely it is set to default at the moment. You can manually enter a higher differential to avoid the auxiliary heat coming on for a certain time or temperature difference. It is recommended to set a value for these thresholds first. This can be done by going to MENU → SETTINGS → INSTALLATION SETTINGS → THRESHOLDS → CONFIGURE STAGING MANUALLY → COMP TO AUX DELTA. The 'COMP TO AUX DELTA' option is asking for how many degrees the indoor temperature should drop before using the auxiliary heat.
Page 97: For heat pump systems, it's crucial to understand the minimum outdoor temperature for operation. The thermostat will lock out the heat pump and switch to auxiliary heat if the outdoor temperature is too low. The default setting for the minimum outdoor temperature is 35F (1.7C). When the weather is below 35 degrees Fahrenheit, only auxiliary heat will be used. To avoid short cycling and increase equipment efficiency, adjust the heat differential temperature. This can be done by accessing the installation settings in the menu. Setting a higher value for heat differential temperature allows the system to turn on for a larger temperature drop. Reducing short cycling improves overall system efficiency.
Page 98: 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 icon in Auto mode. One of these icons will appear when the following conditions are met: The ecobee has attempted to call for Aux Heat due to the Compressor to Aux Maximum Runtime or Compressor to Aux Temperature Delta settings. The outdoor temperature is higher than your Aux Heat Maximum Outdoor Temperature threshold. Tapping the icon and then tapping Learn More provides further information, as well as two options: Override For 2 Hours: Tapping this will ignore the Aux Heat Maximum Outdoor Temperature setting for 2 hours and will utilize the Aux Heat. Modify: Tapping this will bring up a separate screen that will allow you to change the Aux Heat Maximum Outdoor Temperature threshold value.
Page 99: Thermostat HVAC settings for all system types: These settings can be accessed by selecting MENU → SETTINGS → INSTALLATION SETTINGS → THRESHOLDS. Auto Heat/Cool: This setting allows you to set your system mode to “Auto.” In Auto mode, the thermostat will engage both your heating or cooling as necessary. Heat/Cool Minimum Delta: The minimum temperature difference between the desired Heat and Cool set points in Auto mode is set to 5°F/2.8°C by default. Heat Dissipation Time: The amount of time the fan will continue to run once the heat is turned off is set to auto by default. Cool Dissipation Time: The amount of time the fan will continue to run once the cooling is turned off is set to auto by default. Heat Differential Temperature: The minimum temperature differential before engaging heat is set to 0.5°F/0.3°C by default. Cool Differential Temp: The minimum temperature differential before engaging cooling is set to 0.5°F/0.3°C by default. During Away periods or Custom Comfort Settings set to I'm Usually Away, an additional 1°F/0.6°C degree differential will be added to your set temperature when deciding to call for heating.
Page 100: Heat minimum on time is set to 300 seconds (5 minutes) by default. AC overcool max allows the air conditioner to overcool to decrease humidity. Temperature correction can be adjusted by + or – 10 degrees for accuracy. Humidity correction can be adjusted by + or – 10% for accuracy. Thermal protect defines the minimum temperature reading difference between sensors. Compressor minimum cycle off time is set to 300 seconds (5 minutes) by default. Compressor minimum on time is set to 300 seconds (5 minutes) by default. Compressor min outdoor temperature is set to 35°F/1.7°C by default. Running the compressor below its safe temperature can damage the equipment. Auxiliary heating engages when outdoor temperature drops below the compressor's minimum setting.
Page 101: Compressor Stage 2 Temperature Delta is the minimum number of degrees from the desired temperature 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 two-stage compressor. Compressor Reverse Staging requires enabling the Compressor Stage 2 Temperature Delta threshold setting and setting a temperature value. The ecobee will run the second stage of your compressor if the current temperature exceeds the designated value. Compressor Stage 1 Max Runtime is the maximum number of minutes running stage 1 before engaging the second stage of the compressor. Two Stage Furnace Settings include Heat Stage 2 Temperature Delta, which is the minimum number of degrees from the desired temperature before engaging the second stage of furnace heat. Heat Stage 1 Max Runtime is the maximum number of minutes running stage 1 before engaging the second stage of the furnace. Aux Heat Max Outdoor Temperature indicates the outdoor temperature above which the auxiliary heat will not run. Aux Heat Minimum On Time is the minimum amount of time your auxiliary heat will stay on during a call for aux heat, set to 300 seconds by default. This setting prevents your aux heat from short cycling, so it is recommended to leave it at 300 seconds.
Page 102: Compressor to Aux Temperature Delta defines the minimum degrees from the current temperature to the desired temperature before engaging auxiliary heat. Compressor to Aux Runtime specifies the minimum minutes the compressor will run before switching to auxiliary heat. Compressor to Aux Temperature Delta takes precedence over Compressor to Aux Runtime. Aux Stage 2 Temperature Delta indicates the minimum degrees from the desired temperature before engaging the second stage of auxiliary heat. Aux Reverse Staging requires enabling the Aux Heat Stage 2 Temperature Delta threshold setting. The ecobee will run the second stage of aux heat if the current temperature exceeds the Aux Heat Stage 2 Temperature Delta value. Aux Stage 1 Max Runtime sets the maximum minutes since engaging the first stage of aux heat before engaging the second stage. These options are only available if there are two stages of auxiliary heat. If enabled, Aux Reverse Staging will cancel out Aux Heat Stage 1 Max Runtime. Adjusting these settings may help reduce Aux heat running alerts.
Page 103: What is eco+ and how does it work? Eco+ is a suite of smart features that helps improve energy efficiency and save on energy bills while enhancing comfort. How do I know when eco+ is active? The eco+ icon will appear on your smart thermostat’s home screen and mobile app when active. What are monthly reports and how are eco+ savings calculated? Monthly emails detail energy consumption, system run time, and savings compared to the community. Can I use one eco+ feature without using the others? You can customize your eco+ experience, enabling or disabling features to suit your lifestyle. Time of Use and Community Energy Savings are not available in all areas. Availability depends on local utility rate plans and programs.
Page 104: 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 preferences. You have total control over your eco+ experience: you can leave it turned on after registering your thermostat or disable it. You can also customize your eco+ experience with the slider in the eco+ settings. eco+ consists of five features: Smart Home & Away, Schedule Assistant, Time of Use, Community Energy Savings, and the ability to adjust temperature for humidity. You can selectively enable or disable each feature, giving you full control of your experience. Disabling eco+ features may impact your overall eco+ savings. Time of Use and Community Energy Savings are not available in all areas. The availability of these features depends on local utility rate plans and utility programs.
Page 105: 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. Eco+ finds opportunities to lower your energy bill when it's dry in summer and when it's humid in winter. Eco+ averages out humidity data over the past 10 days to calculate the adjusted temperature. When humidity is high, any given temperature will feel warmer than it normally would, leading to energy savings in winter. When humidity is low, any given temperature will feel cooler than it normally would, helping you save energy in summer. The eco+ icon will appear on the screen when humidity affects the temperature reading by more than 1ºF. Disabling eco+ for the day will turn off this feature until midnight. You can enable or disable eco+'s ability to adjust the temperature for humidity at any time from your eco+ settings in the ecobee app. The eco+ ability to adjust temperature for humidity lives on the thermostat itself, remaining active even if the thermostat is offline. This feature is not affected by the eco+ comfort preference slider.
Page 106: Time of Use can save you money by intelligently precooling or preheating your home when electricity is less expensive. The Time of Use feature is only applicable if the price you pay for electricity varies based on the time of day. If you would like to benefit from the Time of Use feature, please contact your utility provider and request to be switched to a rate plan with variable electricity pricing. A list of utilities and rate plans will be displayed if your home is in an area where Time of Use rates are in effect. Your utility rate plan can be found on your bill or through your utility account details online. If you are unsure if you are on a Time of Use rate plan, please contact your utility provider's customer care team. Once you have selected and saved a rate plan, Time of Use will be activated in the following 24-hour period. During time of use periods, eco+ will preheat or precool your home at times of day when electricity is less expensive. When electricity gets more expensive, a setback will be applied to consume less energy. The duration of precooling or preheating is customized to each home based on historical thermal data.
Page 107: The depth of the precool, preheat or setbacks depends on your eco+ slider preferences. These depths are relative offsets applied on top of the existing setpoint of the home. Here is the current relationship between eco+ slider values and precool, preheat and setback. Tip: If you skipped setting up Time of Use when you were setting up eco+, you can always set it up later from the eco+ settings, by toggling the Time of Use slider to on. By editing Utility information under Home settings.
Page 108: The eco+ icon will show on the thermostat screen or mobile app thermostat view any time Time of Use is precooling, preheating, or applying a setback. If you disable eco+ for the day, Time of Use will be disabled until midnight. You can enable or disable Time of Use at any time from your eco+ settings. Time of Use events are generated through the server, which means that the thermostat must be connected to the internet for this feature to work. In order to set up Time of Use, your home address must have a valid ZIP or postal code. If you are with a time of use electricity rate but your utility or rate plan is not available on the app, please contact us and we will add it shortly.
Page 109: Community energy savings helps reduce electricity usage during peak demand periods. Enrolling allows your utility provider to send energy events to your thermostat through eco+. Temperature adjustments in your home may occur during these events, which happen a few times a year. Some utility partners offer rewards for participating in community energy savings programs. To check eligibility for rewards, enable Community Energy Savings in the app and follow the instructions. Contact your utility provider to disable Community Energy Savings and be removed from the program. Pending rewards may occur if personal information in the ecobee app does not match your utility's records. During energy savings events, your thermostat will precool your home to maintain comfort. The duration of precooling is customized based on historical thermal data for your home. You can opt out of energy savings events at any time by setting a hold or ending eco+ for the day.
Page 110: The depth of the precool, preheat or setbacks depend on your eco+ slider preferences. These depths are relative offsets applied on top of the existing setpoint of the home. Here is the current relationship between eco+ slider values and precool, preheat and setback. Tip: If you skipped setting up Community Energy Savings when you were setting up your thermostat, you can always set it up later from the eco+ settings, by toggling the Community Energy Savings feature to on by editing Utility information in Home settings.
Page 111: Community Energy Savings reduces reliance on peaker plants, which are expensive and harmful to air quality. By spreading out electricity load, it minimizes the need for new peaker plants. The eco+ icon indicates when Community Energy Savings is active. Disabling eco+ will turn off Community Energy Savings until midnight. Energy savings events require the thermostat to be connected to the internet. Events may not be received if ecobee is not partnered with your utility. Smart Home & Away adjusts temperature for energy savings when you are not home. Smart Home & Away remains active even if the thermostat is offline. Changes are being made to improve the Smart Home & Away feature. Access to Smart Home & Away settings is available through the mobile app for thermostats purchased after March 26, 2021.
Page 112: Customizing your thermostat schedule is the easiest way to lower your energy bill. Schedule Assistant detects that your thermostat schedule isn’t matching up with your actual routine and recommends a new schedule. By using your ecobee occupancy sensors, Schedule Assistant detects patterns of occupancy over the course of the last five weeks. Schedule Assistant will send you an email if those patterns do not match the schedule programmed in your thermostat. You can select the recommendations that are valid and ignore the ones that aren't. If you are using an ecobee3 Lite, the ecobee SmartSensor will need to be purchased separately to use this feature. Once activated, it may take a recommendation up to a few days to be reflected in your schedule. Schedule Assistant will be available directly on the ecobee app and schedule changes will be applied instantly.
Page 113: Pause when open feature saves money and energy by pausing heating or cooling when a door or window with a SmartSensor is open for more than 5 minutes. A notification is sent indicating which door or window is left open. Heating and cooling resumes automatically when the door or window is closed for 30 seconds. The eco+ icon appears on the app and thermostat when the system is paused. Users can override the automation via the push notification or by clicking the eco+ icon. It is possible to select which sensors participate in this feature, with all sensors included by default. Unselecting all sensors will disable the feature completely.
Page 114: How do I access this feature? This feature is only available to Haven customers who have a SmartSensor for doors and windows. This feature may take up to 24h to become active once you subscribe to Haven during weekdays and 72h during weekends. If you have a Smart Sensor for doors and windows but are not a Haven customer yet, you will be able to see this feature appear under your eco+ settings. Note: this feature is not affected by the eco+ savings preferences slider. No, your Smart Sensor will appear under the eco+ feature regardless of what you paired it with. If the thermostat is not connected to the internet, the HVAC will not pause when the sensor is open for more than 5min. However, once internet returns it will engage immediately and the HVAC will pause. If a Smart Sensor is open and triggers the thermostat to pause, and then the internet is lost, the HVAC will still resume when the sensor is closed.
Page 115: What do all the icons on my ecobee mean? Comfort setting icons Alert icons
Page 116: Home screen icons Menu icons Navigation & button icons
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Page 119: Wiring diagrams Diagram 1. Furnace (1-stage) + AC (1-stage) using PEK Diagram 2. Furnace (2-stage) + AC (1-stage) using PEK
Page 120: Diagram 3 shows a furnace with one stage and an air conditioner with two stages using PEK. Diagram 4 illustrates a furnace with two stages and an air conditioner with two stages using PEK.
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Page 122: Diagram 7 illustrates a furnace with a 1-stage system combined with a 2-stage air conditioning system. Diagram 8 shows a furnace with a 2-stage system paired with a 2-stage air conditioning system.
Page 123: Diagram 9 shows a heat pump (1-stage). Diagram 10 illustrates a heat pump (1-stage) using PEK.
Page 124: Diagram 11 shows a heat pump with a two-stage system. Diagram 12 illustrates a two-stage heat pump using PEK.
Page 125: Diagram 13 shows a heat pump with one stage and auxiliary heat with one stage. Diagram 14 illustrates a heat pump with two stages and auxiliary heat with one stage.
Page 126: Diagram 15 illustrates a heat pump with two stages and auxiliary heat also with two stages. Diagram 16 shows a one-stage heat pump with one-stage auxiliary heat using a PEK.
Page 127: Diagram 17 illustrates a heat pump with two stages and auxiliary heat with one stage using PEK. Diagram 18 shows a heat pump with two stages and auxiliary heat with two stages using PEK.
Page 128: A float switch will prevent the AC from running if the drain pan is full of water or condensation pump motor fails.
Page 129: Diagram 21 shows how to include a 2-wire dehumidifier or humidifier. Diagram 22 illustrates how to include a ventilator, HRV, or ERV.
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Page 131: Diagram 25. Boiler (2-stage) + AC (2-stage) – 2 Transformers
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