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The ecobee Smart Thermostat has been designed in partnership with HVAC contractors to ensure the installation process is simple and efficient. This step-by-step Installation Manual will walk you through all aspects of the installation.
To ensure an on-going service relationship with your customers, please register all of your ecobee Smart Thermostats in your Contractor Portal.
-The ecobee Team-
Our technical support team is available to answer your questions at 1.877-9-ecobee (1.877.932.6233), or via email at support@ecobee.com.
This product is intended to be installed by trained service professionals
This manual explains the procedures for installing the ecobee Smart Thermostat. Please read it carefully before beginning the installation.
For information on how to operate the ecobee Smart Thermostat, please see the ecobee User's Manual.
The ecobee Smart Thermostat consists of two parts (see images below):
ecobee is designed to operate low-voltage heating and cooling systems. It is not designed for use with linevoltage or millivolt heating and cooling systems. ecobee supports control of up to four heating stages and two cooling stages. It also supports control of humidifiers, dehumidifiers, heat-recovery ventilators and energy-recovery ventilators.
Equipment Description
Gas/Oil/Electric heating (up to three stages) | Yes |
Heat pump with auxiliary heat (up to four stages) | Yes |
Geothermal Heat Pump | Yes |
Duel fuel systems | Yes |
Standard electric cooling (up to two stages) | Yes |
Boilers | Yes |
Central humidifier | Yes |
Central dehumidifier | Yes |
Heat Recovery Ventilator (HRV) | Yes |
Energy Recovery Ventilator (ERV) | Yes |
Sensors with dry contact outputs | Yes |
Temperature ranges
Heat: 45 – 79°F (7 – 26°C)
Cool: 58 – 92°F (14 – 33°C)
Display: 40 – 100°F (5 – 37°C)
Sensitivity: +/- 1°F (0.5°C)
Equipment Interface Operating: -40o to 160oF (-40o to 70oC)
Thermostat Operating: 32o to 130oF (0o to 55oC)
Humidity Range
Humidify: 20 to 50% R.H
Dehumidify: 30 to 60% R.H Display: 0 - 90% R.H
Sensitivity: +/- 2% R.H.
Operating: 5 – 95% R.H non-condensing
Dimensions
Thermostat: 5.5"W x 3.25"H x 1"D (139.5mm H x 82.5mm W x 25mm D)
Equipment Interface: 4.6"W x 10"H x 1.3"D (118mm W x 254mm H x 32mm D)
Power
AC Transformer - 24 VAC - 3VA Minimum (not included)
Battery – CR2032 – 3V lithium coin cell (included),
Power Adaptor - #EB-PS-01 - 120V 50/60Hz to 12V DC 1A (not included)
Wiring Specifications
Refer to this table to determine maximum wire lengths allowed:
Smart Thermostat to Equipment Interface
18 AWG | 20 AWG | 22 AWG |
1250ft/380m | 790ft/240m | 500ft/150m |
Equipment Interface to heating/air equipment
18 AWG | 20 AWG | 22 AWG |
128ft/39m | 80ft/24m | 50ft/15m |
Terminal Description and Electrical Ratings
Terminal | Description | Voltage | Current max |
Y | 1st stage cooling | 30V AC | 3A |
W (O/B) | 1st stage heating (or changeover) | 30V AC | 3A |
G | Fan | 30V AC | 3A |
W2(AUX) | 2nd stage heating (or 1st auxiliary heat) | 30V AC | 3A |
R/H | Heat transformer return | 30V AC | 3A |
R/C | Cool transformer return | 30V AC | 3A |
ACC1 | 1st accessory relay | 30V AC | 3A |
ACC1r | 1st accessory relay return | 30V AC | 3A |
ACC2 | 2nd accessory relay | 30V AC | 3A |
ACC2r | 2nd accessory relay return | 30V AC | 3A |
ACC3 | 3rd accessory relay | 30V AC | 3A |
ACC3r | 3rd accessory relay return | 30V AC | 3A |
IN1 + | Input 1 + | Dry contact only | Dry contact only |
IN1- | Input 1 - | Dry contact only | Dry contact only |
IN2+ | Input 2 + | Dry contact only | Dry contact only |
IN2- | Input 2- | Dry contact only | Dry contact only |
+12v | 12V DC power to Thermostat | 8-14V DC | 600mA |
GND | GND to Thermostat | - | - |
D+ | Data + communication line | - | - |
D- | Data – communication line | - | - |
There are five steps to installing the ecobee Smart Thermostat
To install the Equipment Interface:
To wire the Equipment Interface:
Below are the Equipment Interface Terminal Labels
Please take note that there is a factory installed jumper between R/H and R/C.
Single Stage Heat/Cool with Thrre Accessories
Dual Stage Heat, Single Stage Cool with Three Accessories
Dual Stage Heat/Cool with Two Accessories
Three Stage Heat, Two Stage Cool with One Accessory
Single Stage Heat/Cool, Dual Stage Auxiliary Heat with Humidifer
Dual Stage Heat/Cool, Single Stage Auxiliary Heat with Two Accessories
Dual Stage Heat/Cool, Dual Stage Auxiliary Heat with One Accessory
Dual Stage Furnace with Dehumidifier and Two Stage Heat Pump
Single Stage Cooling with Boiler
Dual Stage Cooling with Boiler
indicates a jumper. Non-powered accessories require a jumper from RH / RC to ACC1, ACC2, ACC3 for a 24V feed.
Remove factory installed jumper
The ideal location for the Smart Thermostat is approximately five feet (1.5m) above floor level in the main living area.
Do not install the Smart Thermostat:
To Install the Smart Thermostat:
Only four wires are needed to connect the Smart Thermostat to the Equipment Interface. If you are replacing a Thermostat, you can use the existing wiring.
Note: Ensure any unused wires do not have exposed bare copper conductors.
Follow these steps to connect the Smart Thermostat to the Equipment Interface:
The Thermostat comes with a factory installed, coin cell battery. When replacing the battery ensure the + side of the battery is facing out and the battery contacts remain in the upright position (not bent underneath the battery).
The battery should snap in easily.
Once you've completed the wiring of the Smart Thermostat and Equipment Interface, you can apply power to the Equipment Interface and restore power to the heating and air conditioning equipment.
There are two methods of powering the Smart Thermostat. You can power it directly from a 24VAC source capable of at least 3VA.
Hard-wired 24 VAC option
The second method requires the optional 120V to 12Vdc power adaptor. Plug the power supply into a standard electrical outlet and plug the barrel connector into the Equipment Interface.
Plug the adaptor into the Equipment Interface
The Equipment Interface has four LEDs to display the status of the system.
If you've wired the system correctly, only the Power LED should be on.
LED arrangement
The LEDs operate as follows:
Power | This LED monitors the power supply of the Equipment Interface. |
LED ON | Power is connected to the Equipment Interface and is within the appropriate voltage range. |
LED OFF | Power is disconnected or has dropped below 9V. |
System | This LED monitors the operation of the Equipment Interface. |
LED ON | There is a fault with the Equipment Interface. |
LED OFF | The equipment interface is operational. |
Line | This LED monitors the power supplied to the Smart Thermostat from the Equipment Interface. |
LED ON | The voltage at the +12V and GND terminal has dropped below 7V. |
LED OFF | Adequate power is being supplied to the Smart Thermostat. |
Communication | This LED monitors the communication between the Smart Thermostat and the Equipment Interface (i.e., the D+ and D- terminals). |
LED ON | The Equipment Interface and Smart Thermostat are not communicating with each other. |
LED OFF | The two devices are communicating properly. |
Once the Smart Thermostat and Equipment Interface are powered up and working correctly, you can begin configuring the system.
The Smart Thermostat uses touch screen technology, so it's easy to navigate – just tap the icons, buttons and lists.
Note: To prevent damage to the touch screen, never use a sharp object such as a pen.
When the screen shows a list setting an arrow on the right, it indicates there are more than two options to choose from.
If there is no arrow, then the list item only has two options. Toggle between options by pressing the list item.
In the various screens, you have three navigation choices:
Press Done to save changes and move to the next screen.
Press Cancel to go back to the previous screen without saving changes.
At any time, press the Home button (found on the right-hand side of the touch screen). This cancels any action and takes you back to the home screen.
If you need to enter data in the form of text, you will be presented with a keyboard.
Pressing the Caps key will allow you to enter capital letters; pressing the 123@ key will change the letters to numbers or commonly used symbols.
Installer Settings let you configure the settings related to the various devices (such as a furnace, air conditioner, humidifier, dehumidifier or ventilator) that are connected to the Equipment Interface.
To prevent accidental modifications to these settings you can enable a 4-digit installer code. This code is pre-programmed to 3262 and can be enabled in the Thresholds option menu.
The Installation Wizard takes you step-by-step through a series of choices regarding the HVAC equipment intended to be connected to the Equipment Interface. Simply answer the questions accordingly and press Next to advance to the next screen. Once completed you will be shown a diagram of the wiring connections that reflects the choices made during the wizard process. You can press Back to go back and make any changes. Once you are satisfied with the setup, press Done.
The equipment setting will allow you to manually configure the various devices that are connected to the Equipment Interface.
Heat Pump
This section allows you to enable and configure up to a 2 stage heat pump. If a second stage is required you must configure an Accessory relay to control that stage
To configure the installer settings:
![]() | From the Home screen, press More. |
![]() | Press Settings and select Installation Settings |
Furnace (Auxiliary Heat)
Allows you to enable and configure up to a 3-stage conventional heat source. If you have selected Heat pump as your primary source, this feature will allow you to configure the auxiliary heat connected to the system.
Air Conditioner
Allows you to enable and configure up to 2 stages of air conditioning. If you require a second stage, you must configure an accessory relay to control that stage.
Staging Method of Operation
The ecobee Smart Thermostat uses a unique method for staging for multi-stage heating or cooling. It uses a combination of intelligent algorithms and past performance to determine when to activate the stages. When there is a call for heat or cool, the system computes how long it would take for the system to reach the desired set point in stage 1, stage 2 or stage 3 accordingly. It will determine the highest stage at which a minimum of 10 minutes of run time is required. It will then automatically start the system at that stage (ie if it calculates that it will take 15 minutes at stage 2 but only 7 minutes at stage 3, the system will immediately turn on stage 2 to meet the set point). If the calculation indicates to start at stage 1, and it takes more than 10 minutes to reach the set point, it will automatically engage stage 2. If stage 2 runs for more than 10 minute without reaching the set point it will activate stage 3. A minimum run time of 10 minutes is used to ensure that proper circulation throughout the system and that minimum cycle times are maintained. For heat pumps with auxiliary heat, the operation of the auxiliary heat will depend on the configuration of the Allow Heat Pump/Auxiliary Heat to Run Simultaneously.
Accessory relays
Accessory relays are generic relays that can be configured to control the following;
This section will allow you to configure the various temperature or time thresholds associated with the heating and cooling equipment. You must configure the required equipment first before setting the thresholds, and only the application thresholds will be shown (i.e. if no air conditioner is configured, you will not see the options related to air conditioners).
Allow Auto Heat/Cool
Enable this option to allow the user to select auto change-over as a system mode.
Heat/Cool Min Delta
The minimum difference between the heat mode set temperature and the cool mode set temperature when the system mode is in auto change-over.
Compressor Settings
Aux Heat Settings
Common Heat/Cool Settings
Advanced Settings
This section will allow you to customize how long each stage will run before the next stage will turn on. You may also program when a particular stage is turned on based on the temperature delta between the set temperature and the current temperature.
Temp Correction
This will allow you to program an offset between what temperature the Thermostat is measuring versus what is displayed. If you find that the temperature where the Thermostat is located does not represent the room temperature, this offset allows you to compensate for that difference.
Installer Code
This option lets you enable or disable 3262 as the installer code.
This section allows you to manually turn on and off the various equipment connected to the Equipment Interface, in order to test the wiring and connections.
If an optional Remote Sensor module is installed this section will display the actual value (in ohms or volts) being read by the module for each individual sensor.
Compressor protection and minimum run-time features are not enforced while in this mode.
In any of the screens within this section, the equipment will turn off when you select Done.
This section allows you to configure the detector inputs on the Equipment Interface. This can be used to connect optional flood sensors, or other leak-detection devices.
Once an input has been triggered, it will generate an alert on the touch screen and send an e-mail if the Thermostat has been registered with a web portal. Each input can be configured as normally open, where a short-circuit between the IN1+ and IN1 will activate the alert, or normally closed, where an open circuit will activate the alert.
To activate any input, select the input and program a name. To deactivate the input, simply delete the name.
(requires optional EB-RSM)
Name
To enable, simply enter a name for this input (i.e. Door sensor). To disable this input delete the name assigned.
Type
This defines the type of input.
Usage
This section allows to configure what function this sensor needs to perform
This feature allows you to view the terminal connections of the equipment interface as determined by the configuration options selected during the installation process.
This section allows you to enter your contact information. It will be displayed to the homeowner in the About menu, when any alert is shown on the touch screen and in his personal web portal. You can enter your:
If you are a registered ecobee contractor, you will have access to your Contractor portal. In this portal, you can enter the serial number of each ecobee Smart Thermostat you install. Once your registered Thermostats are connected to the Internet, your contact information, including your company logo, will be automatically loaded onto them.
Selecting this option will restore all the installation settings back to the factory default. Any user setting (not related to the equipment installed) will remain unchanged.
Selecting this option will reset the entire Smart Thermostat system back to the original factory default settings.
In rare circumstances, static electricity or power surges may interrupt the operation of the Smart Thermostat or Equipment Interface, forcing a hardware reset.
Resetting the Smart Thermostat
You can reset the Smart Thermostat by pressing the hardware reset button, located through an opening in the top left corner of the Thermostat, as shown below. Pressing the hardware reset button will not alter programming or configuration options.
Reset button indicated in solid colour
To configure reminder alerts:
![]() | From the Home Screen, press More. |
![]() | Press Settings and select Reminders and Alerts from the list. |
HVAC Maintenance
The Maintenance reminder generates an alert telling the homeowner that regularly scheduled maintenance is required.
This alert, along with your contact information (if you programmed the information into the system), will be displayed on the touch screen. If the homeowner enrolls with www.ecobee.com, this reminder will be emailed to them and will also appear in their web portal.
Select this item to turn the reminder on or off, to show the date of the last service and to set a reminder interval between 1 and 12 months.
Furnace Filter
The Furnace Air Filter reminder generates an alert for cleaning or changing the furnace air filter.
Select this item to turn the reminder on or off, and to select the reminder interval (in hours or calendar months). This reminder also displays the date of the last filter change.
Humidity Filter
The Humidity Filter reminder generates an alert for cleaning or changing the humidity filter. Select this item to turn the reminder on or off, and to select the reminder interval (in hours or calendar months). This reminder also displays the date of the last filter change.
Dehumidifier Filter
Select this item to turn the reminder on or off, and to select the reminder interval (in hours or calendar months). This reminder also displays the date of the last filter change.
Ventilator Filter
Select this item to turn the reminder on or off to choose the reminder interval in run-time hours or calendar months. You can also check the date of the last filter change.
Note: If a humidifier, dehumidifier or ventilator is not configured in Accessory Relays, these options will not be displayed.
UV lamp
Sets the reminder period for cleaning or replacing the UV lamp. Select this item to turn the reminder on or off and to set the reminder in calendar months. You can also check the date of the last lamp change.
Alerts
The Smart Thermostat can generate alerts when the temperature in the home reaches a pre-programmed level. This protects the home from damage due to freezing and/or excessive heat.
This alert, along with your contact information (if you programmed the information into the system) will be displayed on the touch screen. If the homeowner enrolls with www.ecobee.com, this reminder will be e-mailed to them and will also appear in their personal web portal.
Low Temperature Alert
Select this to set the temperature at which the Smart Thermostat will generate a Low Temperature Alert. The range can be:
Off – no alert will be generated
Set temperature range of 35 – 68°F (1.5 – 20°C).
High Temperature Alert
Select this to set the temperature at which the Smart Thermostat will generate a High Temperature Alert. The range can be:
Off – no alert will be generated
Set temperature range of 76 – 104°F (24.5 – 40°C).
Low Humidity Alert
Select this item to set the humidity level at which the Smart Thermostat will generate a Low Humidity alert. The range can be adjusted to:
Off – no alert will be generated
Set humidity range of 5 – 95% R.H. in 5% increments
High Humidity Alert
Select this item to set the humidity level at which the Smart Thermostat will generate a High Humidity alert. The range can be adjusted to:
Off – no alert will be generated
Set humidity range of 5-95% R.H. in 5% increments
Auxiliary Heat Run-time Alert (optional)
In a heat pump with auxiliary heat configuration, you can program the Smart Thermostat to generate an alert if the auxiliary heat runs for more than this programmed amount of time during a 24-hour period.
Auxiliary Outdoor Temperature Alert (optional)
In a heat pump with auxiliary heat configuration, you can program the Smart Thermostat to generate an alert if the auxiliary heat is called for when the outdoor temperature exceeds this programmed set point (this feature requires an internet connection to function properly)
Enable Alerts to be displayed on console
Select No, if you do not want any of the alerts to be display on the touch screen interface. Alerts will continue to be displayed on the web portal and sent via email.
Enable Heating and Cooling Alerts
Select No, if you do not want the Thermostat to generate the System Failed to Heat or Cool alerts. If disabled, these alerts will not be shown on the Thermostat or web portal and no emails will be sent.
Below is a complete list of alerts. Depending on your configuration, some of these may not apply to your system.
Low Battery | The battery in your Thermostat will need to be changed soon. |
Furnace Air Filter | Your furnace filter needs to be cleaned/changed. |
Ventilator Filter | Your ventilator filter needs to be cleaned/changed. |
uV lamp | Your UV lamp needs to be changed. |
Humidifier Filter | Your humidifier pad needs to be cleaned/changed. |
Comms fault | There is no communication between the Thermostat and the Equipment Interface module. |
low Temp. Alert | The temperature in the home is too low. |
High Temp Alert | The temperature in the home is too high. |
low Humidity Alert | The humidity in the home is too low. |
High Humidity Alert | The Humidity in the home is too high. |
Heat Not Responding | The system has failed to heat the home. |
Cool Not Responding | The system has failed to cool the home. |
Input 1 | Used if this input is programmed to generate an alert. |
Input 2 | Used if this input is programmed to generate an alert. |
Maintenance Reminder | You are due for regular maintenance. |
Auxiliary Heat Run Time | Your auxiliary heat source is running too often. |
Auxiliary Outdoor Temperature | Your auxiliary heat source is running at higher than expected outdoor temperatures. |
©2011 ecobee
477 Richmond Street West | Suite 210 Toronto | Ontario | M5V 3E7 | Canada
toll free 1.877.932.6233
www.ecobee.com
Here you can download full pdf version of manual, it may contain additional safety instructions, warranty information, FCC rules, etc.
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