Navigating The Smart Thermostat; Configuring The Installer Settings; Installation Wizard; Equipment - Ecobee SMART Installation Manual

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NAVIGATING THE
SMART THERMOSTAT
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.
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Navigating The Smart Thermostat

CONFIGuRING THE
SMART THERMOSTAT

Configuring the Installer Settings

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.

Installation Wizard

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.

Equipment

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
Geothermal/Ground Source Heat pump If you select
Yes, this tells the system a geothermal or ground source
heat pump is being controlled. This helps the Thermostat
determine optimum performance and default settings.
If you select NO, the system will optimize for an air-to-air
heat pump.
O/B Energize on Cool If you choose Yes, the reversing
valve output (O/B terminal) will activate when there is a
call for cooling. If you select No, the relay will energize
when there is call for heat.
To configure the installer
settings:
From the Home
screen, press More.
Press Settings and
select Installation
Settings
Configuring The Smart Thermostat
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