How to install your ecobee4 Be happy You have joined a growing community of people who want to conserve energy, save money, and do something good for our planet. Lets get started!
Download the ecobee app for customized installation instructions. Or continue reading!
First things first. Heres what youll find in the box. Rc G Y1 Y2 O/B PEK RH C W1 W2 ACC-
ACC+
ecobee smart thermostat Room sensor and stand Backplate Power Extender Kit (PEK) Screws Thermostat Control Board Drywall plugs Trim plate Install guide (this booklet), room sensor manual, wire labels, and voice card. Youll also need these tools:
Drill for mounting Small anchors (3/16 drill bit) flathead screwdriver Phillips screwdriver L A N O T P O I Hammer Pencil Wire stripper Guide 1 or Guide 2?
Start here to find out. The steps in this section will help you decide which install guide youll use to complete the installation. S t a r t Y o u r I n s t a l l These icons indicate useful tips and important reminders. STEP 1 Power off your Heating, Ventilation, and Air Conditioning (HVAC) system by using the master switch or circuit breaker box. This is important for your safety. ON OFF ON OFF TIP Look for your master switch or circuit breaker box in the basement, attic, utility closet, or behind a wall panel near the thermostat. STEP 2 Confirm your system is off by turning on your heat (during winter) or your AC
(during summer). Wait a few minutesyou should not feel air coming from your vents. TIP If you have a boiler, check to see that the main flame is extinguished. STEP 3 Remove your old thermostat cover from the wall. TIP Many thermostats simply pop off or unclip from the base, while others may have screws that you will need to remove. CHECKPOINT: COMPATIBILITY Does your old thermostats backplate have any of these indicators?
WARNING HIGH VOLTAGE L1 L2 110 VAC OR 120 VAC OR 240 VAC YES Sadly, you might not be compatible. You can double-check here:
ecobee.com/compatibility NO Great, please continue to the next page. STEP 4 Take a picture of the wires connected to the terminals of your old thermostat. You may need to reference this photo later on. WARNING ecobee4 is designed for 24VAC with a 2A maximum current. Do not connect it to line (high) voltage or millivolt systems. CHECKPOINT: C WIRE Do you have a C wire connected to your old thermostat?
YES NO RC RH RC RH YES NO Continue to Guide 1 Continue to Guide 2 GUIDE 1 Install your ecobee with a C wire If you have a C wire, it will power your ecobee. You wont need the Power Extender Kit included in the box. i G u d e 1 CHECKPOINT: DONT SKIP AHEAD Have you completed steps 14 in the Start Your Install section?
YES Continue to the next page NO Return to step 1 in Start Your Install STEP 5 Carefully disconnect and label the wires from your old thermostat one at a time, using the labels provided. Rc Y/ Y 1 W / W 1 RC RH TIP 1 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. TIP 2 To install accessories (humidifier, dehumidifier or ventilator) please refer to the wiring diagrams in the Extras section. STEP 6 Unscrew the mounting plate of your old thermostat to remove it from the wall. R C Y/ Y 1 W / W 1 RC RH WARNING Be careful, as some thermostats may contain mercury. Recycle your old thermostat safely with your local hazardous waste facility. STEP 7 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. Rc G Y1 Y2 O/B PEK or RH C W1 W2 ACC-
ACC+
STEP 8: OPTIONAL If using the trim plate, align the mounting holes on the trim plate and backplate and press them into place together. STEP 9 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. G 1 Y
/
Y Rc W/W1 C TIP Use a 3/16 drill bit to drill a hole for the drywall plugs. CHECKPOINT: INSERT YOUR R WIRE(S) Do you have more than one R wire?
(That includes R, Rc, and Rh) YES Rc G Y1 Y2 O/B PEK R R H W
/
W 1 C G Y 1 Y /
RH C W1 W2 ACC-
ACC+
or NO Rc G Y1 Y2 O/B PEK R G Y 1 Y /
W
/
W 1 C RH C W1 W2 ACC-
ACC+
YES NO Insert your wires:
R or Rc Rc Rh Rh Insert your single R, Rc, or Rh wire into the Rc terminal. STEP 10 Insert your remaining wires into the side
(not the front) of their corresponding terminal blocks. Rc G Y1 Y2 O/B PEK c R G Y / Y 1 C W
/
W 1 RH C W1 W2 ACC-
ACC+
TIP Press the terminal block levers to insert the wires more easily. STEP 11 Tug on the wires gently to ensure they are securely connected. TIP When a wire has been connected correctly, the lever on that block will lower. STEP 12 Carefully push any excess wires back into the hole and ensure there are no drafts coming from the hole(s) in the wall. TIP Large holes behind your thermostat will affect temperature readings. Prevent drafts by covering the hole(s). STEP 13 Gently press your ecobee into the backplate until it clicks into place. TIP If the thermostat rocks or is not flush with the wall, be sure the excess wires are pushed all the way into the wall. STEP 14 Turn the power to your HVAC system back on using the master switch or at the circuit breaker box. ON OFF ON OFF STEP 15 Say hi to your new ecobee! The screen will power on and guide you through the setup and registration. hi TIP If your thermostat does not power on, please see the troubleshooting tips in the Extras section. ALL DONE!
Congratulations, you did it!
To complete your setup, follow the instructions on your ecobee screen. GUIDE 2 Install your ecobee without a C wire If you dont have a C wire, youll need to use the Power Extender Kit (PEK) included to reliably power your ecobee. i G u d e 2 CHECKPOINT: DONT SKIP AHEAD Have you completed steps 14 in the Start Your Install section?
YES NO Continue to the next page Return to step 1 in Start Your Install CHECKPOINT: 3 OR 4 WIRES The Power Extender Kit requires your system to have the following wires:
4 wires: W/W1, Y/Y1, G, and R (or Rc or Rh) or 3 wires: Y/Y1, G, and R (or Rc or Rh) Do you have these wires?
YES NO RC RH YES Continue to the next page The Power Extender Kit will work with your system!
RC RH NO Contact us To proceed call 1.877.932.6233 or email support@ecobee.com STEP 5 Take your Power Extender Kit, wire labels, tools, your smartphone, and go to your HVAC system. ecobee wire labels Label wires at your:
Thermostat Control Board TIP Your HVAC system can most often be found in your basement or your attic. STEP 6 Open your HVAC systems cover to reveal the control board. Y W G C R Control board WARNING HVAC systems contain high voltage wires. Use caution when working with the control board. STEP 7 Take a picture of the wires connected to your control board. You may need to reference this photo later on. Y W G C R STEP 8 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. Y W G C R Y W G R Wires going to your A/C
(ignore these) Wires going to your thermostat TIP If you have wires connected to both Rc and Rh terminals at the control-
board you may have a two transformer system. Please contact support to help you with installation: 1.877.932.6233 or support@ecobee.com. STEP 9 Disconnect the wires labeled R, Y, G, and W from the control board. Y W G C R Y W G C R W G Y R STEP 10 Connect the wires you disconnected from the control board into their matching gray terminal blocks on the Power Extender Kit. W Y G R Y G W R TIP Press the buttons to insert the wires more easily. STEP 11 Tug on the wires gently to ensure they are securely connected. W Y G R W Y R G TIP When a wire has been connected correctly, the button on that block will lower. STEP 12 Connect the five white wires coming out of your Power Extender Kit to their corresponding terminals on the control board. Y W G C R Y W G C R W Y G R TIP Once again, tug on the wires gently to ensure they are securely connected. CHECKPOINT: POWER EXTENDER KIT Check that you have installed the Power Extender Kit correctly. It should be installed between your thermostat wiring and your control board. BEFORE BEFORE AFTER AFTER STEP 13 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. TIP Make sure your HVAC panel is fully closed. Some systems will not turn on if the cover panel has not been closed properly. STEP 14 Back at your thermostat:
Carefully disconnect and label the wires from your old thermostat one at a time, using the labels provided. Rc Y/ Y 1 W / W 1 RC RH TIP 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. STEP 15 Unscrew the mounting plate of your old thermostat to remove it from the wall. R C Y/ Y 1 W / W 1 RC RH WARNING Be careful, as some thermostats may contain mercury. Recycle your old thermostat safely with your local hazardous waste facility. STEP 16 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 on the wall left by your old thermostat. Rc G Y1 Y2 O/B PEK or RH C W1 W2 ACC-
ACC+
STEP 17: OPTIONAL If using the trim plate, align the mounting holes on the trim plate and backplate and press them into place together. STEP 18 Pull the wires through the hole in the middle of the backplate and then attach it to the wall using the drywall anchors and screws provided. G 1 Y
/
Y Rc W/W1 C TIP Use a 3/16 drill bit to drill a hole for the drywall plugs. STEP 19 Remove the Rc, C, and PEK labels from the label sheet and attach them to the wires as shown below:
R/Rc/Rh Rc Y PEK G C Rc G Y1 Y2 O/B PEK c R R H Y
/
Y 1 K E P C G W
/
W 1 RH C W1 W2 ACC-
ACC+
STEP 20 First, connect these 3 wires as shown:
Rc, C, PEK Then, connect any remaining wires to their corresponding terminal. Rc G Y1 Y2 O/B PEK c R R H Y
/
Y 1 K E P C G W
/
W 1 RH C W1 W2 ACC-
ACC+
TIP Press the terminal block levers to insert the wires more easily. CHECKPOINT: DONT SKIP AHEAD Did you connect the correct wires to the Rc, C, and PEK terminals, as shown below?
Rc G Y1 Y2 O/B PEK c R R H Y
/
Y 1 K E P C G W
/
W 1 RH C W1 W2 ACC-
ACC+
YES NO Continue to the next page Return to Step 19 STEP 20 Tug on the wires gently to ensure they are securely connected. TIP When a wire has been connected correctly, the lever on that block will lower. STEP 21 Carefully push any excess wires back into the hole and ensure there are no drafts coming from the hole(s) in the wall. TIP Large holes behind your thermostat will affect temperature readings. Prevent drafts by covering the hole(s). STEP 22 Gently press your ecobee into the backplate until it clicks into place. TIP If the thermostat rocks or is not flush with the wall, be sure the excess wires are pushed all the way into the wall. STEP 23 Turn the power to your HVAC system back on using the master switch or at the circuit breaker box. ON OFF ON OFF STEP 24 Say hi to your new ecobee! The screen will power on and guide you through the setup and registration. hi TIP If your thermostat does not power on, please see the troubleshooting tips in the Extras section. ALL DONE!
Congratulations, you did it!
To complete your setup, follow the instructions on your ecobee screen. EXTRAS In here youll find:
Troubleshooting Meet your ecobee Wiring diagrams Warranty and Legal E x t r a s TROUBLESHOOTING If your ecobee doesnt turn on, please try these steps:
1. Check that all wires are properly 2. Make sure your HVAC cover pan-
inserted into the terminal blocks el is closed. Some systems will at the thermostat. Tug on the not turn on if the cover panel wires to ensure they are not loose. has not been closed properly. TROUBLESHOOTING 3. If you have only one R wire (ei-
4. If you installed the Power Extender ther R, Rc, or Rh), make sure its Kit, make sure you inserted the inserted into the Rc terminal. wires into the correct terminals:
R Your R, Rc, or Rh wire Rc G Y1 Y2 O/B PEK c R R H 1 Y
/
Y P E K C G W
/
W 1 RH C W1 W2 ACC-
ACC+
ecobee support is here to help:
CALL EMAIL 1 877.932.6233 (North America) support@ecobee.com 1 647.428.2220 (International) MEET YOUR ECOBEE Heres what youll see on the home screen:
System Mode Humidity Indoor Temperature Slider to adjust Temperature Voice Control Menu Weather Quick Changes MEET YOUR ECOBEE And heres what that means:
System Mode Menu Shows your current ecobee setting Allows you to control your system,
(heat/cool/auto/off). schedule a vacation, and more. Humidity Weather Shows the indoor humidity in Shows the local weather and forecast your home. for the week. Indoor Temperature Quick Changes Shows the indoor temperature in Touch this button to easily switch your home. between Home and Away. Slider to adjust Temperature Voice Control Slide the bubble up or down to Allows you to turn volume up/down adjust your preferred temperature. and enable/disable microphone. MEET YOUR ECOBEE These system mode icons are shown on the Home screen and in Quick Changes. Heat Cool Your system is in heat mode. Your system is in cool mode. A white A white icon means your system icon means your system is off. A blue is off. An orange icon means your icon means your system is running. system is running. Auto Fan Your system is in Auto mode, Your fan is currently running. meaning your system will heat or cool as required. More common icons youll find:
HOME SCREEN 2 Menu Menu Weather
(with notification) Quick Changes MENU Registration System Settings Schedule Vacation Alerts and Reminders COMFORT SETTINGS Comfort Settings About Home Away Sleep Custom 1 (of 5) VOICE Voice Control Microphone Off Push to Talk WIRING DIAGRAM Conventional heating and cooling
(up to 2 stages each). Rc G Y1 Y2 O/B PEK RH C W1 W2 ACC-
ACC+
Y1 Y2 C Y1 Y2 W1 W2 R C G Air Conditioner Furnace Stage 2 heat and cool, if applicable NOTE Do not connect any jumper wires between Rc and Rh. ecobee does this automatically. The R wire needs to go into the Rc terminal on your ecobee. WIRING DIAGRAM Heat pump (air or geothermal) with auxiliary heat. Rc G Y1 Y2 O/B PEK RH C W1 W2 ACC-
ACC+
O/B W2 Y1 Y2 R C O/B W2 Y1 W1 GY2 R C Heat Pump Air Handler Stage 2 compressor and auxiliary heat, if applicable NOTE Do not connect any jumper wires between Rc and Rh. ecobee does this automatically. The R wire needs to go into the Rc terminal on your ecobee. WIRING DIAGRAM Boiler or radiant system with air handler and conventional cooling or heating. Rc G Y1 Y2 O/B PEK Air Handler Y1 Y2 R C G Y1 Y2 C O/B*
W1 W2 R Air Conditioner or Heat Pump*
Boiler RH C W1 W2 ACC-
ACC+
*Reversing valve for heat pumps only
*Stage 2 heat and cool, if applicable NOTE Do not connect any jumper wires between Rc and Rh. ecobee does this automatically. The R wire needs to go into the Rc terminal on your ecobee. WIRING DIAGRAM Power Extender Kit thermostat wiring. Rc G Y1 Y2 O/B PEK RH C W1 W2 ACC-
ACC+
W Y G R R G Y W NOTE Do not connect any jumper wires between Rc and Rh. ecobee does this automatically. The R wire needs to go into the Rc terminal on your ecobee. HUMIDIFIER / DEHUMIDIFIER (1-WIRE SETUP) Step 1: Locate the humidifier/dehumidifer control and remove the plate. R C U U ODT Humidistat Humidier/
Dehumidier U U R C G Y W Furnace Control Board HUMIDIFIER / DEHUMIDIFIER (1-WIRE SETUP) Step 2: Wire the humidifier/dehumidifer as shown below. RC G Y1 Y2 O/B PEK RH C W1 W2 ACC-
ACC+
Humidier/
Dehumidier U U R C G Y W Furnace Control Board NOTE During setup, select 1-wire (ACC+) accesory on the thermostat screen. HUMIDIFIER / DEHUMIDIFIER (2-WIRE SETUP) Step 1: Locate the humidifier/dehumidifer control and remove the plate. H/U H/U Humidistat Humidier/
Dehumidier U U C HUM
(24V) Furnace Accesory Terminals HUMIDIFIER / DEHUMIDIFIER (2-WIRE SETUP) Step 2: Wire the humidifier/dehumidifer as shown below. RC G Y1 Y2 O/B PEK RH C W1 W2 ACC-
ACC+
Furnace Accesory Terminals C HUM
(24V) Humidier/
Dehumidier U U NOTE During setup, select 2-wire (ACC+, ACC-) accesory on the thermostat screen. VENTILATOR (2-WIRE SETUP) Step 1: Locate the ventilator timer control and remove the plate. R G Ventilator Timer Control Ventilator Timer Control R G (HI/LO) Ventilator /ERV/HRV VENTILATOR (2-WIRE SETUP) Step 2: Wire the ventilator as shown below. RH C W1 W2 ACC-
ACC+
R G (HI/LO) ERV/HRV NOTE During setup, select 2-wire (ACC+, ACC-) accesory on the thermostat screen. LEGAL Approvals This product was designed and built in accordance to RoHS directive 2002/95/EC and contains no hazardous substances as defined by this directive. Consult the dealer or an experienced radio/TV technician for help. This device complies with part 15 of FCC rules. Operation is subject to the following two conditions:
FCC Compliance Statement Compliance Notice:
1. This device may not cause harmful interference. This equipment has been tested and found to comply with the limits for a Class B digital device, pursuant to part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful interference in a residential installation. This equipment generates, uses and can radiate radio frequency energy and, if not installed and used in accordance with the instructions, may cause harmful interference to radio communications. However, there is no guarantee that interference will not occur in a particular installation. If this equipment does cause harmful interference to radio or television reception, which can be determined by turning the equipment off and on, the user is encouraged to try to correct the interference by one or more of the following measures:
2. This device must accept any interference received, including interference that may cause undesired operation. Change or modifications that are not expressly approved by the manufacturer could void the users authority to operate the equipment. RF Exposure Information:
This equipment complies with FCC radiation exposure limits set forth for an uncontrolled environment. In order to avoid the possibility of exceeding the FCC radio frequency exposure limits, human proximity to the antenna shall not be less than 8 inches during normal operation. Reorient or relocate the receiving antenna. Industry Canada (IC) Compliance Notice:
I ncrease the separation between the equipment and receiver. This device complies with Industry Canada license-exempt RSS standard(s). Connect the equipment into an outlet on a circuit different from that to which the receiver is connected. Operation is subject to the following two conditions:
1. This device may not cause interference. 2. This device must accept any interference, including interference that may cause undesired operation of the device. This Class B digital apparatus complies with Canadian ICES-003. RF Exposure Statement:
This equipment complies with IC RSS-102 radiation exposure limits set forth for an uncontrolled environment. This transmitter must be installed to provide a separation distance of at least 8 inches from all persons and must not be collocated or operating in conjunction with any other antenna or transmitter. FCC ID: WR911615121215 IC ID:
CAN ICES-3 (B)/NMB-3(B) Assembled in China. 7981A 11615121215 Warning: Changes or modifications not expressly approved by ecobee Inc. could void the users authority to operate the equipment. defective Products, at no charge. Any replacement and/or repaired device are warranted for the remainder of the original warranty or ninety (90) days, whichever is longer. A proof-of-purchase will be required from the Customer in order for ecobee to provide a replacement and/or repaired device. This Warranty is valid only for Product installed in the country in which it is purchased. If the product is defective, call Customer Service at 1-877-932-6233. ecobee will make the determination whether a replacement product can be sent to you or whether the product should be returned to our address. In the event of a failure of a Product, Customer may:
a. if Customer did not purchase the Product directly from ecobee, contact the third party contractor from whom the Product was purchased to obtain an equivalent replacement product, provided the contractor determines that the returned Product is defective and Customer is otherwise eligible to receive a replacement product;
3-Year Limited Warranty b. contact ecobee directly for service ecobee warrants that for a period of three (3) years from the date of purchase by the consumer (Customer), the ecobee4 (the Product) shall be free of defects in materials and workmanship under normal use and service. During the warranty period, ecobee shall, at its option, repair or replace any assistance at 1-877-932-6233 and ecobee will make the determination whether an advance equivalent replacement Product can be sent to Customer with return shipping supplies (in which case a hold shall be put on Customers credit card for the value of the replacement Product until ecobee has received the defective Product). Product should be returned to our address. If the returned Product is found by ecobee to be defective and Customer is otherwise eligible to receive a replacement product, no amount shall be charged to Customers credit card; or c. Ship the defective Product directly to ecobee, in which case Customer shall contact ecobee directly at 1-877-932-6233, so ecobee can make the required shipping arrangements. Upon receipt of the defective Product, ecobee will ship an equivalent replacement product to Customer, provided the returned Product is found by ecobee to be defective and Customer is otherwise eligible to receive a replacement product. This warranty does not cover removal or reinstallation costs and shall not apply if the damages were found to be caused by something other than defects in materials or workmanship, including without limitation, if the Product:
was operated/stored in abnormal use or maintenance conditions;
is repaired, modified or altered, unless ecobee expressly authorizes such repair, modification or alteration in writing;
was subject to abuse, neglect, electrical fault, improper handling, accident or acts of nature;
was not installed by a licensed Heating Ventilating and Air Conditioning (HVAC) contractor; or
- was installed improperly above. ECOBEE SHALL NOT BE LIABLE FOR ANY LOSS OR DAMAGE OF ANY KIND, INCLUDING ANY SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES RESULTING, DIRECTLY OR INDIRECTLY, FROM ANY BREACH OF ANY WARRANTY, EXPRESS OR IMPLIED, OR ANY OTHER FAILURE OF THIS PRODUCT. Some US states and Canadian provinces do not allow the exclusion or limitation of incidental or consequential damages, so the above limitation or exclusion may not apply to you. ecobees responsibility for malfunctions and defects in materials and workmanship is limited to repair and replacement as set forth in this warranty statement. All express and implied warranties for the product, including but not limited to any implied warranties and conditions of merchantabili-
ty and fitness for a particular purpose, are limited to the three-year duration of this limited warranty. No warranties, whether expressed or implied, will apply after the limited warranty period has expired. Some US states and Canadian provinces do not allow limitations on how long an implied warranty lasts, so this limitation may not apply. ecobee neither assumes responsibility for nor authorizes any other person purporting to act on its behalf to modify or to change this warranty, nor to assume for it any other warranty or liability concerning this product. ecobees sole responsibility shall be to repair or replace the Product within the terms stated This warranty gives you specific rights, and you may also have other rights which vary from jurisdiction to jurisdiction. If you have any questions regarding this warranty, please write to ecobee Customer Service. Legal Notice Use of the HomeKit logo means that an electronic accessory has been designed to connect specifically to iPod, iPhone, or iPad, respectively, and has been certified by the developer to meet Apple performance standards. Apple is not responsible for the operation of this device or its compliance with safety and regulatory standards. Please note that the use of this accessory with iPod, iPhone, or iPad may affect wireless performance. Apple, iPhone, iPad, and iPod touch are trademarks of Apple Inc., registered in the U.S. and other countries. HomeKit is a trademark of Apple Inc. Were here to help. ecobee.com support@ecobee.com 1.877.932.6233 2016 ecobee, Inc. All rights reserved. ecobee and the ecobee logo are trademarks of ecobee Inc., registered in the U.S. and other countries. EB-STATE4-01 770-00034