Registering your SMART
Once you've connected your SMART to Wi-Fi, you'll need to register your thermostat to create an ecobee account so you can control your thermostat through the mobile app or the Web Portal.
- From the Home screen, press REGISTER
- Enter the email address you'd like to use as your ecobee login and select "Done"
- Enter a password (minimum 8 characters, letters and numbers only) and select "Done"
- A registration email will be sent to you with a link to ecobee.com—enter your chosen password to complete the registration process
If you don’t receive a registration email, please check your junk mail folder as registration messages are sometimes flagged as junk mail.
Once you have completed the registration process, you can go to ecobee.com to manage your ecobee SMART through the Web Portal or login through the ecobee mobile app.
You must enable the Wi-Fi radio in the SMART and configure it in order to access your home wireless network. From the Home screen, press More > Settings > Wi-Fi. You'll want to make sure the Wi-Fi Radio is set to "Enabled."
Next, select your home network from the list of available networks. If your home network is not listed, or if the signal strength is very low, try readjusting the antenna on your wireless router. If that doesn’t improve the signal you may need to relocate your router.
Once your network has been detected, select it and continue with the configuration. If the network is encrypted, you will be asked to enter a password for that network. This is the password you created when the wireless router was first set up.
Using the MAC address: You may have configured your network to filter for known MAC addresses. If so, refer to the section About your SMART Thermostat on page 6 of the manual to find the MAC address for your SMART thermostat.
Advanced Configuration: Advanced configuration lets you input your network parameters manually. Select this list item and choose the network you wish to connect to, or it will allow you to add one to the list (i.e. if your network does not broadcast its SSID). You will then be able to view and configure the following:
- Dynamic or Static IP addressing
- Type of Encryption
- Wi-Fi Channel
- IP Address
- IP Subnet
- Primary and Secondary DNS
Navigating the Home Screen
The ecobee SMART uses touch screen technology that makes navigation easy. Lightly tap the icons, buttons, and lists or drag your finger across the screen to move a slider or scroll through a list. In the various screens on the thermostat, you have three ways to navigate:
Press "Cancel" to go back to the previous screen without saving changes
Press "Done" to save changes and move to the next screen.
Press the home button (found on the right-hand side of the touchscreen) to cancel any action and go back to the home screen
What’s on the Home screen?
The home screen displays the current temperature in your home, various heating and cooling settings, and icons for navigating to other features and settings on the SMART—it is the default display on your SMART.
Set Temperature. The set temperature is the temperature the system is programmed to maintain. You can adjust it manually, but for maximum savings, you should automate the temperature setting by programming the thermostat.
Set Temperature Adjustment Slider. Using your finger, drag the slider back and forth to manually lower or raise the temperature. Tapping at either end of the temperature scale will move the slider by 1°F (0.5°C). When you manually adjust the set temperature you will put the system into a Hold mode.
Current Temperature. This is the current temperature in the room where the Smart is installed. The thermostat sends signals to your heating and cooling system to make sure this temperature matches the set temperature on the thermostat. You can set the Smart in Celsius or Fahrenheit.
System and Fan Settings. Displays the current operating mode of your heating and cooling system, as well as the furnace fan setting. Press "Details" to adjust these settings.
System Messages. Provides additional information on the operation of the system.
Wi-Fi Signal Strength Indicator. Indicates the strength of the signal the thermostat is receiving from your Wi-Fi router. You must have Wi-Fi enabled for the indicator to work.
Current Date and Time. Displays the current date and time for your time zone.
Internet Connection Indicator. Indicates that the SMART is connected to the Internet Feature Buttons Feature buttons allow you to quickly access the various features of your Smart.
Register. Use this button to register your Smart, as well as your personalized web portal at www.ecobee.com. Refer to Creating Your Personal Web Portal for details. Once you’ve successfully registered, this button will be replaced by the Weather button.
Weather. This button displays the current outdoor temperature and weather conditions for your registered location. Press it to see the full five-day forecast. Please note when you register your thermostat, it’s important to select your location accurately, as ecobee will use your local weather data to better control your heating and cooling. You must register your Smart for this feature to operate.
Details. Press the "Details" button to see system details such as humidity levels and furnace fan settings. If you have a ventilator, humidifier or dehumidifier connected, Details displays the current settings for those, as well.
Program. Press "Program" to set the desired temperatures throughout the day for each day of the week. The icon on this button changes to show which period of the day (Awake, Away, Home, Sleep) is currently in effect.
Resume. If your thermostat has been manually adjusted, the "Resume" button will be displayed. Pressing this button will cause the system to revert back to the scheduled program.
Quick Save. Pressing the Quick Save button as you leave your home will put your thermostat into energy savings mode. To return your thermostat to its previous settings simply press OK on the touchscreen.
More. Press this button to navigate to more features available on your SMART.
Adjusting your preferences
Temperature Display: Choose between Fahrenheit (°F) or Celsius (°C).
Date and Time: Set the current date and time, select either a 12-hour or 24-hour time format, select your timezone, and enable or disable Daylight Savings Time. If you are connected to Wi-Fi, time and date are programmed automatically.
Sound Effects: Turn on/off the sound when a button is pressed and/or when an alert is generated, adjust the volume of the sound.
Brightness: Control the intensity when the screen is active (i.e., you are pushing buttons) and when the display is in standby mode, as well as set the Active brightness intensity, stanby brightness intensity, and the minimum time the thermostat will stay in active brightness before switching to standby brightness.
Holding Action: Select how long the thermostat will maintain holds before reverting back to the regular program (indefinite, 2 hours, 4 hours, until the next transition, update schedule, ask me).
Quick Save Temperature Limits: In Quick Save mode, your system will automatically increase (in cool mode) or decrease (in heat mode) the set temperature. Use this option to program the maximum temperature change allowed so your comfort is not compromised. The number you enter is the difference from the set temperature of the system before the Quick Save feature is activated.
Access Control: Configure your thermostat so certain features will require the user to enter a 4-digit access code. To enable the access code, enter a 4-digit number. (To disable this feature simply delete the number).
Restrict All Access: Unauthorized users will only be able to view the home screen and the weather information.
Restrict Details Access: The code is required to access the Details screen.
Restrict Program Access: The code is required to view and modify the thermostat’s program.
Restrict Vacation Access: The code is required to view and create a Vacation.
Restrict Quick Save: The code is required to both enter and exit Quick Save mode. In all cases once the code is enabled, it will be required to access any of the list items in the Settings menu, with the exception of the About screen. Once a valid code has been entered on the thermostat, access to restricted features will be allowed until the thermostat backlight timer has expired.
Temperature Range: You can configure the thermostat so only a specific heat and/or cool set point range is permitted.
Heat Temp Range: Users will not be able to set the thermostat to a temperature above this limit.
Cool Temp Range: Users will not be able to set the thermostat to a temperature below this limit.
Recovery Options: Recovery options allow the SMART to learn how your heating and cooling system works, taking into account infrastructure, weather and historical operating performance so that your home is a comfortable temperature as soon as you walk in the door.
Smart Recovery Heat: The thermostat will start recovery at the optimum time to ensure the set point is reached at the programmed time.
Smart Recovery Cool: The thermostat will start recovery at the optimum time to ensure the set point is reached at the programmed time.
Random Start Heat: Programming a time in this section will produce a random delay when there is call for heat. In applications with multiple heating systems, this prevents all systems from activating at the same time, creating a peak power demand.
Random Start Cool: Programming a time in this section will produce a random delay when there is call for cooling. In applications with multiple cooling systems, this prevents all systems from activating at the same time, creating a peak power demand.
Thermostat Name: Customize the name of your thermostat to suit your needs.
Utility CPP Setting: Only applicable if your utility company is running a Critical Peak Pricing program that you have agreed to be a part of. Contact your local electrical utility company for information about programs in your area.
CPP Response: Your utility may send voluntary events to your thermostat. You can choose to always accept these events, in which case you would just be notified that an event is in progress. You can also choose "Ask Me" when the Utility issues an event and you will be asked if you want to participate. If you do not acknowledge the event prior to the start, the system will default to yes. During a Critical Peak Pricing event, the Utility may select an energy saving strategy or allow you to use your preferred strategy. Select from one of the options as your preferred energy saving strategy to be used during Critical Peal Pricing events.
Absolute Temperature: Set a specific heat and cool set point to be used when an event is initiated by the Utility company. If the set point at the time of the event is more favorable (lower in heat mode or higher is cool mode) than what you have programmed, the thermostat will use the more favorable set point for the duration of the event.
Relative Temperature: Program a temperature set back (heat) or set forward (cool) from your existing set point. For example, if you program a 4F set forward, and your current cool set point is 76F, During an event your thermostat set point will change to 80F until the event has expired.
System Off: If this option is selected, the thermostat will turn off for the duration of this event.
Duty Cycle: This option allows you to program the maximum amount of time the system will run during a 1 hour period. For example if you select 30%, the air conditioner will run for a maximum of 18 (0.3 x 60) minutes regardless of whether the set point has been met. 0% essentially turns the system off, whereas 100% runs the system at full capacity.
Programming a Schedule
There are two ways to program the schedule on your SMART—the Wizard will guide you through all the steps while the advanced Editor feature will allow you greater customization.
Using the Program Wizard
From the Home screen, press Program, then select Wizard in the upper right corner of the screen
Note: if there is a hold on your thermostat, you must press “Resume” to see the option for the wizard.
Choose the setting that best fits your daily routine, then press “Next” to proceed. The wizard will walk you through each Comfort Setting. Once you’re finished, select “Done.”
If you want to change anything, you can either run the wizard again, or press “Editor” to make specific changes.
Using the Editor
From the Home screen, press Program, then select Editor in the upper left corner of the screen
Select the days you want to adjust (choosing more than one day will change settings for all the days selected) and press “Next.” Adjust the temperature by pressing the heat or cool buttons on the right-hand side or select Add new item to add a custom period.
The Editor is more advanced than the Wizard. It allows you to set specific times, temperatures and furnace fan settings for each day of the week. Select the desired program period to adjust start times or disable the period entirely.
Select a current heat or cool set temperature to adjust the temperature or fan settings for that period. Any program period changes will automatically apply to all the days in that period and will be shown at the top of the screen.
If your system is enabled for auto change-over mode, the heat and cool set temperature will automatically be adjusted to ensure a minimum difference between the heat and cool set temperatures.
In auto system mode, the fan setting will revert to whatever is configured in the Details fan setting. Auto change-over mode and the minimum temperature difference is configurable in the installer setting.
To accommodate a varying schedule, you can add additional program periods in your week. For example, if you come home for lunch during the week or want different settings for the weekend, you would simply add one of the existing periods at the allocated time and day or create a completely new one
Scheduling a Vacation
ecobee Optimize: Turn this option on to tell the thermostat to automatically set your heat temperature, cool temperature, system mode and furnace fan settings to maximize energy conservation while you are away. Turn this option off to manually configure heat temperature, cool temperature and fan settings.
Heat Temperature: Set temperature when the system is in heat mode (i.e., when the furnace is on). Set a lower temperature to save energy.
Cool Temperature: Set temperature when the system is in cool mode (i.e., when the air conditioner is on). Set a higher temperature to save energy. You can also choose to turn off your cooling system while you are away to save more energy.
Fan: Toggles the fan setting between on (runs the fan continuously regardless of programming) and auto (the furnace runs the fan during a call for heating or cooling).
Minimum On Time: Allows you to determine a minimum time per hour that the furnace fan will run. It results in increased air circulation and a more consistent temperature within the home and is more cost effective than choosing the on position for the fan.
Note: If you were running your regular program prior to the start of your vacation, upon your return, the SMART will restore your home to those settings. If you placed a hold prior to the start of your vacation, the SMART will restore the home to whatever the set temperature was just prior to your vacation.
Configuring HVAC settings (thresholds)
This section configures the temperature and time thresholds associated with the heating and cooling equipment. You must configure the Equipment settings before setting the thresholds. Only the applicable threshold settings will be displayed (i.e. if no air conditioner is configured, you will not see the options related to air conditioners).
From the Home Screen, press MORE> SETTINGS > INSTALLATION SETTINGS > THRESHOLDS > ADVANCED SETTINGS
Common Heat/Cool Settings
Heat Differential Temp. The minimum difference between the current temperature and set temperature before the system calls for heat. A smaller difference means shorter cycle times, whereas a larger difference results in longer cycle times. The temperature range is adjustable form 0 to 3 °F (-17.5 to 26.5 °C) in 0.5°F (0.5°C) increments.
Heat Dissipation Time. The amount of time the fan will run after the heat set point has been reached and the call for heat has been turned off. Running the fan for a period of time allows for any heated air left in the ducts to circulate throughout the home. The time is adjustable from 0 to 900 seconds. The default value is 30 seconds.
Cool Differential Temp. The minimum difference between the current temperature and set temperature before the system calls for cool. A smaller difference means shorter cycle times, whereas a larger difference results in longer cycle times. The temperature range is adjustable from 0.5 to 3 °F (0.3 to 1.7 °C) in 0.5°F (0.3°C) increments.
Cool Dissipation Time. The amount of time the fan will run after the cool has been turned off. Running the fan for a period of time allows for any cooled air left in the ducts to circulate throughout the home. The time is adjustable from 0 to 900 seconds. The default value is 30 seconds.
Min Cycle Off Time. Allows you to configure the compressor off time between cycles. This ensures the compressor does not short cycle which could affect the operating life of the system. This is adjustable from 240 - 900 Seconds.
Min Outdoor Temp. Allows you to set the minimum outside air temperature at which the compressor will be disabled. This performs two functions: You can set it to prevent the compressor from coming on when the outdoor temperature is too low, thus resulting in damage to the compressor. You can also set this value to determine when you want the auxiliary heat (if installed) to engage to help meet the set temperature. The temperature range is adjustable from 0°F (-17.8°C) - 65°F (18.3°C) or can be completely disabled. You will need and Internet connection for this feature to operate properly.
Aux Heat Settings
Max Outdoor Temperature. Allows you to set the maximum outdoor temperature threshold. Above this level, the auxiliary heat will not be activated. Instead, the heat pump will maintain the set point.
Comp to Aux Runtime. The maximum amount of time this stage will run before engaging the next stage. Options are Auto and 10-180 minutes
Comp to Aux Temp Delta. The minimum difference between the current temperature and the set temperature that will activate this stage (regardless if the maximum run time of the previous stage was reached). Options are Auto and 1-10F.
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.
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 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 Thermostat.
COMMUNICATION THIS LED MONITORS THE COMMUNICATION BETWEEN THE THERMOSTAT AND THE EQUIPMENT INTERFACE (I.E., THE D+ AND D- TERMINALS).
LED ON The Equipment Interface and Thermostat are not communicating with each other.
LED OFF The two devices are communicating properly.