Registering your Smart Si and Connecting to Wi-Fi
If your thermostat is not already connected to Wi-Fi, you will be prompted to connect. You must connect to Wi-Fi in order to complete registration, so select "Wi-Fi Settings" to bring up the next screen where you'll be able to select your home network. Once you select your network and press OK, the thermostat will begin the connection process.
Once you're connected to Wi-Fi, the thermostat will generate a 4-digit registration code that you can use to complete registration. You can register through the Web Portal by visiting www.ecobee.com/register or through the mobile app by selecting "Add/Install Device," then selecting "Register your device."
With registration complete, you will be able to log into the ecobee mobile app or the Web Portal to view and control your thermostat remotely.
To reset registration on your Smart Si, simply press Menu > Settings > Reset > Reset Registration and confirm the reset by selecting "Yes."
Navigating the Main Screen
The Smart Si thermostat has an easy-to-read color screen that displays all the information you need to set and manage your Smart Si thermostat. Use the navigation buttons on the right to quickly change the temperature, access features, and configure your settings.
What’s on the Home Screen?
Whenever you press a button, the Home screen is displayed.
Current Temperature and Humidity
The current (actual) temperature and humidity in the room where the Smart Si thermostat is installed. You can set the Smart Si thermostat to display Celsius or Fahrenheit.
The current method of temperature control: heat, cool, or auto. See System Mode on page 12.
Current Set Point
The temperature at which the system is programmed to maintain at a particular point in time.
Press ▲(up) or ▼(down) to adjust it manually by increments of 1°F (0.5°C). If the system is set to Auto, press ◀(left) or ◀(right) to switch between heat and cool set points.
When you manually adjust the set temperature, you put the system into a Hold mode. See Hold Action on page 18. To return back to the pre-programmed temperature, press OK.
For maximum savings you should program your Smart Si thermostat to control the temperature automatically. See Creating Your Weekly Schedule on page 27.
Displays the current date and time for your time zone.
Indicates that the Smart Si thermostat is connected to the Internet. The more bars, the stronger the signal. A chain link indicates communication with the ecobee web servers.
Adjusting your Preferences
The Preferences menu has settings for personalizing your Smart Si thermostat.
From the Home screen, press MENU. Select Settings ▶ Preferences. Adjust each option to your personal preferences.
Name: You can customize the name of your Smart Si thermostat to suit your needs (i.e. Main Floor). This is useful if you have multiple systems or zones. You can view and edit your Smart Si thermostat name in the About menu on your Smart Si thermostat and also in your online Web Portal.
Temperature Display: Select Temperature Display to select Fahrenheit (°F) or Celsius (°C).
Date and Time: Select Date & Time to:
Set the current date.
Set the current time.
Select a 12-hour or 24-hour time format.
Select your time zone.
Enable or disable daylight savings adjustments.
Note: If you are connected to the Internet, the time and date are programmed automatically.
Brightness: The color screen has adjustable backlight brightness. You can control the intensity when the screen is active (i.e., when you are pushing buttons) and when the display is in standby mode (idle screen).
Select Brightness to:
Set the Active brightness intensity.
Set the Standby (idle screen) brightness intensity.
Set the minimum time the Smart Si thermostat will stay in active brightness before switching to standby brightness.
Hold Action: Whenever you manually adjust the set temperature, the Smart Si thermostat will indicate you are in a “Hold” mode. You can select how long the Smart Si thermostat will hold the new temperature before reverting back to the regular program:
Hold 2 hours
Hold 4 hours
Until next transition Thermostat will hold temperature until the next program period.
Indefinite Thermostat will hold temperature until you press OK.
Update Schedule When you adjust the set temperature, the system will update the temperature in the Weekly Schedule for the current period.
Ask Me Every time you adjust the set temperature you will be asked which of the options you would like to choose.
Quick Save Settings: In Quick Save mode, your system will automatically increase (in cool mode) or decrease (in heat mode) the temperature set point by the pre-configured amount. Quick Save mode can only be activated from the Web Portal or from the ecobee smartphone/ tablet application.
Access Control: You can protect your Smart Si thermostat so that certain features will require the user to enter a 4-digit access code. Use the arrow keys to highlight a number and then press OK. When you are done, select Save. The access control will be required once the idle screen is displayed.
To disable this feature, delete the number by selecting multiple times.
You can also configure the level of access control:
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 Smart Si thermostat’s Weekly Schedule.
Restrict Vacation Access The code is required to view and create a Vacation.
Restrict QuickSave The code is required to exit QuickSave mode from the Web Portal.
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 Smart Si thermostat, access to restricted features will be allowed until the Smart Si thermostat backlight timer has expired.
Temperature Range: You can configure the Smart Si thermostat so only a specific heat and/or cool set point range is permitted.
Heat Temp Range Press ▲ or ▼ select the maximum heat set point then press OK. Users will not be able to set the Smart Si thermostat to a temperature above this limit.
Cool Temp Range Press ▲ or ▼ to select the minimum cool set point and then press OK. Users will not be able to set the Smart Si thermostat to a temperature below this limit.
Recovery Options: Recovery options allow the Smart Si thermostat 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 Smart Si thermostat will start heating at the optimum time to ensure the set point is reached at the programmed time.
Smart Recovery Cool The Smart Si thermostat will start cooling 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 the systems from activating at the same time (thus creating a peak power demand). Press ▲ or ▼ to select a delay time and then press OK.
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, (thus creating a peak power demand). Press ▲ or ▼ to select a delay time and then press OK.
Utility CPP Setting: This section is 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 Smart Si thermostat. You can choose to Always Accept these events. In which case, you would just be notified that an event is in progress. Or if you choose Ask Me, when the Utility issues an event, 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.
Preferred Strategy: 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 in cool mode) than what you have programmed, the Smart Si 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 4 °F set forward, and your current cool set point is 76 °F, during an event your Smart Si thermostat set point will change to 80 °F until the event has expired.
System Off If this option is selected, the Smart Si thermostat will turn off heating and cooling 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
By default, the Smart Si thermostat includes four configurable periods:
- Awake: The start time of this period typically represents when you get up in the morning
- Work: This represents when you leave to go to work
- Home: This represents when you get home from work in the evening
- Sleep: This represents is when you go to bed at night
From the Home screen, press MENU. Select Weekly Schedule. Your weekly schedule is shown on the screen.
Using the Weekly Schedule Editor
The editor lets you to set specific times, temperatures and furnace fan settings for each day of the week. If your system is enabled for auto change-over mode, the heat and cool set temperatures will automatically be adjusted to ensure a minimum difference.
To edit your weekly schedule: Display your Weekly Schedule. Press OK. Select the Day. Select the Time, Heat or Cool Setting.
Press ▲ or ▼ to adjust the the value. Press ◀ or ▶ to toggle between columns. Press OK. Select Save and Continue.
Select any other days of the week that will also use the new settings. Use the navigation keys to switch between days and press OK to select a day. Select Continue. The new schedule is displayed on the screen.
Adding New Periods: To accommodate for your 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.
To add a new period: Display the schedule for a day and select Add New. Select Create New Item. Enter a name for the new period and select Save.
If your house is in-use during this period, select Yes; otherwise select No. Select Enable. Select the new time and press OK. The new period is added.
Disable a Period: To disable a period entirely, select the period’s Time and then select Disable.
Programming a Vacation
Start by entering a name for your vacation, followed by the start and end dates and times of your vacation. Available vacation settings include ecobee optimize, which means your Smart Si will automatically set your Heat Temperature, Cool Temperature, System Mode and Furnace Fan to maximize energy conservation while you are away. If you wish to manually configure those settings, select No.
To delete your vacation, go to MENU, select Vacation, then select the vacation you want to delete and press OK.. Scroll all the way to the bottom and select Delete Vacation.
To remove all vacation events, go to MENU, select Vacation and then scroll down to the bottom and select Delete All.
Configuring HVAC Settings
The first step after installing the Smart Si thermostat is to configure the settings for the various devices (such as a furnace or air conditioner) that are being connected.
The Equipment settings let you configure the devices connected to the thermostat. From the Home screen, press MENU. Select Settings ▶ Installation Settings. Select Equipment. Configure the devices connected to the thermostat.
Heat Pump: This section lets you configure a heat pump with up to 2 heat/2 cool stages plus an auxiliary heat source.
Geothermal heat pump Select Yes if you are using a geothermal heat pump. This helps the thermostat determine optimum performance and default settings. If you select No, the system will optimize the settings for an air-toair heat pump.
OB 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 activate when there is call for heat.
Min Cycle Off Time Configures the minimum compressor off time between cycles (240 to 900 seconds).
Min Outdoor Temp Disables the compressor when the outside air temperature reaches the configured minimum setting. This performs two functions. It prevents the compressor from running 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 to 65 °F (–17.8 to 18.3 °C) or can be completely disabled. Note: You need an internet connection for this feature to operate properly.
Allow HP with Aux Heat If you select Yes and there is a source of auxiliary heat, it will turn on in addition to the heat pump. The heat pump will be energized for the first 30 minutes. If, after 30 minutes, the set point has not been met, the auxiliary heat will be energized to assist the heat pump in meeting the load. If you select No, the heat pump will be energized for up to 2 hours. If after 2 hours the set point has not been met, the thermostat will shutdown the heat pump and energize the auxiliary heat to meet the set point. This option should also be used for installation where the heat pump evaporator coil is downstream from the source of auxiliary heat.
This setting is only available the Comp to Aux Temp Delta and Comp to Aux Runtime settings are both set to Auto (default)
Furnace: Allows you to enable and configure up to a 2-stage conventional heat source. If you have selected a heat pump as your primary source, this feature allows you to configure the 1st stage of auxiliary heat connected to the system.
Furnace Type: Allows you to configure the type of furnace. This helps the thermostat during heat cycles. Normally the HVAC system controls the fan during heat cycles.
Air Conditioner: Configures up to 2 stages of air conditioning. If you require a second stage, you must enable the Y2 relay.
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 MENU. Select Settings ▶ Installation Settings. Select Thresholds.
Allow Auto Heat/Cool: Enabling this option allows 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. The delta is adjustable from 2 to 10 °F (1.1 to 5.5 °C). The default value is 5 °F (2.8 °C).
Min Cycle Off Time Configures the compressor off time between cycles. This ensures the compressor does not short cycle (which could affect the operating life of the system). This time is adjustable from 240–900 seconds.
Min Outdoor Temp Configures the minimum outside air temperature at which the compressor will be disabled. This performs two functions. It prevents the compressor from running 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 to 65 °F (–17.8 to 18.3 °C) or can be completely disabled. Note: You need an internet connection for this feature to operate properly.
Aux Heat Settings
Max Outdoor Temperature: Configures the maximum outdoor temperature threshold. Above this level, the auxiliary heat will not be activated. The temperature is adjustable from 0 to 80 °F (26.5 °C) in increments of 0.5°F (0.5°C). The default value is 70°F (21°C).
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 from 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 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.
These options customize how long each stage will run before the next stage turns 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.
Reverse Staging: If enabled, the thermostat will cycle down from the higher stages so that as it approaches set point it will only be running in stage 1. The HVAC equipment will start in stage 1. As the stage 1 temperature delta is exceeded, the second stage will engage. Once the equipment has brought the current temperature back to within the heat or cool differential setting, stage 2 will disengage and stage 1 will remain running until the set point is meet.
Stage 2 Temp Delta The minimum difference between the current temperature and the set temperature that will activate the auxiliary heat (regardless if the maximum run time of the previous stage was reached). Options are Auto (default) and 1 to 10 °F (0.6 to 5.6 °C).
Stage 1 Max Runtime The maximum amount of time stage 1 will run before engaging the next stage. Options are Auto (default) and 10 to 120 minutes.
Comp to Aux Temp Delta The maximum amount of time this stage will run before engaging the next stage. Options are Auto (default) and 1 to 10 °F (0.6 to 5.6 °C).
Comp to Aux Runtime 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 (default), Disabled, and 1 to 10 °F (0.6 to 5.6 °C).
Cool Min On Time Sets the minimum equipment run time in cool mode: 1 to 20 min (default is 5 min).
Heat Min On Time Sets the minimum equipment run time in heat mode: 1 to 20 min (default is 5 min).
Temp Correction: Lets you program an offset between the real temperature at thermostat and the displayed temperature. If you find that the temperature where the thermostat is located does not represent the room temperature, change the offset to compensate for the difference. The correct temperature is adjustable from +/- 10°F in 0.5°F (0.3°C) increments.
Installer Code: To prevent accidental modifications to the installation settings, you can enable a 4-digit installer code. This code is pre-programmed to 3262.
Test Equipment: These options let you test the wiring and connections of the devices connected to the thermostat by turning them on or off. The equipment will turn off when you exit the menu.
To test the equipment: From the Home screen, press MENU. Select Settings ▶ Installation Settings. Select Test Equipment. Select OK.
Test the equipment connected to the thermostat by turning each component on and off.
Reminders and Alerts
Your Smart Si thermostat can be programmed to remind you of required filter changes and regular maintenance.
If you are not sure about what equipment you have installed or whether you need to replace rather than clean your filters, please contact your heating and cooling contractor, or consult your original equipment manuals for the recommended maintenance procedures.
HVAC Service: The HVAC Service (Maintenance) alert is displayed on the screen when regularly scheduled maintenance is required. It will also show your contractor’s contact information (if programmed by the contractor). Select this item to turn the reminder on or off, show the date of the last service, and select a reminder interval.
To set up Reminders: From the Home screen, press MENU. Select Reminders and Alerts. Adjust each option to your personal preferences.
Furnace Filter: Sets the reminder period for cleaning or replacing the furnace air filter. Select this item to turn the reminder on or off and set the reminder interval in run-time hours or calendar months. You can also check the date of the last filter change.
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.
The Smart Si thermostat can generate alerts when the temperature in the home reaches a pre-programmed temperature. This protects your home from damage due to freezing or excessive heat. If this alert has been set up, you will see the alert on the Smart Si thermostat’s screen. If you’ve configured your personal Web Portal, you will also receive an email alert.
To set up Alerts: From the Home screen, press MENU. Select Reminders and Alerts. Adjust each option to your personal preferences.
Low Temp Alert: Select this item to set the temperature at which the Smart Si thermostat will generate a Low Temperature alert. The range can be adjusted to:
Off – no alert will be generated.
Set temperature range of 35 to 68 °F (1.5 to 20 °C).
High Temp Alert: Select this item to set the temperature at which the Smart Si thermostat will generate a High Temperature alert. The range can be adjusted to:
Off – no alert will be generated.
Set temperature range of 60 to 104 °F (15.5 to 40°C).
Aux Heat Runtime Alert (optional): If you have a heat pump with auxiliary heat configuration, you can program the Smart Si thermostat to generate an alert if the auxiliary heat runs for more than this programmed amount of time during a 24-hour period.
Aux Outdoor Temp Alert (optional): If you have a heat pump with auxiliary heat configuration, you can also program the Smart Si 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.)
Display Alerts on Thermostat: Select No if you do not want any of the alerts to be displayed on the screen. Alerts will continue to be displayed on the Web Portal and sent via email.
Enable Heating/Cooling Alerts: Select No if you do not want the Smart Si thermostat to generate an alert if a system is not responding to a call for heat or cool. If disabled, these alerts will not be shown on the Smart Si thermostat or Web Portal and no emails will be sent.