Ecobee Thermostat - Initial Setup

Purpose

Use this procedure when a customer is installing and setting up a new Ecobee thermostat for the first time.

Customer Symptoms

Customer wants to:

• Install a new Ecobee thermostat
• Connect Ecobee to Wi-Fi
• Create or sign into an Ecobee account
• Complete thermostat setup
• Register the thermostat
• Configure initial settings
• Pair the thermostat with the Ecobee app

Before You Begin

Verify the customer has:

• Installed the thermostat according to Ecobee wiring instructions
• Restored power to the HVAC system
• A working Wi-Fi network
• Wi-Fi network name and password
• An Ecobee account or email address for registration
• The Ecobee app installed on their mobile device

Power On the Thermostat

1. Restore power to the HVAC system.
2. Wait for the Ecobee thermostat to start.
3. Verify the thermostat display powers on.
4. Follow the on-screen setup prompts.

Connect to Wi-Fi

1. Select the desired Wi-Fi network.
2. Enter the Wi-Fi password.
3. Select Connect.
4. Wait for the thermostat to establish an internet connection.

Sign In or Create an Ecobee Account

1. Follow the on-screen prompts.
2. Sign in to an existing Ecobee account or create a new account.
3. Verify account information.
4. Complete registration.

Register the Thermostat

1. Open the Ecobee app.
2. Sign in to the Ecobee account.
3. Select Add Device.
4. Follow the prompts to pair the thermostat.
5. Confirm the thermostat appears in the account.

Configure Initial Settings

Review and configure:

• Home address
• Time zone
• Temperature units (Fahrenheit or Celsius)
• Heating preferences
• Cooling preferences
• Fan settings
• Schedule preferences

Test System Operation

Test Heating

1. Set the thermostat to Heat Mode.
2. Increase the temperature above room temperature.
3. Verify heating equipment starts.

Test Cooling

1. Set the thermostat to Cool Mode.
2. Lower the temperature below room temperature.
3. Verify cooling equipment starts.

Test Fan

1. Turn the fan on manually.
2. Verify airflow is present.

Troubleshooting

Thermostat Will Not Power On

1. Verify HVAC breaker is on.
2. Verify thermostat wiring is secure.
3. Confirm compatible HVAC equipment.
4. Check fuse or transformer if applicable.

Cannot Connect to Wi-Fi

1. Verify Wi-Fi password.
2. Move closer to the router.
3. Restart the router.
4. Restart the thermostat.
5. Attempt connection again.

Thermostat Not Appearing in App

1. Verify the thermostat is online.
2. Verify account login credentials.
3. Refresh the Ecobee app.
4. Remove and re-add the thermostat if necessary.

Heating or Cooling Not Working

1. Verify HVAC mode selection.
2. Review wiring connections.
3. Confirm HVAC equipment is operational.
4. Review installation settings.

Expected Outcome

The Ecobee thermostat is successfully connected to Wi-Fi, registered to the customer's Ecobee account, paired with the Ecobee app, and fully operational for heating, cooling, and scheduling functions.