How to Set Up an ecobee Smart Thermostat

Introduction

We will guide you through the first time setup for your ecobee thermostat. Before we begin, we should first determine how far you are along with the hardware setup. If you've already installed the thermostat on the wall, then we can skip ahead and register the thermostat and begin using it. If the thermostat isn't installed yet, we can guide you through the process or you can have a professional install it and then return here later.

? Is the thermostat currently installed on the wall?

  1. Yes, help me register it
  2. No, guide me through installing it
  3. No, I am having a professional install it

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We will guide you through the first time setup for your ecobee thermostat. Before we begin, we should first determine how far you are along with the hardware setup. If you've already installed the thermostat on the wall, then we can skip ahead and register the thermostat and begin using it. If the thermostat isn't installed yet, we can guide you through the process or you can have a professional install it and then return here later.

Depending on which ecobee thermostat you have, the setup options might be slightly different but the steps should be similar.

  1. The first screen after the thermostat boots up shows you the wiring diagram. Tap Yes if it's correct.
    Wiring diagram screen in thermostat setup.
  2. Choose whether you have any accessories connected to the HVAC system then tap Next.
    Connected accessories query screen in thermostat setup.
  3. Select your preferred temperature reading scale and tap Next.
    Temperature reading scale selection screen in thermostat setup.
  4. The thermostat will try to configure your heating and cooling equipment automatically. Make any necessary manual changes then tap Next.
    Equipment configuration screen in thermostat setup.
  5. Choose a name for your thermostat or type in a custom name then tap Next.
    Name entry screen in thermostat setup.
  6. Set your preferred temperature during the winter by moving the slider up and down then tap Next.
    Cold temperature setpoint screen in thermostat setup.
  7. Set your preferred temperature during the summer by moving the slider up and down then tap Next.
    Hot temperature setpoint screen in thermostat setup.
  8. Select the current mode of your HVAC system then tap Next.
    HVAC mode selection screen in thermostat setup.
  9. Choose whether you want to use the Smart Home/Away feature which overrides any existing settings if it detects you being home during a time when you should be away and vice versa then tap Next.
    Smart home/away feature toggle screen in thermostat setup.
  10. Select your country of residence then tap Next.
    Country selection screen in thermostat setup.
  11. Select the closest city in your time zone and tap Next.
    Time zone selection screen in thermostat setup.
  12. Choose whether you want to setup the Wi-Fi connection now.
    Wi-Fi configuration query screen in thermostat setup.
  13. If you chose to setup the Wi-Fi connection now, then tap on Select Wi-Fi Network then tap Next.
    Wi-Fi setup method screen in thermostat setup.
  14. Pick your Wi-Fi Network from the list then tap Next.
    Wi-Fi network selection screen in thermostat setup.
  15. Enter the Wi-Fi Password if required then tap Connect.
    Wi-Fi password entry screen in thermostat setup.
  16. You'll get a connection status message. Tap Next to continue.
    Wi-Fi connection confirmation screen in thermostat setup.
  17. Set your time, date and format then tap Next.
    Time and date setup screen in thermostat setup.

Once the ecobee app has been installed, you must register your ecobee device with it to be able to control it remotely.

On Your Thermostat

  1. Tap the Menu. 
    Main menu icon for the ecobee
  2. then go to Registration to obtain the registration code.
    Registration screen on Ecobee thermostat

On Your Smartphone or Tablet

    1. Open the ecobee app on your mobile device.
      Ecobee icon
    2. Tap Login. If you need to create an account tap Register.
      The ecobee registration page

Create a New Account

  1. Enter the registration code that appears on the thermostat, then tap Next.
    Entering thermostat code
  2. Tap the box to put a check mark to the left of Accept Terms & Conditions, then tap Next.
    Accepting the terms and conditions
  3. Fill in your name, email address and password to use with your ecobee account, then tap Next.
    Account creation
  1. Enter the registration code that appears on the thermostat, then tap Next.
    Entering thermostat code
  2. Choose whether you want the local weather to optimize the operation of your thermostat by toggling the On/Off switch, then tap Next.
    Weather toggle
  3. Choose whether you want Home IQ to track HVAC usage and provides energy reports. Tap Next.
    Home IQ toggle
  4. If you chose to enable Home IQ, fill in the required information, then tap Next.
    Home IQ fields
  5. On the Congratulations screen tap Done.
    Congratulations screen
  1. The Ecobee4 is different than other Ecobees as it comes with Alexa already installed.
  2. Once you've set up and registered your Ecobee4 you'll be asked to set up Alexa.
  3. From the screen on your smart phone, select Set Up Now.
    Ecobee4 smartphone screen showing alexa set up now
  4. Select Sign into Amazon and enter your details.
    Ecobee4 sign into amazon explanation
  5. Agree to the TOS.
    Ecobee4 amazon terms and services
  6. That's it. Your Ecobee4 is now connected to Alexa!
    Ecobee4 Alexa success

Ecobee mobile app platforms

To be able to control the ecobee smart thermostat remotely from your phone or tablet, you have to install the ecobee app onto your mobile device and register the thermostat for remote access. The app can also guide you through the installation process if you choose to do it yourself.

  1. Launch the Play Store on your smartphone.
    Google Play Store.
  2. Select the search bar at the top.
    Google Play Store with Search highlighted.
  3. Type in Ecobee, then select Ecobee from the list.
    Ecobee icon
  4. Tap on Install and then Open to use it.
    Ecobee Android app landing page
  1. Open the App Store.
    iOS App Store
  2. Select Search in the bottom right corner.
    Apple App Store navigation bar with Search highlighted.
  3. Type in Ecobee, and select Ecobee from the list.
    Ecobee search results
  4. Select Get for Ecobee.
    Ecobee get button
  5. Select Open.
    Open button

Ecobee mobile app platforms

To be able to control the ecobee smart thermostat remotely from your phone or tablet, you have to install the ecobee app onto your mobile device and register the thermostat for remote access. The app can also guide you through the installation process if you choose to do it yourself.

  1. Launch the Play Store on your smartphone.
    Google Play Store.
  2. Select the search bar at the top.
    Google Play Store with Search highlighted.
  3. Type in Ecobee, then select Ecobee from the list.
    Ecobee icon
  4. Tap on Install and then Open to use it.
    Ecobee Android app landing page

To install the thermostat yourself you can use the ecobee app on your smartphone or tablet to guide you thru the process:

  1. Open the ecobee app and tap on Install your thermostat.
    Ecobee mobile app login screen
  2. Choose the thermostat you are installing.
    Thermostat selection screen
  3. Review the instructions with pictures. The app will show you what you should find in the box.
    Package contents shown for selected thermostat
  4. And what tools or other prerequisites you'll need.
    Tools needed for installation shown
  5. Watch the video tutorials.
    Thermostat installation video tutorials viewable in mobile app
  6. And just follow the guides to install your thermostat.
  1. Open the App Store.
    iOS App Store
  2. Select Search in the bottom right corner.
    Apple App Store navigation bar with Search highlighted.
  3. Type in Ecobee, and select Ecobee from the list.
    Ecobee search results
  4. Select Get for Ecobee.
    Ecobee get button
  5. Select Open.
    Open button
If you're having the thermostat installed by a professional, then you can return later to this guide to continue with the rest of the setup if needed.
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