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ecobee Smart Si Thermostat

Smart Si Thermostat  
User Manual  
CONTENTS  
GETTING STARTED  
1
SMART Si THERMOSTAT BASICS  
What’s on the Home Screen?  
Using the Navigation Buttons  
Idle Screen  
2
2
4
5
6
About Your Smart Si Thermostat  
CONNECTING TO THE INTERNET  
Setting Up WiFi and Obtaining a Registration Code  
Configuring a Web Portal Account  
6
7
8
Re-registering the Smart Si Thermostat  
10  
USING YOUR SMART Si THERMOSTAT  
System Mode  
Fan  
11  
12  
12  
14  
14  
15  
15  
16  
Weather Forecast  
Resetting the Thermostat  
Rebooting the Smart Si Thermostat  
Cleaning the Smart Si Thermostat  
What To Do If You Move  
CONFIGURING YOUR SMART Si THERMOSTAT  
Configuring Personal Preferences  
Utility CPP Setting  
Set Up Reminders and Alerts  
Configure Alerts  
17  
17  
21  
23  
24  
26  
27  
28  
29  
WiFi  
Creating Your Weekly Schedule  
Using the Weekly Schedule Editor  
Scheduling a Vacation  
UNDERSTANDING ALERTS  
31  
List of Alerts  
32  
GETTING STARTED  
Welcome  
ecobee helps homeowners conserve energy,  
save money and reduce their environmental  
impact. Our products automate energy  
conservation, making it comfortable when you  
are home and saving money when you are not.  
Key features of the  
Smart Si thermostat:  
Color display  
Precision +/- 1°F (0.5°C)  
temperature control  
For more information, visit us at ecobee.com.  
Remote access via the  
Internet, tablet or  
smartphone  
Vacation programming  
Seven-day programming  
Humidity sensing  
Intelligent algorithms  
that adapt to your home  
and preferences  
OK  
Fan control  
MENU  
BACK  
ecobee  
Smart Si thermostat  
1
SMART Si THERMOSTAT  
BASICS  
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.  
4
1
5
2
3
Home screen  
1. 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. See Temperature  
Display on page 17.  
2
2. System Mode  
The current method of temperature control:  
heat, cool, or auto. See System Mode on page  
1
2.  
3. 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.  
4. Current Time/Date  
Displays the current date and time for your  
time zone.  
5. Internet Access  
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.  
3
Using the Navigation Buttons  
The navigation buttons located on the right of  
the Smart Si thermostat let you select options  
and control the Smart Si thermostat.  
OK  
(up) On the Home screen, press  to  
increase the temperature set point by 1°F  
0.5°C). For menus, press to move up.  
(
(down) On the Home screen, press to  
decrease the temperature set point by 1°F  
0.5°C). For menus, press to move down.  
(
(left) On the Home screen, if Auto mode is  
enabled, press to switch between heat and  
cool set points. For menus, press to go back  
to the previous screen.  
(right) On the Home screen, if Auto mode  
is enabled, press to switch between heat  
and cool set points. For menus, press to  
choose the currently highlighted option.  
OK On a menu screen, press OK to choose  
the currently highlighted option. If a  
configuration option is selected, pressing OK  
will keep its new value and return back to the  
previous screen.  
MENU Pressing MENU displays a list of all  
available options. If a menu is currently  
displayed, pressing MENU will cancel any  
unsaved changes and return to the Home  
screen.  
MENU  
BACK On a menu screen, press BACK to go  
back to the previous screen.  
BACK  
4
On-Screen Keyboard  
If you need to type in any information, an on-  
screen keyboard will appear. To enter a letter or  
number, move to the character by pressing the  
arrow keys and then press OK to select it.  
Select  
to enter commonly used symbols. If you make a  
mistake, press to delete the text .  
to enter capital letters; select  
To keep your changes, select  
. To cancel your  
changes, press the BACK button.  
Idle Screen  
When you are not actively using your Smart Si  
thermostat, the screen will dim and display the  
idle screen.  
To customize the content  
of the idle screen:  
From the Home screen,  
press MENU.  
Select Settings ▶  
Preferences Idle Screen  
From here you can enable/  
disable the idle screen, the  
temperature bubbles, and  
date/time display.  
Idle screen  
The Idle screen can show the temperature, time  
and date, humidity, weather conditions, and  
operating mode (red for heat, blue for cool).  
Snowflake and flame icons indicate if cooling or  
heating is currently engaged.  
Note that you need to connect your Smart  
Si thermostat to the Internet for the outdoor  
temperature, outdoor humidity, and weather  
indicators to function.  
5
About Your Smart Si Thermostat  
To view information  
about your Smart Si  
thermostat:  
The About menu displays useful information  
about your Smart Si thermostat, its serial  
number, and optional information about the  
contractor who installed it. You may need this  
information if you are having difficulties or need  
technical support.  
From the Home screen,  
press MENU.  
Select About.  
The About page also displays information about  
your current WiFi configuration. You can use  
these settings to help troubleshoot Internet  
connectivity issues.  
CONNECTING TO THE  
INTERNET  
Connect your Smart Si thermostat to the  
Internet so you can control it from your own  
personalized, secure ecobee Web Portal,  
smartphone, or tablet.  
From the Web Portal, you can:  
Program, configure and control your Smart Si  
thermostat.  
Control your Smart Si thermostat from  
anywhere you have Internet access (including  
smartphones and tablets).  
Use local weather data to maximize energy  
savings.  
Receive important alerts and reminders about  
your heating and cooling system.  
Note: To connect your system to your personalized  
ecobee Web Portal you must have a broadband  
Internet connection and a wireless 802.11 b/g/n  
(
WiFi) home network.  
6
Setting Up WiFi and Obtaining a  
Registration Code  
The Smart Si thermostat uses your home WiFi  
network to connect to the Internet. First, enable  
To set up WiFi:  
From the Home screen,  
WiFi on the Smart Si thermostat (see instructions press MENU.  
to the right).  
Select Register Thermostat.  
The Smart Si thermostat will display a list of  
available networks, along with an indication of  
the signal strength (the more bars, the better)  
and whether encryption is used.  
Select Continue.  
Select WiFi Settings.  
Select WiFi Radio ▶  
Enabled.  
If your home network is not listed, or if the signal  
strength is very low, try adjusting the antenna  
on your wireless router. If that doesn’t improve  
the signal, try moving your router closer to the  
Smart Si thermostat.  
Select your network from  
the list.  
If prompted, enter your  
network password.  
The Smart Si thermostat will  
automatically connect to  
Once your network has been detected, select it  
from the list. If the network is encrypted, you will the Internet and display a  
be asked to enter a password for that network.  
This is the password you created when the  
wireless router was first set up.  
registration code.  
Write down the registration  
code; you will need it in the  
next step.  
After you provide the password, your Smart Si  
thermostat will automatically connect to the  
Internet. A chain link on the screen indicates you  
have established a connection with the ecobee  
web servers.  
Write down the registration code as you will  
need it when configuring your Web Portal  
account. You can leave the code displayed on  
the screen while you continue with the next  
step.  
7
Having Trouble?  
If you are having trouble connecting to the  
Internet or finding your WiFi network, you may  
need to configure your network parameters  
manually. See WiFi on page 26.  
Configuring a Web Portal  
Account  
After setting up WiFi on your Smart Si  
thermostat and obtaining the registration code,  
you need to configure your Web Portal account.  
1
. From a web browser on a PC, visit  
www.ecobee.com and click on the LOGIN link.  
2
3
. Click REGISTER THERMOSTAT.  
. Click the Smart Si thermostat.  
4
. Click Create a new account.  
(
If you already have a Web Portal, click Register  
to an existing account, enter your email address  
and password, and proceed to step 6).  
8
5
. Enter your email address and password. Click  
Create Web Portal.  
6
. Enter the registration code displayed on the  
Smart Si thermostat. Click Register.  
Note: If you forgot the registration code, select  
Register Thermostat again from the Smart Si  
thermostat menu and obtain a new registration  
code.  
9
7
. Return back to your Smart Si thermostat and  
select Yes to confirm your email address and  
complete the registration process. If you made a  
mistake with your email address, select No and  
repeat the registration process.  
Your Smart Si thermostat is now registered.  
You can now monitor and control your Smart  
Si thermostat from the Web Portal or from your  
smartphone or tablet.  
Re-registering the Smart Si  
Thermostat  
To reset your  
registration:  
There are times when you may need to re-  
register your Smart Si thermostat. For example, if  
you are a new homeowner who has just moved  
to a home with an existing Smart Si thermostat.  
To re-register your Smart Si thermostat, reset the  
registration and redo the registration process.  
From the Home screen,  
press MENU.  
Select Settings Reset.  
Select Reset Registration.  
Confirm the reset by  
selecting Yes.  
10  
USING YOUR SMART Si  
THERMOSTAT  
The bright, easy-to-read screen on your Smart Si  
thermostat makes it simple to review and adjust  
the settings any time you want.  
Adjusting the Temperature  
You can easily adjust the temperature  
without changing the Smart Si thermostat’s  
programming by pressing the arrow keys when  
the Home screen is displayed.  
Press to increase the temperature set point  
by 1°F (0.5°C).  
Press to decrease the temperature set  
point by 1°F (0.5°C).  
If the Smart Si thermostat is set to Auto mode,  
press to select the Cool setting.  
If the Smart Si thermostat is set to Auto mode,  
press to select the Heat setting.  
Once you’ve adjusted the temperature, the  
screen indicates that you are currently holding  
the set temperature rather than running a  
program.  
The Smart Si thermostat will hold the new  
temperature for the duration you specified in  
the Hold Action option during the initial setup  
(see Hold Action on page 15) or until you press  
OK.  
If you are using Auto mode, note that there is  
a minimum difference allowed between heat  
and cool set temperatures. The system will  
prevent you from setting the temperatures  
1
1
to within these limits. See the Smart Si  
Thermostat Installation Manual for information  
about configuring the minimum temperature  
difference settings.  
System Mode  
To change system mode: This menu sets your system to use heat, cool, or  
auto mode:  
From the Home screen,  
press MENU.  
Cool The system will turn on the air  
Select System Mode.  
conditioner when the current temperature  
rises above the set temperature.  
Select your temperature  
mode: Heat, Cool, Auto  
or Off.  
Heat The system will turn on the heat when  
the current temperature drops below the set  
temperature.  
Auto The system is in Auto-changeover  
mode and will activate the heating or cooling  
systems to keep your home within the desired  
range of set temperatures.  
Auxiliary Heat Only The system will only  
use the auxiliary or back-up heat source to  
maintain the heat set point temperature (only  
appears if auxiliary heat is configured).  
Off The system is off and will only display the  
current temperature.  
Fan  
To change fan settings:  
This menu displays the current furnace fan  
setting:  
From the Home screen,  
press MENU.  
On Forces the fan to run continuously,  
regardless of the weekly schedule  
programming. The fan will also run if the  
system mode is Off.  
Select Fan.  
Configure your fan settings.  
12  
Auto Turns on the fan when the system is  
heating or cooling your home, or to satisfy the  
minimum fan “on”time.  
When you switch between Auto and ON in fan  
control, the Smart Si thermostat will prompt  
you with the following:  
Hold 2 hours The fan will switch to this  
setting but revert back to weekly schedule  
after 2 hours.  
Hold 4 hours The fan will switch to this  
setting but revert back to weekly schedule  
after 4 hours.  
Indefinite The fan will switch to this  
setting and will only revert back if you do  
so manually .  
Until Next Transition The fan will switch to  
this setting but will revert back when the  
program switches to the next period.  
Update Schedule The fan will update the  
current schedule with this new fan setting.  
After the fan mode is changed and you return  
to the home screen, the Smart Si thermostat  
will indicate that it is in a Hold state. The  
temperature setting will also be set to Hold.  
Press OK to revert the fan mode back to  
the weekly schedule fan and temperature  
settings.  
Minimum “On”Time Sets a minimum amount  
of time per hour that the furnace fan will run.  
This improves air circulation and results in a  
more consistent temperature than with the  
Auto setting while being more cost-effective  
than the On setting.  
1
3
Weather Forecast  
To view the weather  
forecast:  
Displays the current outdoor temperature and  
weather conditions for your registered location.  
From the Home screen,  
press MENU.  
Note that when you register, it’s important to  
select your location accurately, as ecobee will  
use your local weather data to optimize your  
heating and cooling. You must register your  
Smart Si thermostat for this feature to operate.  
Select Weather Forecast.  
Press OK to switch between  
the 4-day and 24-hour  
forecast.  
Weather Forecast screen  
Resetting the Thermostat  
At some point during the life of the Smart Si  
thermostat you may want to quickly reconfigure  
it or restore it to the default state.  
To reset your Smart Si  
thermostat:  
From the Home screen,  
press MENU.  
Reset Registration Resets the connection  
between your Smart Si thermostat and your  
personalized Web Portal. This terminates the  
link between the Smart Si thermostat and  
your email address/password. Note: After  
this reset, you must re-register your Smart Si  
thermostat if you want to continue to use your  
Web Portal.  
Select Settings Reset.  
Choose the reset option  
that suits your needs.  
14  
Reset Preferences and Schedule Resets  
all your preferences, reminders, alerts and  
programming back to the default state.  
HVAC Equipment Settings Resets the Smart  
Si thermostat’s equipment, threshold and  
sensor configuration.  
Reset All Settings Resets the Smart Si  
thermostat back to its default factory settings  
and removes any registration information.  
Reset Contractor Info Resets any  
information about the Contractor who  
installed the Smart Si thermostat.  
Rebooting the Smart Si  
Thermostat  
You can reboot the Smart Si thermostat by  
pressing the physical hardware reset button,  
located through an opening in the bottom left  
corner of the Smart Si thermostat. Rebooting  
will not alter programming or configuration  
options.  
Reset button  
Cleaning the Smart Si  
Thermostat  
You can clean the Smart Si thermostat’s screen  
by spraying water or any mild, non-abrasive  
household cleaner on to a clean cloth. Wipe the  
surface of the screen with the dampened cloth.  
Note: Do not spray any liquids directly onto your  
Smart Si thermostat.  
1
5
What To Do If You Move  
If you move there a few things to consider about  
your ecobee system:  
If you did not activate your personalized  
Web Portal, you can simply take the Smart Si  
thermostat with you or leave it in the house.  
If you already have registered your Smart Si  
thermostat with ecobee.com, you need to  
update your Web Portal to reflect your new  
address.  
Leaving It Behind  
If you’re moving and are not taking your Smart  
Si thermostat with you, log onto the Web  
Portal and select Reset under the Settings tab.  
Select Reset Registration. This terminates the  
association between your Smart Si thermostat  
and your personalized Web Portal (you can also  
accomplish the same thing by choosing Reset  
Registration on the Smart Si thermostat itself).  
You can always add another device for your new  
home with the same account.  
The new homeowners will need to register the  
Smart Si thermostat and set up their own Web  
Portal.  
Taking It With You  
If you’re moving and want to take the Smart Si  
thermostat with you, you’ll need to re-connect  
it to the Internet and update your location and  
house information (select My House under the  
Settings tab) .  
16  
CONFIGURING YOUR  
SMART Si THERMOSTAT  
This section describes how configure the  
personal preferences, temperature settings, and  
operation of your Smart Si thermostat. There are  
three key steps:  
Configure Personal Preferences  
Set up Reminders and Alerts  
Create your Weekly Schedule  
Note: You can also configure your Smart Si  
thermostat from your personalized Web Portal.  
Simply open a web browser, go to ecobee.com, and  
log in.  
Configuring Personal  
Preferences  
The Preferences menu has settings for  
personalizing your Smart Si thermostat.  
To configure personal  
Preferences:  
From the Home screen,  
press MENU.  
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.  
Select Settings ▶  
Preferences.  
Adjust each option to your  
personal preferences.  
Temperature Display  
Select Temperature Display to select Fahrenheit  
(°F) or Celsius (°C).  
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7
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.  
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:  
18  
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.  
1
9
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.  
20  
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.  
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1
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.  
22  
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.  
Set Up Reminders and Alerts  
Your Smart Si thermostat can be programmed  
to remind you of required filter changes and  
regular maintenance.  
To set up Reminders:  
From the Home screen,  
press MENU.  
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.  
Select Reminders and  
Alerts.  
Adjust each option to your  
personal preferences.  
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.  
2
3
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.  
Configure Alerts  
To set up Alerts:  
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.  
From the Home screen,  
press MENU.  
Select Reminders and  
Alerts.  
Adjust each option to your  
personal preferences.  
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.  
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  
2
0 °C).  
24  
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.  
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5
WiFi  
To configure WiFi  
manually:  
The Smart Si thermostat supports WiFi 802.11  
b/g/n. Use the Advanced Configuration option  
in the WiFi menu to configure your network  
parameters. Choose the network from the list  
or manually add a new one (i.e. if your network  
does not broadcast its SSID).  
From the Home screen,  
press MENU.  
Select WiFi.  
Adjust the network options  
for your home network.  
You will then be able to view and configure the  
following network parameters:  
DHCP (select Disabled to use a static IP  
Address; if unsure, leave DHCP Enabled)  
SSID  
Encryption (WEP, WEP128, WPA, or WPA2)  
Password (if encryption is used)  
WiFi Channel  
IP Address and IP Subnet  
Gateway  
Primary and Secondary DNS  
If you need to specify your Smart Si thermostat’s  
MAC address in your router’s configuration, you  
can obtain it from the About menu.  
26  
Creating Your Weekly Schedule  
Your heating and cooling needs change  
To view your weekly  
schedule:  
depending on the time of day and day of the  
week. For example, if there’s no one in the house  
during the workday you might want to let the  
temperature go up in the summer, to reduce  
energy used by the air conditioning system, and  
down in the winter, to reduce heating energy.  
From the Home screen,  
press MENU.  
Select Weekly Schedule.  
Your weekly schedule is  
shown on the screen.  
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.  
Weekly Schedule  
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We call it a Smart Si thermostat because it  
learns how your home and heating and cooling  
equipment perform. Intelligent algorithms  
combine weather data, your HVAC equipment  
run times and occupancy schedules to optimize  
performance and maximize energy savings. This  
means you can be comfortable when you are  
home and save money when you are not.  
If your schedule changes, you can quickly and  
easily update the Smart Si thermostat settings  
on the device itself or online through your Web  
Portal.  
To edit your weekly  
schedule:  
Using the Weekly Schedule  
Editor  
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.  
Schedule Editor  
The Weekly Schedule 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.  
Select Continue. The new  
schedule is displayed on the  
screen.  
28  
Adding New Periods  
To add a new period:  
Display the schedule for a  
day and select Add New.  
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.  
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.  
Disable a Period  
Select Enable.  
To disable a period entirely, select the period’s  
Time and then select Disable.  
Select the new time and  
press OK.  
The new period is added.  
Scheduling a Vacation  
The Smart Si thermostat’s Vacation feature helps To schedule a vacation:  
you conserve energy while you are away for  
extended periods of time. It also ensures your  
home is comfortable when you return.  
From the Home screen,  
press MENU.  
Select Vacation.  
Select Add Vacation.  
Enter a Name.  
A vacation event includes a name, start date and  
time, as well as the end date and time. You can  
enter any number of uniquely named vacations.  
Other vacation features to choose from include:  
Enter the Start and End  
dates and times of your  
vacation.  
ecobee optimize  
Select Yes to have the Smart Si thermostat  
automatically set your Heat Temperature, Cool  
Temperature, System Mode and Furnace Fan  
settings to maximize energy conservation while  
you are away.  
Select No to manually configure Heat  
Temperature, Cool Temperature and Fan  
settings. These settings will be remembered the  
next time you create a vacation event.  
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9
Heat Temperature  
Programs the 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  
Programs the 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.  
Delete Vacation  
You can delete individual or all vacation events:  
To remove an individual vacation event,  
display the details about the vacation event,  
then select Delete Vacation Yes.  
To remove all vacation events, display the  
Vacation menu and select Delete All Yes.  
Fan  
Toggles the fan setting between ON and Auto.  
ON The fan runs all the time regardless of  
programming or if there is a call for heat or  
cool. The fan will also run if the System Mode  
is OFF.  
Auto This option turns the furnace fan on but  
only when the system is heating or cooling  
your home, or to satisfy the minimum fan run  
time as programmed.  
30  
Fan Min On Time This feature 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 fan setting.  
In either mode, the Smart Si thermostat will  
ensure that when your vacation ends, the Smart  
Si thermostat will revert to the regular settings.  
Note: If you were running your regular program  
prior to the start of your vacation, on your return,  
the Smart Si thermostat will restore your home to  
those settings. If you were in Hold mode prior to the  
start of your vacation, the Smart Si thermostat will  
restore the home to whatever the set temperature  
was just prior to your vacation.  
UNDERSTANDING ALERTS  
From time to time your ecobee system will  
display an alert — a reminder to change the  
furnace filter, or perform regular maintenance,  
for example.  
If you have connected your Smart Si thermostat  
to the Internet, these alerts can also be sent to  
you via email.  
When an alert displays, you can dismiss it or ask  
to be reminded later.  
For example, if you receive a furnace filter alert  
and choose Remind me later, the alert will clear  
and display again 24 hours later. If you choose  
OK when the alert displays, it will reset the  
reminder.  
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1
List of Alerts  
Your Smart Si thermostat can generate the  
following alert messages (some alerts may not  
apply depending on your system.)  
Furnace Air  
Filter  
Furnace filter needs to be  
cleaned or changed.  
UV Lamp  
UV lamp needs to be changed.  
Low Temp Alert  
Temperature in the home is too  
low.  
High Temp Alert  
Temperature in the home is too  
high.  
Heat Not  
Responding  
The system has failed to heat  
the home.  
Cool Not  
Responding  
The system has failed to cool the  
home.  
Maintenance  
Reminder  
HVAC system due for regular  
maintenance.  
Auxiliary Heat Run  
Time  
Auxiliary heat source is running  
too often.  
Auxiliary Outdoor  
Temperature  
Your Smart Si thermostat  
auxiliary heat has been called  
to run when the outdoor  
temperature exceeds the  
programmed set point.  
32  
3
-Year Limited Warranty  
ecobee warrants that for a period of three (3) years from the date of purchase by the  
consumer (“Customer”), the ecobee Smart Si thermostat (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 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.  
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 the following address: ecobee Customer Service, 477  
Richmond Street West, #210, Toronto, ON M5V 3E7, Canada. 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;  
(b) contact ecobee directly for service 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 Customer’s credit card for the value of the replacement Product until ecobee has  
received the defective Product). Product should be returned to the following address:  
ecobee Customer Service, 477 Richmond Street West, #210, Toronto, ON M5V 3E7,  
Canada. 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  
Customer’s 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;  
was subject to abuse, neglect, electrical fault, improper handling, accident or acts  
of nature;  
3
3
was not installed by a licensed Heating Ventilating and Air Conditioning (HVAC)  
contractor; or  
was installed improperly.  
ecobee’s sole responsibility shall be to repair or replace the Product within the terms  
stated 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.  
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  
limited to the three-year duration of this limited warranty. No warranties, whether  
express 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.  
from jurisdiction to jurisdiction. If you have any questions regarding this warranty,  
please write ecobee Customer Service, 477 Richmond Street West, #210, Toronto,  
Ontario M5V 3E7, Canada.  
End User Software License Agreement  
Please read the following carefully, as this end user software license agreement  
(
4
(
“EULA”) is a legal agreement between ecobee Inc., having its place of business at  
77 Richmond Street West, #210, Toronto, ON, M5V 3E7 Canada, {”ecobee”) and you  
either an individual or the entity that you represent and referred to in this agreement  
as“licensee”), The original purchaser of ecobee product (The“product”or“products”)  
embedded with ecobee proprietary software (the“software”) concerning licensee’s  
limited access to and use of the software. By using the product (including the software  
embedded in the product), you are indicating your acceptance of, and you agree to be  
bound by the terms and conditions of this EULA which shall govern your access and use  
of the software. If you do not agree with the terms and conditions of this EULA, your  
access to and use of the software will not be permitted and you may, within fourteen  
days of the date of your purchase if the ecobee product, return the software together  
with the product in its original packaging and sale condition to: (a) ecobee if you have  
purchased the ecobee product directly from ecobee or; (b) to an ecobee authorized  
34  
reseller or distributor if you have purchased the ecobee product from such entities, and  
ecobee or its authorized reseller or distributor as applicable shall provide a fill refund of  
the purchase price paid within fourteen days of its receipt of the return.  
In consideration of the license fees paid by LICENSEE as part of the purchase price  
of the ecobee Product and the mutual covenants contained herein and for other  
good and valuable consideration, the receipt and sufficiency of which are hereby  
acknowledged, ecobee and LICENSEE agree as follows:  
1
. Definitions: For the purpose of this EULA, the following terms shall have the  
meanings hereinafter provided:  
ecobee Web Portal” means the web site portal operated by ecobee to provide  
certain services and functionality to registered users of ecobee Products.  
Error” means any program defect, error, bug or other failure of all or part of  
the Software that results in the Software not conforming to, or performing in  
accordance with, its published specifications.  
Software” means ecobee’s computer software program, which enables data  
upload and download to and from the ecobee Web Portal using an ecobee  
Product, including any Software Updates.  
User Manual” means the ecobee User Manual provided together with the  
Product and Software.  
Software Updates” means updates or patches to the Software, including updates  
intended to correct Errors and which may include enhancements and/ore  
additional features to the Software, as may be provided or released by ecobee  
from time to time to all of its customers at no charge.  
2
. Ownership of Software: LICENSEE acknowledges and agrees that, save and except  
for the Software license explicitly granted by the EULA, all right, title and interest  
in and to the Software and the User Manual is the sole and exclusive property of  
ecobee and/or its licensors), as the case may be. ecobee reserves all rights not  
expressly granted to LICENSEE hereunder, and for greater certainty, ecobee shall  
retain all intellectual property and other proprietary rights in and to the Software  
and the User Manual. Nothing in this EULA shall, or shall be deemed or construed  
to, assign, transfer or convey to LICENSEE any title, rights or interest in or to any  
intellectual property, including in or to the Software or User Manual, other than the  
licenses specifically and expressly granted herein.  
3
. Grant