ecobee3 Setup Guide


Make sure you also take a look at the Quick Start Guide and the
Installation Guide that comes in the box with your ecobee3.
 Remote sensors – Deliver the right temperature in the
rooms that matter most as well as detect when these
rooms are occupied.
 Smart – Your ecobee3 understands your home’s unique
energy profile and the weather outside, making sure
you’re comfortable at all times.
 Intuitive – With its 3.5″ full-color touch display, your
ecobee3 has intuitive controls just like your smartphone.
 Accessible from anywhere – Monitor and control the
temperature in your home anytime, anywhere, on your
smartphone, tablet, or computer.
Getting Help
If you have any questions, we have answers. Visit for tutorials, how-to
videos and FAQs.
Technical support is also available by email or by phone:
1.877.932.6233 (North America)
1.647.428.2220 (International)

Touch Screen

Your ecobee3 has a touch screen, similar to that used in
smartphones and tablets.

Touch items to select or activate them. For
menus with a >, this will expand the menu to
display additional options or submenus.

Swipe up and down to display additional
information. Swiping on a temperature bar will
also adjust the settings up or down.

Swipe left and right to scroll horizontal lists that
contain multiple items to choose from.

ecobee3 setup

Web Portal

Once registered (page 9), you can log in to your web portal
and manage your ecobee3 from your computer or tablet.

ecobee online setup

From the web portal, you can:
 Control current temperature and operation
 Adjust your schedule
 Set vacation periods
 View the weather forecast for your area
 Set thermostat preferences
 Manage all your ecobee thermostats
 Save energy with HomeIQ and insights
To access your customized web portal, visit and
click on the Login link.
To select a tile, touch or click on it. To close a tile and return
back to the main screen, touch or click X.

Guided Setup Process

The Installation Guide that ships with your ecobee has the
necessary instructions to wire up and install your device. After
installing your ecobee3 thermostat on the wall and powering it
up, you will be guided through the first-run process. Complete
these steps to get it configured and connected online so you
can make use of all its smart features.
This will take you through the following steps:
 Wiring configuration and equipment configuration
 Setting your preferences
 Wi-Fi configuration
 Registering your ecobee3
If you make a mistake at any time or want to review a setting,
you can touch Back to display the previous screen.

Step 1. Wiring Configuration

Your ecobee3 automatically detects and displays which wires
are connected to it when it first powers on. It will warn you if
you’ve wired a configuration that it doesn’t recognize.
If the reported connections are different than what you have
actually connected, call ecobee support for guidance.
Touch Next to continue.

Step 2. Accessory Confirmation

Your ecobee3 will ask if you have any accessories like
humidifier, dehumidifier, or ventilator connected to it.
Touch Yes if you have one of these devices; otherwise touch
If you selected Yes, you will need to specify if the accessory is
internally powered:
 Touch Yes if your accessory is externally powered
(i.e. the ecobee3 does not provide power to it). This is the
case if there are connected to both ACC+ and ACC-.

 Touch No if your accessory receives power from your
ecobee3. There will be a single wire to ACC+.
Need Help? See page 33 for information on how to determine
your accessory device’s power configuration.
Touch Next to continue.

Step 3. Temperature Preference Setup

Your ecobee3 will ask you to select Fahrenheit or Celsius as your
preferred temperature units. Touch Next to continue.

Step 4. Equipment Configuration
Your ecobee3 will ask you to configure your equipment.
Depending on your wiring, different options will be available.
These options will configure basic system operation as well as
optimize the system for your specific type of equipment.
Review the list to see if any devices require additional
configuration (“Configuration needed”) and if the default
settings are valid.
Once you are done, touch Next to continue.

Heat Pumps

If you have a heat pump installed:

  1. Select the heat pump menu.
  2. Select Air to Air or Geothermal depending on the type of
    your heat pump system
  3. Specify what the heat pump runs when the O/B
    Reversing Valve is engaged: On Cool runs cooling when
    O/B engages (most cases), or On Heat runs heating
    when O/B engages.
  4. Touch Next. You will be returned to the Equipment
    configuration menu.


If you have a furnace or boiler installed:

  1. Select the heating menu.
  2. Configure the heater type:
     Furnace: Optimizes ecobee3 for systems using forced
     Boiler: Optimizes your ecobee3 for systems using
    radiators or in-floor heat.
  3. Touch Next. You will be returned to the Equipment
    configuration menu.


If your furnace uses forced air, you may configure fan

  1. Select Fan menu.
  2. Select Fan operation:
     Thermostat: Your ecobee3 thermostat controls the fan
    during heat and cool cycles.
     HVAC: Your equipment controls the fan during heat
    and cool cycles (typical configuration).
  3. Touch Next. You will be returned to the Equipment
    configuration menu.


If you have a humidifier installed:

  1. Select Accessory menu.
  2. Select Humidifier.
  3. Touch Next.
  4. Select the type of humidifier you have: Evaporative or
    Steam. If unsure, select Evaporative.
  5. Touch Next. You will be returned to the Equipment
    configuration menu.


If you have a dehumidifier installed:

  1. Select Accessory menu.
  2. Select Dehumidifier.
  3. Touch Next.
  4. Select Open if the dehumidifier is active when the relay is
    open; otherwise select Closed. If unsure, select Closed (if
    the dehumidifier runs when it shouldn’t, you can change
    this option in the Equipment Configuration menu (page
  5. Touch Next. You will be returned to the Equipment
    configuration menu.

Ventilators (ERV/HRV)

If you have a ventilator (ventilator, ERV or HRV) installed:

  1. Select Accessory menu.
  2. Select Ventilator.
  3. Touch Next.
  4. Select the type of ventilator you have installed:
    Ventilator, Energy Recovery Ventilator or Heat Recovery
  5. Touch Next.
  6. Select the preferred minimum runtime (min/hr) when your
    home is occupied and the runtime for when your home is
    unoccupied. If unsure, keep the default 20 min/hr value
    or contact a professional.
  7. For HRVs, select whether or not you would like to use it t
    use it to dehumidify in winter.
  8. For Ventilators, select whether or not you would like to
    enable free cooling.
  9. Touch Next. You will be returned to the Equipment
    configuration menu.

Step 5. Name Your Thermostat

After configuring your equipment, you will be prompted to give
your ecobee3 a name. Select a name from the list or enter your
own using the on-screen keyboard.
This name will appear in your web portal, so pick a name that
makes it easy to identity your thermostat (this is especially
important if you have more than one in your house).
Touch Next to continue.

Step 6. Configure Ideal Temperatures

Next, slide the set-point bubble up and down to select the
preferred, normal temperature for your home during winter and
summer (touch Next after each). This setting will be used to
generate the default comfort settings.

Step 7. Select Current HVAC System Mode

Select the operating mode of your HVAC equipment. For
example, if you want to set your HVAC system to heat, select
Heat. If you do not want the system to run, select Off.
Touch Next to continue.

Step 8. Configure Sensor Settings

Your ecobee3 includes sensors that can determine when you
are home. You can have your thermostat automatically go into
energy savings mode when you are away. For a detailed
description of how the settings work, see page 14.

  1. Enable or disable Smart Home/Away setting.
    If enabled, your ecobee3 senses when you are home
    during a scheduled Away period, or away during a
    scheduled Home period, and will automatically override
    your scheduled settings to maximize comfort and
  2. Touch Next to continue.

Step 9. Wi-Fi Configuration

To get the most out of your ecobee3, it needs to connect to
your home’s Wi-Fi network.
Touch Next to configure your network settings. If you do not
want the ecobee3 to connect to the Internet, touch Skip and
confirm the action by pressing Next.
There are two ways to configure your Wi-Fi networks settings. If
you have an Apple iPod, iPhone, iPad or a Mac computer, you
can use the Wireless Accessory Configuration to setup your Wi-Fi
password. If you do not, you can still find your network and
setup the password manually

Wireless Accessory Configuration
WAC is very convenient as it does not require remembering the
Wi-Fi password or typing it in. From the Wi-Fi Configuration
screen, choose the first option Use iPhone, IPad or iPod.
Then follow the instructions displayed on the thermostat. Once
the setup is complete, you will see the Connection Completed
screen on the thermostat and the Setup Complete screen on
the phone. You will now be connected to the same Wi-Fi
network as the phone, typically your home Wi-Fi network.

Manual Configuration
When configuring your network settings, your ecobee3 will
display a list of all visible Wi-Fi networks along with their signal
strength. If your network has weak signal strength, try moving
your router closer to the ecobee3.
If your network appears in the list

  1. Select your network from the list
  2. Touch Next.
  3. Enter your password, if prompted.
  4. After connecting to the Internet, your ecobee3 will
    register itself with the ecobee servers and provide you
    with a 4-digit registration code.
  5. Write down the 4-digit code. You will need it when
    registering your ecobee3 (You can register from either
    ecobee’s Mobile App or Web Portal).

If it’s not listed, select My network is not visible and touch Next
(you will have to enter your network parameters manually,
including the SSID).

  1. If your network is password-protected, enter the
  2. This will take you through the manual Wi-Fi set-up process
    where you will have to enter in information about your
    network such as if it’s a DHCP or a static IP, the network
    SSID name, the encryption, the password etc.
  3. After connecting to the Internet, your ecobee3 will
    register itself with the ecobee servers and provide you
    with a 4-digit code.
  4. Write down the 4-digit code. You will need it when
    registering your ecobee3 (You can register from either
    ecobee’s Mobile App or Web Portal).

If Wi-Fi is not configured:

  1. Touch Date.
  2. Slide up and down to set the current date and touch
  3. Touch Time.
  4. Slide up and down to set the current time and touch
  5. Touch Time zone.
  6. Select your country from the list and touch Next.
  7. Select your time zone by picking the name of the nearest
    community from the list.
  8. Touch Next.
  9. Touch Next to continue.

Step 11. Web Portal/Mobile App Registration

After setting up Wi-Fi on your ecobee3 and obtaining the
registration code, you need to configure your account from
either the ecobee3 Mobile App or the Web Portal.
To register from the Web Portal:

  1. From a web browser, visit
  2. Click on the Register link.
  3. Follow the on-screen instructions to register your account.

To register from the Mobile App:

  1. Download the app to your iPhone or Android device
    from the respective app store.
  2. Launch the ecobee3 app.
  3. Follow the on-screen instructions to register your account.

If you have already registered one thermostat and are adding
a subsequent HomeKit enabled thermostat using the iOS mobile
app, the process is very simple.

  1. Locate your thermostat on the list, using its name.
  2. To identify which thermostat you are seeing, press Say Hi
    and a message will show up on the thermostat allowing
    you to identify it.
  3. Then select Add.
  4. Enter the code from the thermostat on the phone and
    press OK.
  5. Select the room for the thermostat and say Next.
  6. The thermostat has been added & registered.

Basic Functions
The bright, easy-to-read touch screen on your ecobee3
thermostat makes it simple to review and adjust settings any
time you want.

Home Screen

Your ecobee3 will automatically display the home screen when
you approach it.

ecobee3 home screen

1 Current system mode and any equipment
currently running
2 Current relative humidity
3 Current indoor temperature
4 Messages indicating any special operating
mode or state (e.g. resume, temperature
hold, etc)
5 Main menu. If a dot appears on the icon,
you have important message(s) to read.
6 Weather forecast
7 Quick Change menu

8 Adjustable heat and cool set points. If the
System Mode is set Auto, both are
displayed; otherwise only heat or cool is

Standby Screen

The standby screen activates whenever the thermostat is not in
use. It shows the current indoor temperature and outdoor
weather conditions.

ecobee3 standby screen

1 Current indoor temperature
2 Current outdoor weather and

The standby screen is configurable.

Adjusting the Temperature

You can override the scheduled temperature by moving the
bubble on the temperature slider up or down. The blue number
represents the cool set point; the orange number represents the
heat set point.
The new desired temperature will be the set point used for the
Hold. The duration of the Hold is the last configured value (the
default value is Until I change it, meaning it keeps the value
indefinitely, until you choose to revert to the schedule or
change it). You can adjust the default Hold time in the
Preferences menu (page 22).
To cancel the current Hold, touch the Hold message box
displayed on the Home screen. You can touch the box
anywhere and not just the X displayed on the box.

Main Menu

To show the main menu, touch the screen