How to Connect & Configure Your ecobee Smart Thermostat

With the Jervis Systems-ecobee integration, you can connect your ecobee smart thermostat and set temperature controls to go into effect before, during, and after your guest’s stay.

Here we walk you through the quick setup process and available settings for your ecobee thermostat.

Before connecting your ecobee thermostat, you want to make sure your PMS platform is connected and your property settings are properly configured. If you have already completed this, you can skip to Step 5.

  1. Connect your property management system (PMS) or channel manager of choice by navigating to the Marketplace page. Each PMS platform will have its unique requirements to connect. To view the instructions for your specific PMS, check out the user guides on our FAQ page.
  1. Once your PMS is connected, go to the Properties page within your Jervis Systems account and click “Refresh Properties”. When the page has been reloaded, you will see all of your imported properties. Select the three dots to the right of each listing to view and edit your property details.
  1. From here, you have the option to edit your properties to add an offset capability that allows Jervis Systems to configure automated keyless access for early check-in and late check-out. If you have the same offset capabilities across all properties, you can use the bulk offset tool to apply these settings across your entire portfolio. 
  1. It’s time to connect your ecobee thermostat! Navigate to the Devices page and select the “Import Devices” button. From there, select “Ecobee Thermostats” from the drop-down list.
  1. You will be brought to the Ecobee login screen and prompted to input your ecobee login details to connect.
  1. Once you have connected your accounts, select the Refresh button on your devices page to show your imported devices. From there, you are free to edit the lock details and name by selecting the pencil icon. Then, select the drop-down list under “Assigned Properties” to assign the device to a property. Be sure the device is assigned to the correct property. After assigning your device, the status will show as enabled.
screenshot showing how to assign ecobee device to a property
  1. Once the device is assigned, the status indicator will turn green for the device. This green indicator will also show up for the property it’s assigned to on the Properties page.
  1. Now, it’s time to configure the thermostat settings for your guests. Select the three dots to the right of each listing to view and edit the device details.
Screenshot of the devices page and how to edit a device
  1. The thermostat settings include two sections: Guest Mode and Vacant Mode.
Screenshot of the thermostat guest mode screen and settings

Guest Mode allows you to set the temperature range for your guest’s stay, including an option to have the thermostat settings take effect to account for early check-in and later check-out. Finally, you can set your fans to automatically run for a specific amount of time per hour.

  1. Once you’ve set your preferences in Guest Mode, navigate to Vacant Mode.
Screenshot of the thermostat vacant mode screen and settings

This setting allows you to set the temperature range and fan run time when a guest is no longer at the property. You can set the temperature to a certain level, or choose to leave both the heating and cooling options disabled.

Success! Your ecobee Thermostats are now connected and your settings are now in place for your guests!

Need additional help and support? Check out the additional user guides on our FAQ page. You can also get help by submitting a Support Request via your Jervis Systems dashboard.



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