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 blog.
screenshot of the Jervis Systems marketplace screen
  1. Once your PMS is connected, you will want to make sure all of your properties are enabled. To verify this status, navigate to the Jervis Systems Properties page. For any properties with existing alerts, select the three dots to the right of each listing to view and edit the necessary property details. In order for your smart locks and PIN codes to function, your time zone settings must be accurately set for every property.
Screenshot of the properties screen on Jervis Systems showing property status
  1. Once your time zone has been set, you will see the status for the property change from “Incomplete” to “Enabled”.
Screenshot of properties screen with property enabled status
  1. Optional: You can also edit your check-in and check-out offset options if you prefer to extend PIN code access to easily accommodate early or late guest checkout.
Screenshot of the "edit properties" screen
  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.
screenshot of how to import an ecobee device to Jervis Systems
  1. You will be brought to the Ecobee login screen and prompted to input your ecobee login details to connect.
screenshot of ecobee login screen
  1. You will then be directed back to the Devices page in your Jervis Systems account. You should see your imported device added, alongside a green confirmation message.
screenshot of the devices screen with confirmation message for imported device
  1. Now that your thermostat is imported, select the drop-down list under “Assigned Properties” to assign it to a property. Be sure the device is assigned to the correct property.
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. Be sure your offset times match your property’s check-in and check-out offset times. 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 blog. You can also get in touch with the Jervis Systems Support Team by submitting a request via the Support page in your account.

screenshot of the Jervis Systems support request screen



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