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Reference Materials
“How To” Quick Reference Guide
Action:
Steps:
Configuring Nest Thermostat for the
installation location and HVAC
system
Just after installation, the Nest Thermostat will guide you through a set up interview,
where you will configure it for the heating and cooling system it’s controlling and for the
home or business where it’s installed.
To help with HVAC configuration, the Nest Thermostat mechanically and electrically
detects the wires inserted into its press connectors. When the Nest Thermostat senses
which wires have been connected to its base, it will automatically configure its software
for the system type it has detected.
As an example, if it’s a heat only system, the Nest Thermostat won’t show any cooling
options. If it’s a heat pump, the Nest Thermostat will know and do a special test to
check the orientation of the */OB wire.
The set up interview will also guide you through connecting to the customer’s Wi-Fi
network, establishing the location through zip code, and establishing if the place of
installation is a home or business. All of this information helps the Nest Thermostat to
build a schedule that is best suited for the customer’s needs.
Use Pro Setup to configure your
customer’s HVAC system
Pro Setup allows professionals to configure how the Nest Thermostat controls each wire
connected to the base. Pro Setup is required when using dual fuel systems (e.g. heat
pump with furnace).
Pro Setup also offers configuration choices for other types of systems. It is
available to installation professionals during and after installation and allows them
to specify how the Nest Thermostat should control the HVAC system.
Testing the basic operation after
installation
Activate heating and cooling
Simply turn the ring to set the current set point above or below the current ambient
temperature in the room. You’ll need to switch to and from heating and cooling modes as
you do this.
Switching modes
To switch to and from heating and cooling modes, follow these steps:
1. Press the ring to bring up the menu
2. Turn the ring to select HEAT or COOL
3. Press the ring again to select
Note: To protect the heating and cooling systems it controls, Nest Thermostat’s minimum
on-off times for manual temperature adjustments are 2.5 minutes for heat pumps and air
conditioning systems.
Testing second stage or
auxiliary heat after installation
Conventional Heating
Before Nest Thermostat activates Time-to-Temperature, second stage heat will turn on
when the setpoint is 4°F or greater than the room’s ambient temperature.
Heat Pumps
Auxiliary heat will turn on when the setpoint is 4°F and the outdoor temperature is below
50°F, the default auxiliary heat lockout temperature. Auxiliary lockout can be turned off in
the Heat Pump section of Equipment Settings in order to test auxiliary heat.
To test second stage or auxiliary heat at installation, just raise the temperature 4°F in
heating mode with the auxiliary lockout turned off. Once Time to Temperature is activated,
the Nest Thermostat will use this feature to manage second stage and auxiliary heat.
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