How to Install a Smart Thermostat

Learn how to install a smart thermostat in your home with this simple step-by-step guide to improve energy efficiency and climate control.

Heating & Cooling

Tools Required (6)

  • •Screwdriver (Phillips #2 or flathead)
  • •Voltage tester
  • •Smartphone (for photos and app setup)
  • •Needle-nose pliers (optional)
  • •Power drill (for new wall anchors) (optional)
  • •Pencil (for marking screw holes) (optional)

Materials Needed (3)

  • •Smart thermostat kit (includes backplate and display)
  • •Wire labels (usually included with thermostat)
  • •Wall anchors and screws (usually included with thermostat)

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Step-by-Step Instructions

  1. 1.Verify your HVAC system compatibility using the manufacturer's online tool before purchasing.
  2. 2.Turn off the power to your heating and cooling system at the circuit breaker to ensure safety.
  3. 3.Remove the cover of your existing thermostat and use your smartphone to take a clear photo of the current wiring configuration.
  4. 4.Label each wire using the provided stickers based on the terminal letter it is connected to, not the wire color.
  5. 5.Disconnect the wires from the old thermostat terminals and remove the old backplate from the wall.
  6. 6.Install the new smart thermostat backplate using the provided screws and wall anchors if necessary.
  7. 7.Insert the labeled wires into the corresponding terminals on the new backplate according to the manufacturer's instructions.
  8. 8.Attach the smart thermostat display unit onto the backplate until it clicks securely into place.
  9. 9.Turn the power back on at the circuit breaker.
  10. 10.Follow the on-screen prompts or the manufacturer's mobile app to complete the WiFi configuration and system setup.

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