1. Switch off power to furnace and thermostat

• Using the breaker box, turn off power to thermostat and furnace

2. Take Picture of Wires or Label with Tape

• Take off cover of thermostat and take a photo of current functioning thermostat wires and connections.

• Label or tape wires of current set-up. Some thermostats come with labeling stickers in the box.

3. Assess if common maker is needed

• If current thermostat has a common wire and wiring is compatible with new thermostat (see manufacturer's instructions), continue with the following steps.

• If a common-maker or add-a-wire is needed, follow manufacturer's instructions to add a common wire.

4. Loosen Screws and Bring Wires Forward

• Loosen screws holding down wiring and gently pull wire forward to not lose wires in wall.

• Place in a way that it will be accessible to connect to new thermostat.

5. Connect New T-Stat

• Secure the thermostat with mechanical fasteners so it is level.

• Follow thermostat manufacturer's instructions to connect wires.

• Tighten screws to secure wires with minimal slack and clutter.

• Once all wires are connected, cover/close thermostat casing.

6. Test-Run

• Once everything is connected and thermostat is covered, resume power to thermostat and furnace via breaker box.

• Follow steps on thermostat for set up.

• Run thermostat in all settings applicable to furnace.

7. Schedule

• Using a schedule template, create a schedule with client with recommended set-points.

8. Client-ed

• Educate client how to set schedule and change settings by programming the thermostat to a basic schedule.

• Have client change temperature set-point with thermostat and phone app, adjust schedules, and set up wifi (if applicable)