Nest Thermostat SHS Installation

Nest Thermostat SHS Installation

This lesson is designed to provide installation steps for SHS sales of the Nest Learning Thermostat 3rd Gen.


Gather required tools and materials

  • Phillips screwdriver
  • Drill
  • 3/32” drill bit

Customer confirmation

  • Put on boot covers before entering the customer’s home
  • Confirm that you will be removing an existing thermostat and installing a Nest smart thermostat
  • Confirm that you may be required to create new holes in the customer’s home
    • Get customer approval before making any wall penetrations
  • Confirm that you may need access to the customer’s HVAC unit
    • This is usually located in the basement, crawl space, attic, or garage

Check for System Compatibility

It is recommended to disconnect power to the HVAC system during installation.

  • Have the customer verify the current system works properly by turning on the heat and then the AC
    • Note: some customers may not have AC
  • Without disconnecting any wires, remove the old thermostat cover from the base plate
    • If the existing thermostat contains mercury, it is recommended to have a mercury spill kit available to protect the mercury vial and properly clean any spills.
  • Take a picture of the wires for future reference
    • Gain customer approval before capturing any pictures
  • Check old thermostat wiring for compatibility
    • Use the Nest Compatibility Checker
      • Note: some thermostat terminals have two sets of labels, one for conventional systems and one for heat pump systems
      • If the wire label is unclear, locate the HVAC unit, remove the cover panel, and note how the wires are connected to the control panel
  • High voltage wires are incompatible
  • If an O/B wire and a W/Aux/E wire are currently used, the customer may have a dual fuel system.
    • Contact Nest for installation and setup support at 855-VIP-NEST
    • Failure to contact Nest for direction could cause irreparable damage to the HVAC system
  • If system is incompatible, the installation cannot be completed
    • Reinstall the old thermostat cover
    • Verify the old thermostat is working in the original condition
    • Inform the customer that an HVAC professional will need to modify their system before it is compatible with the Nest thermostat.

Thermostat Installation

  • Label and disconnect wires from the old thermostat
    • Note: there is no color standard for thermostat wires. Label each wire based on the terminal it is attached to.
    • Ignore any jumper wires at the thermostat
    • If the unit has a mercury vial, it is recommended to tape the vial in place
  • Remove the old thermostat and base plate from the wall
    • It is recommended to take caution when removing thermostats with mercury components
    • If mercury components break or spill, follow standard regulations to clean and dispose. Refer to the EPA website for more information.
  • Ask the customer if they would like to use the optional trim plate
    • Inform the customer that the trim plate may not fully cover all marks or holes, depending on the size and shape of the old thermostat
  • Level the base plate and attach it to the wall using the included screws
    • Get customer permission before making any wall penetrations
    • Use the 3/32” drill bit to drill pilot holes into hard surfaces like wood
  • Insert wires into the appropriate terminals
    • The lever on the terminal should lower when the wire is connected correctly
  • Gently tug on each wire to ensure they are securely connected
  • Ensure that all wires are connected to the correct terminals
    • Reference the pictures taken earlier, if needed
  • Tuck excess wiring into the wall
  • Attach the Nest display to the base plate

Thermostat Setup

  • Have the customer set the following settings on the Nest thermostat:
    • Language

Internet Connection


Temperature preferences

  • Select Nest Pro installation
    • This will allow for advanced setup and activate the Extended Pro Warranty
    • Do not enter a Nest Pro ID
  • Select the appropriate equipment configuration
    • Verify that all wires are connected properly
    • Select connections highlighted in Yellow to finish configuring
    • Contact Nest Pro Support for any questions about equipment configuration
      • Nest Pro Support: 855-VIP-NEST
      • Improper configuration can cause irreparable damage to the customer’s HVAC system
  • Perform a system test
    • Note: some systems can take up to 30 minutes or more for a noticeable temperature change.
  • Link thermostat to Nest account
    • Have the customer download the Nest app and create an account
    • Select Settings > Add Product
  • Tap Continue Without Scanning and then Nest Thermostat
  • Enter the thermostat’s Entry Key
    • Provided at the end of the Pro setup process or,
  • On the thermostat go to Settings > Nest Account > Get Entry Key


  • Refer to the Nest Welcome Guide and provide customer education
    • Manually setting temperatures
    • Nest learning and auto-schedules
    • Manually setting schedules
    • Using the Nest app
  • Transact sale in Beacon
  • Have the customer sign mobility device to confirm work performed
  • Thank customer
  • Ensure you have all tools and equipment
    • Take old thermostat and follow appropriate waste disposal processes.
  • Return to vehicle
  • Update appointment status to “Complete”
  • Depart

Additional Resources