Geo trio + heating User manual
© Green Energy Options Ltd 2020
trio + heating
Installation Guide
Trio Installer Guide Version 3
© Green Energy Options Ltd 2020
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Table of Contents
Safety Notices...................................................................................................................................................... 3
Installation Procedure ......................................................................................................................................... 4
Heating Components........................................................................................................................................... 5
Step 1 - Pre-Installation Survey ........................................................................................................................... 6
Step 2 - Setup the Trio......................................................................................................................................... 8
Step 3 –Heating System Preparation................................................................................................................ 11
Step 4 - Install the Switches............................................................................................................................... 13
Step 6 –Setup Supervisor mode for the system............................................................................................... 17
Step 7 - Pairing Devices and Configuration using the app................................................................................. 19
Step 8 –Commission and Test........................................................................................................................... 28
Step 9 - Customer Handover ............................................................................................................................. 29
Troubleshooting / FAQs..................................................................................................................................... 30
Switch Specification........................................................................................................................................... 32
Technical Support.............................................................................................................................................. 33
Trio Installer Guide Version 3
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Safety Notices
This Trio + Heating installation guide is intended for engineer use only. Please refer to the Trio +
Heating "Quick Start Guide" for end-user documentation.
It is important to observe some simple safety precautions when installing and using this product.
Read this important information before continuing. Safe operation of the unit is impaired if not
used or installed in a manner specified by the manufacturer.
•Do not cover any of the devices
•Do not fit rechargeable batteries in any of the devices
•Keep the devices away from water and other liquids
•Clean only with a dry, soft cloth
•If any components appear damaged or faulty do not use, please contact supplier
Isolate mains supply before removing the switch cover. When connected to a live mains supply, all
internal parts are at mains potential. No user serviceable parts inside.
All devices are for use in dry, indoor environments only.
At the end of its life please recycle at a suitable recycling facility. Do not place in general waste.
Trio Installer Guide Version 3
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Installation Procedure
Fig 1.0 - Installation Procedure
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Heating Components
The system has three main components, an In Home Display (IHD), Switches and Sensors:
The Trio is both the smart meter display and a hub
for controlling the heating system.
The IHD must be on at all times to allow it to
communicate with other components in the
heating system.
The Trio is connected to the internet via WiFi,
allowing heating to be controlled via the “geo
Home” mobile app.
The Switch is a 2 channel, mains-powered
wirelessly controlled switch, suitable for
controlling a gas boiler
The switch controls hot water on systems with a
hot water tank. (i.e. not a combi boiler) and can be
used with a ‘Y plan’ hot water system which uses a
three-way valve or an ‘S plan’ or ‘S Plus Plan’
system using individual valves.
The Sensor is a battery powered, wireless
temperature sensor.
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Step 1 - Pre-Installation Survey
Before an installation takes place a survey of the property should be undertaken to ascertain the following:
Prior to visit
Smart meter is available if not being installed during the visit?
Wi-Fi is available, and the customer has their password? (It is not required by installer)
oNote : Most modern wifi routers are supported, including BT Homehub5 and later.
Homeowner, or appropriate permissions from landlord to perform the install?
iOS or Android Smart phone available to run the App? It should be reasonably up to date.
Gas central heating is available (Combi, conventional or condensing boiler)?
Is the heating controlled with one or two thermostats?
Advise the customer that the Switch will be installed either close to the boiler, or in the airing
cupboard, so space should be cleared if required.
On arrival, prior to installation
Home broadband and wireless router supporting 2.4ghz g/b/n Wi-Fi.
oNote : Most modern wifi routers are supported, including BT Homehub5 and later.
Security details to join network must be available (for use by the homeowner only)
Suitable location for Trio (Requires power and to be in range of home Wi-Fi network and Smart
Meter home area network.)
Smartphone with either iOS 9.0 or later or Android 'Jelly Bean' 4.1 or later available
Inspect the customer's existing heat sources: Gas boiler, heating and hot water are tested and all
working.
oThis is to protect the installer if something is found to be defective after the installation
If not being installed as part of the visit then ensure an appropriate smart meter is available for the
property and can be paired by the installer (further details are provided in the “Trio Installer Guide”)
Verify the heating system is suitable for Smart Heating installation:
oConfirm there are one or two heating zones
oLocate existing wall thermostats (if any)
oConfirm S or Y plan wiring
Confirm the number of components needed for the installation:
oEach heating zone requires one Sensor and one channel of a Switch (each Switch has two
channels)
oEach hot water zone requires one channel of a Switch (a Sensor is not required for a hot
water zone)
oComponents required are therefore:
▪1 Heating zone requires 1x Switch, 1x Sensor
▪1 Heating zone + Hot water requires 1x Switch, 1x Sensor
▪2 Heating zones requires 1x Switch, 2x Sensors
▪2 Heating zones + Hot water requires 2x Switches, 2x Sensors
Adequate space and power available to install the Switch(s).
oApproximate switch dimensions: (W) 95mm X (H) 85mm X (D) 37mm.
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Step 2 - Setup the Trio
1. Initial Steps with the customer
oThe Welcome Card and Quick Start Guide should be provided to the customer
oThe customer should download the “geo Home” App from either the App store or Google
Play.
oAsk the customer to create a geo account using the App they've downloaded.
2. Install the Trio
oFit the Trio stand and plug the device in using the supplied power supply and cable.
oThe Trio will start up and immediately try to connect to a Smart Meter, the splash screen
(see Fig 2.0)
3. Connect the Trio to a Smart Meter
oIMPORTANT: The Trio should be connected to the Smart Meter before continuing the rest
of the installation
oThe Trio display is designed to connect to a single Zigbee® network that provides connection
to one electricity smart meter and/or one gas smart meter.
oThe following is required before the Trio can be connected to a smart meter network:
▪Provision of the smart meter HAN with the Trio credentials
▪Opening of the HAN network
oAutomatic HAN connection
▪In most installations the HAN should have been configured with the Trio details, the
display will automatically connect to the HAN after being powered on.
▪Once the connection to HAN is established, the Home screen will be shown on the
display (see Figure 2.1). It may take a few minutes for data to be shown on the
screen (gas can take over 30 minutes).
Fig 2.0 - Startup screen
oManual HAN connection
▪If the display is unable to connect automatically after three attempts, it will indicate
it is unable to connect to the HAN.
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▪Check the HAN is open and the Trio has been provisioned to the smart meter
networks.
▪For more information on connection to the HAN please refer to the Trio Installer
Guide.
oOnce connected to the HAN, you can check the status of the network on the System status
screen
▪To access this screen, when on the Home screen press the Home button and then
the Status icon (see Fig 2.1).
oThe Trio home screen shown in Fig 2.1 will be displayed.
Fig 2.1 - IHD Home Screen
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4. Connect the Trio to Wi-Fi
oOn the Trio:
▪Press the menu button (see Fig 2.1)
▪Scroll down and select Settings > WiFi Network
oSelect WiFi button to enable WiFi if required (see Fig 2.2)
oSelect Set up network > List networks (see Fig 2.3)
▪Select required network, then ask householder to enter the password.
oPower cycle the Trio to force an immediate OTA update.
▪Once connected to WiFi the IHD may start to download a software update in the
background.
▪IMPORTANT: When an upgrade is in progress the Heating features such as Pairing
and Adhocs may take longer to complete or may require multiple attempts to
complete. Upgrades in progress can be seen in the Support Tool.
▪When the download is complete a notification will be shown on screen to confirm
the device is being upgraded, the device will restart automatically during the
upgrade. There may be a few updates, taking approximately 20 minutes each.
Fig 2.2 - WiFi Configuration
Fig 2.3 - WiFi Setup
5. The Trio is now installed
oPlace the display somewhere that has a good Wi-Fi connection to the householder's router
and their Smart Meter.
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Step 3 –Heating System Preparation
Before installing the heating system the configuration and settings should be decided and documented, this
provides a record of the configuration and simplifies the installation process.
•The system is organised into Zones
•There can be one or two Heating Zones, and one Hot Water Zone
•Each Switch contains two independent channels that are wired into the heating or hot water control
units. The channels are shown below in Fig 3.0
•Each Heating Zone will contain one Switch channel and one Sensor
•The Hot Water zone will contain one Switch channel
•Each Switch channel, Hot water channel and zones need to be named.
•Unused channels in a Switch need to be configured as ‘not in use’
Fig 3.0 Switch Channels
Channel 1
Channel 2
J
K
L
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Heating System Configuration
The system configuration and pairing codes should be documented during the installation to ease the
installation and help later offsite support.
Note that it is easier to record the Switch pairing codes before they are installed.
Switch Pairing Codes and Configuration
Device
Pairing Code
Channel 1 Config
Channel 2 Config
Switch 1
Heating - Parallel
Heating - Series
Hot water
Not connected
Name :
------------------------------------
Heating - Parallel
Heating - Series
Hot water
Not connected
Name :
------------------------------------
Switch 2
Heating - Parallel
Heating - Series
Hot water
Not connected
Name :
------------------------------------
Heating - Parallel
Heating - Series
Hot water
Not connected
Name :
------------------------------------
Sensor Pairing Codes
Device
Pairing Code
Sensor 1
Sensor 2
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Step 4 - Install the Switches
Important : Inspect the wiring of the existing boiler for damage or degradation. If any is present, the install
must be aborted, and the end user informed
•The Switch is to be installed in compliance with local wiring regulations, including a suitable means
of disconnection from the supply.
•The Switch must be installed in an easily accessible and dry indoor location which meets the
requirements of IP40
•It is recommended that:
oThe Switch is installed adjacent to the heating junction box
oThe wire access hole in the pattress box is made with a suitable drill or hole cutting tool
oCable Ties should be used on the cable on the inside of the Switch to alleviate any tension
(not supplied)
The Switch should be wired for either Y Plan or S Plan systems (see Fig 4.0). A wiring diagram for Y Plan is
shown in Fig 4.1 and for S Plan is shown in Fig 4.2.
•Each channel in a Switch has an associated relay with Normally open (NO), normally closed (NC) and
common (C) connections.
•Each Switch can control 2 heating zones or 1 hot water and 1 heating zone.
•The heating relay can be installed in either series or in parallel with the existing room thermostat.
Note that Parallel wiring is referred and is usually the easier option.
•If no room thermostat is fitted, then the switch can be fitted to a suitable connection on the boiler
controller.
•Each switch also requires a 230V supply, this can normally be provided from the existing boiler
wiring.
•Wire in the 230V supply on connector K. (see Fig 3.0). If a permanent 230v supply is not available at
the installation point then it may be possible to use the feed from the existing heating system
programmer. This may require that the programmer is left in a permanently on or off state
(dependent on the wiring). If this is required, the programmer should be labelled to make it clear
that it should be left on/off. In Y-Plan systems the HW Off feed is preferred.
•Wire in the relays on connectors J and L noting which zone and zone type is connected to each
channel. (see Fig 3.0)
•Secure the lid to the base, restore mains when ready to pair the switch to the hub.
•Repeat for the second heating zone if required.
Existing system
•The Trio + Heating system is designed to be installed alongside the existing system. This allows for
easier installation and makes it possible to re-enable the existing system if required.
•The existing system should be disabled by setting the existing hot water and heating programmer to
always OFF.
•The existing thermostat can stay in position, although the customer could remove it if desired.
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Fig 4.0 Y-Plan and S-Plan Configurations
Fig 4.1 - Y Plan wiring
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Fig 4.2 - S Plan Wiring
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Step 5 - Install the Sensors
The Sensor does not require any wiring.
•The Sensor is designed to be either wall mounted or it can be placed on a level surface.
•It should always be positioned out of the Sun and away from draughts and heat sources.
•The pairing code for any Sensors used should be noted, to be used later during the installation and
for remote support.
Fig 5.0 Temperature Sensor, with battery tab in place.
•To power up the device, simply remove the battery isolation tab on the rear of the device, shown in
Fig 5.0.
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Step 6 –Setup Supervisor mode for the system
The GEO online Support Tool can be used so that the installer has temporary access to the customers system
so that it can be configured and commissioned.
1. On the Trio find the MAC address of the device
•Navigate to : Menu > Settings > Wi-Fi network > WiFi info (see Fig 6.0)
Fig 6.0 - Mac address in WiFi Info screen
2. Locate the system being installed in the Support Tool
•In a web browser navigate to https://api.geotogether.com/support
•Log in with your support tool credentials
•Search for the system using this MAC address in the support tool (see Fig 6.1)
•Select the system MAC address from the list provided
•Tip: you can search using just a few digits of the MAC addresses
Fig 6.1 - Support Tool - search using mac address
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3. Enable Supervisor Mode for the selected device
•Select the ‘Supervisor Mode’ button
•Enter your password to enable supervisor mode (you may need to scroll down)
Fig 5.2 - Support Tool - select Supervisor Mode
•Extend time to 60 minutes and press “Extend”
•You now access to the customer's system via the geo home app for 1 hour.
•You can end the session early by logging out, or extend by activating 'Supervisor mode' again.
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Step 7 - Pairing Devices and Configuration using the app
Once all Sensors and Switches in the system have been installed they can be powered up and paired to the
Trio using the geo Home app.
The Switches and Sensors should now be powered up if they are not already.
1. Log into the geo Home app
•Use the same installer credentials used to log into the support tool, you will be presented to
a default Home screen shown in Fig 7.0
•If you're already logged in, then the app will have automatically changed to the account
selected in the support tool.
•You can verify this by checking that the Electricity usage matches between the Trio display
and the App.
•If the app doesn't change to the selected account, then log out and in again or close and
restart the app.
Fig 7.0 geo Home App - Home screen before heating configuration
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2. Add each Sensor and Switch in the system using the pairing code
•Navigate to the More (…) > System settings > My devices (see Fig 7.1)
Fig 7.1 geo Home App - Navigate to 'My devices' screen
•Enter all pairing codes for each device in the system (see Fig 7.2), as documented in earlier steps.
•The pairing code is printed on the back of each device.
Fig 7.2 geo Home App - Pairing devices
•You should now see all devices, that are not yet configured (see Fig 7.3)
•If devices are powered on they may show as already paired.
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