Trane Pivot Smart User manual

SAFETY WARNING
Only qualified personnel should install and service the equipment. The installation,
starting up, and servicing of heating, ventilating, and air-conditioning equipment can
be hazardous and requires specific knowledge and training. Improperly installed,
adjusted or altered equipment by an unqualified person could result in death or
serious injury. When working on the equipment, observe all precautions in the
literature and on the tags, stickers, and labels that are attached to the equipment.
BAS-SVU044D-EN
March 2020
X3964132001
User Guide
Trane®Pivot™Smart Thermostat

®2020 Trane BAS-SVU044D-EN
Introduction
The Trane® Pivot™ Smart Thermostat is a programmable thermostat that
features a color touch-screen and an intuitive user interface for easy
operation With built-in remote access capability, users can easily perform
tasks via a mobile device (iOS or Android)
Pivot apabilities
• Monitor and control the HVAC system using an Internet-enabled Smart
Phone from any remote location
• Customize display layout
• Automatic software updates
• Notifications informing the user of occurrences happening in the
building
This user guide provides guidance in configuring and connecting the Pivot
Smart thermostat
Warnings, autions, and Notices
Safety advisories appear throughout this manual as required Your personal
safety and the proper operation of this machine depend upon the strict
observance of these precautions
The three types of advisories are defined as follows:
WARNING
Indicates a potentially hazardous situation which, if not avoided,
could result in death or serious injury.
CAU TION
Indicates a potentially hazardous situation which, if not avoided,
could result in minor or moderate injury. It could also be used to
alert against unsafe practices.
NOTICE
Indicates a situation that could result in equipment or property-
damage only accidents.

BAS-SVU044D-EN 3
WWAARRNNIINNGG
PPrrooppeerr FFiieelldd WWiirriinngg aanndd GGrroouunnddiinngg RReeqquuiirreedd!!
Failure to follow code could result in death or serious injury
All field wiring MUST be performed by qualified personnel Improperly
installed and grounded field wiring poses FIRE and ELECTROCUTION
hazards To avoid these hazards, you MUST follow requirements for field
wiring installation and grounding as described in NEC and your local/state/
national electrical codes
WWAARRNNIINNGG
PPeerrssoonnaall PPrrootteeccttiivvee EEqquuiippmmeenntt ((PPPPEE)) RReeqquuiirreedd!!
Failure to wear proper PPE for the job being undertaken could result in
death or serious injury
Technicians, in order to protect themselves from potential electrical,
mechanical, and chemical hazards, MUST follow precautions in this manual
and on the tags, stickers, and labels, as well as the instructions below:
• Before installing/servicing this unit, technicians MUST put on all PPE
required for the work being undertaken (Examples; cut resistant
gloves/sleeves, butyl gloves, safety glasses, hard hat/bump cap, fall
protection, electrical PPE and arc flash clothing) ALWAYS refer to
appropriate Safety Data Sheets (SDS) and OSHA guidelines for
proper PPE
• When working with or around hazardous chemicals, ALWAYS refer to
the appropriate SDS and OSHA/GHS (Global Harmonized System of
Classification and Labelling of Chemicals) guidelines for information
on allowable personal exposure levels, proper respiratory protection
and handling instructions
• If there is a risk of energized electrical contact, arc, or flash,
technicians MUST put on all PPE in accordance with OSHA, NFPA
70E, or other country-specific requirements for arc flash protection,
PRIOR to servicing the unit NEVER PERFORM ANY SWITCHING,
DISCONNECTING, OR VOLTAGE TESTING WITHOUT PROPER
ELECTRICAL PPE AND ARC FLASH CLOTHING ENSURE ELECTRICAL
METERS AND EQUIPMENT ARE PROPERLY RATED FOR INTENDED
VOLTAGE
IInnttrroodduuccttiioonn

4BAS-SVU044D-EN
WWAARRNNIINNGG
FFoollllooww EEHHSS PPoolliicciieess!!
Failure to follow instructions below could result in death or serious injury
• All Trane personnel must follow the company’s Environmental,
Health and Safety (EHS) policies when performing work such as hot
work, electrical, fall protection, lockout/tagout, refrigerant handling,
etc Where local regulations are more stringent than these policies,
those regulations supersede these policies
• Non-Trane personnel should always follow local regulations
Trane opyright
This document and the information in it are the property of Trane, and may
not be used or reproduced in whole or in part without written permission
Trane reserves the right to revise this publication at any time, and to make
changes to its content without obligation to notify any person of such
revision or change
Trademarks
All trademarks referenced in this document are the trademarks of their
respective owners
Revision History
• Added new section: Alerts
• Added new section: Multiple Buildings
• Added new section: Emergency Heat Enable
• Added new section: Language Support
IInnttrroodduuccttiioonn

BAS-SVU044D-EN 5
Requirements 7
Initial Setup 7
The Trane Pivot Mobile App 8
Setting Up the Trane Pivot Mobile App 8
Adding a Thermostat to the Account 9
Adding a New User to the Account 9
Creating Multiple Buildings 9
Moving a Thermostat to Another Building 10
Alerts 12
Setting Up Alerts 12
Part 1: Alerts Subscription Setup 12
Part 2: Thermostat Setup and Selection 12
Thermostat Home Screen 13
Interface Flowchart 14
Menu Screen 15
Settings Screen 16
Schedules 18
Modifying Schedule Periods 18
Deleting Schedule Periods 19
Adding Schedule Periods 20
Setpoint Adjustment 22
Enabling After-hours Timed Occupancy Override 22
Setting Up Temporary Setpoint Adjustments 24
Setting Up a Temperature Override Expiration 24
Setting Up a Temperature Override Degree Limit 25
Customization and Added Features 27
Customizing the Home Screen Layout 27
Table of ontents

6BAS-SVU044D-EN
Setting Up Access Restrictions 27
PIN Access 28
Language Support 28
Emergency Heat Enable 29
Open Automatic Demand Response (OADR) 29
Specifications 30
Pivot Smart Thermostat Support 31
TTaabbllee ooff CCoonntteennttss

BAS-SVU044D-EN 7
Requirements
• High-speed connection to the Internet (Wi-Fi or Ethernet)
• Wireless network with name (and password if required) and security type
• Mobile device (iOS or Android)
Initial Setup
Initial thermostat setup is performed through the user setup wizard (MMeennuu >>
SSeettttiinnggss >> UUsseerr SSeettuupp WWiizzaarrdd)
Below is a table that lists the order in which the user setup wizard will follow
Use the MMeennuu screen and the SSeettttiinnggss screen to manually configure any
screen setups canceled during the UUsseerr SSeettuupp WWiizzaarrdd process
Name Description
Screen Settings Adjust screen brightness, backlight, screen saver, and color theme.
Screen Layout
Choose up to two Apps for display on the Home screen. To deselect an
item, tap the highlighted item. If no items are selected, the Home
screen will adjust the layout for larger temperature display.
Setpoints
Adjust cooling and heating setpoints, override expiration, and
override degree limit.
Schedule
Settings Enable or disable schedules.
Schedules
View or Edit schedules. If schedules are disabled, this step in the
wizard will not be shown.
Optimal Start/
Stop
Enable or disable Optimal start and stop and set the time. If schedules
are disabled, this step in the wizard will not be shown.
Network Select your wireless network and enter your user name and/or
password. If your wireless network is available but not shown in the
list, select Hidden Network and manually enter the networks's name
(SSID) and security type.
Note: Wireless setup is not required when the Pivot thermostat is
hard wired to the network using an Ethernet cable.
Registration Register the Pivot thermostat to enable remote access.
To create an account, see “The Trane Pivot Mobile App,” p. 8.
Follow the instructions on the screen and the Trane Pivot App to
register the thermostat. See the instructions in “Adding a Thermostat
to the Account,” p. 9 for more information.
Weather Set your zip code for local weather.

8BAS-SVU044D-EN
The Trane Pivot Mobile App
Use the Trane Pivot mobile app to create an account, add thermostats, and
add new users to the account An account will allow you to view:
•DDaasshhbbooaarrdd — includes schedules, setpoints, and run time history (see
the following figure)
•EEvveennttss hhiissttoorryy — a history of events (the history list can be filtered)
•AAlleerrttss — define and customize who receives notification alerts, and
which alerts each user should receive
Figure 1. View of the dashboard (trane pivot mobile app)
Setting Up the Trane Pivot Mobile App
This section describes how to access and set up the Trane Pivot mobile app,
create a Trane Pivot account, and add thermostats and users to the account
NNoottee:: The free Trane Pivot mobile app is available on App Store® for
iPhone® and iPad®, and on Google Play® for Android.
1 Install the Trane Pivot mobile app onto your mobile device
2 Tap SSiiggnn UUpp NNooww and enter the required information
3 Enter a 4-digit PIN (options are 4, 6, 8, or 10 digits)
The MMyy BBuuiillddiinngg screen appears — this is the dashboard The account you
just created will be considered the account owner

BAS-SVU044D-EN 9
Adding a Thermostat to the Account
1 Open the Trane Pivot mobile app on your device
2 On the MMyy BBuuiillddiinngg screen, tap on the menu drop down icon, then tap
EEnnrroollll NNeeww DDeevviiccee The EEnnrroollll PPiivvoott TThheerrmmoossttaatt screen appears
3 Tap GGeett CCooddee or tap BBuuiillddiinngg DDaasshhbbooaarrdd to select a different building
This generates a 5-digit code and starts a 10-minute timer
4 On the Pivot Thermostat Home screen, tap MMeennuu >> PPiivvoott RReeggiissttrraattiioonn
Enter the 5-digit code and then tap NNeexxtt The Pivot thermostat will be
enrolled/registered in the account in approximately 60 seconds
5 Repeat the above procedure for additional thermostats
Adding a New User to the Account
Only the account owner has the ability to add new users to the Trane Pivot
mobile app account The account owner must have the ability to send a code
to the new user via a text message
NNoottee:: New users should prepare by downloading the Trane Pivot mobile app
and setting up a PIN prior to being added to the a ount.
1 Verify that the potential new user has downloaded the Trane Pivot
mobile app and has set up a PIN
2 From the Trane Pivot mobile app, tap UUsseerrss, then tap NNeeww UUsseerr
3 Follow the instructions to create the new user and then tap SSaavvee
4 Tap the newly created user tile, and then tap GGeett AAccttiivvaattiioonn CCooddee This
generates a 12–digit activation code which, is sent to the new user via
text message
5 Instruct the new user to open the Trane Pivot mobile app, tap on UUssee 1122
DDiiggiitt CCooddee, and then enter the code The new user will now have access
to the account
6 Repeat the above procedure to add additional users
reating Multiple Buildings
By default, the Pivot mobile App creates one building named “My Building ”
Multiple buildings equipped with Pivot thermostats can be created
individually under the account Thermostats and groups can then be
associated with each building
Best practice is to create buildings in the Pivot mobile app before enrolling
thermostats into the account This ensures that the thermostat will be
TThhee TTrraannee PPiivvoott MMoobbiillee AApppp

10 BAS-SVU044D-EN
enrolled into the correct building
TToo ccrreeaattee aa nneeww bbuuiillddiinngg aanndd aadddd tthheerrmmoossttaattss::
1 Tap BBuuiillddiinngg CCoonnffiigguurraattiioonn >> NNeeww BBuuiillddiinngg
2 Enter a name for the building and a postal code The postal code ensures
that the correct time will be configured on the thermostat Tap SSaavvee
3 Navigate to the DDaasshhbbooaarrdd, then tap the desired building icon
NNoottee:: Ensure that you have sele ted the orre t building — moving a
thermostat from one building to another building requires
unregistering the thermostat from the a ount and then
reregistering it ba k to a ount.
4 Tap EEnnrroollll NNeeww DDeevviiccee, and then tap GGeett CCooddee A 5–digit code appears,
which expires after 10 minutes
5 At the thermostat, navigate to the PPiivvoott RReeggiissttrraattiioonn screen Enter the
5–digit code and then tap NNeexxtt The thermostat will be registered in
approximately 60 seconds
Moving a Thermostat to Another Building
Moving a thermostat to another building requires unregistering the
thermostat from the account and then reregistering it back to account
Before adding thermostats to a building, always ensure that you have
selected the correct building
TToo mmoovvee aa tthheerrmmoossttaatt ttoo aa aannootthheerr bbuuiillddiinngg:
1 At the thermostat, navigate to HHoommee >>MMeennuu >> PPiivvoott rreeggiissttrraattiioonn
2 Tap UUnnrreeggiisstteerr A confirmation dialog appears Tap OOKK to confirm
3 At the Pivot mobile app, tap on the building in which you want to enroll
the thermostat
4 Tap EEnnrroollll NNeeww DDeevviiccee, and then tap GGeett CCooddee A 5–digit code appears
expires after 10 minutes
5 At the thermostat, navigate to the PPiivvoott RReeggiissttrraattiioonn screen Enter the
5–digit code and then tap NNeexxtt The thermostat will be registered in
approximately 60 seconds
TToo mmoovvee aa tthheerrmmoossttaatt ttoo aannootthheerr bbuuiillddiinngg ((PPiivvoott mmoobbiillee aapppp)):
1 From the DDaasshhbbooaarrdd screen, navigate to the building in which the
thermostat is located
2 Tap the selected thermostat icon to expand the contents, then tap
SSeettttiinnggss at the bottom of the screen
TThhee TTrraannee PPiivvoott MMoobbiillee AApppp

BAS-SVU044D-EN 11
3 Tap RReemmoovvee [[tthheerrmmoossttaatt nnaammee]] ffrroomm PPiivvoott A confirmation dialog
appears Tap OOKK to confirm removal
4 From the building in which you want to enroll the thermostat, tap EEnnrroollll
NNeeww DDeevviiccee, and then tap GGeett CCooddee A 5–digit code appears, which
expires after 10 minutes
5 At the thermostat, navigate to the PPiivvoott RReeggiissttrraattiioonn screen Enter the
5–digit code and then tap NNeexxtt The thermostat will be registered in
approximately 60 seconds
TThhee TTrraannee PPiivvoott MMoobbiillee AApppp

12 BAS-SVU044D-EN
Alerts
This feature allows users to view alerts from the thermostat in the Pivot
Mobile App Users can also set high/low temperature limit alerts using the
Pivot Mobile App, which triggers alerts when heating and cooling issues
arise
Setting Up Alerts
Setting up alerts in the Pivot Mobile App is accomplished in two parts
Part 1: Alerts Subscription Setup
1 From the Pivot Mobile App dashboard, tap on the menu drop-down in
upper left corner and then select AAlleerrttss All active alerts are listed on this
screen From this screen you can set up alert subscriptions for each
thermostat An alert subscription is a process that enables alerts to travel
from the thermostat to the Pivot Mobile App
2 Tap on SSeettttiinnggss in the upper right corner
3 Select the thermostat(s) in which to set up alerts, and then tap SSaavvee
Part 2: Thermostat Setup and Selection
1 On the Pivot Mobile App, navigate back to the dashboard and select the
thermostat to enable alerts The thermostat screen opens
2 Tap SSeettttiinnggss in the lower right corner
3 Tap AAlleerrttss Select whether to enable Thermostat Fault alerts and
Temperature High/Low alerts If Temperature High/Low alerts are
enabled, the screen expands which allows you to set the high and low
temperature alarm triggers using the up and down arrows
4 Tap AAppppllyy A dialog box appears asking if you want to apply the settings
to additional thermostats
• For this thermostat only — tap NNoo, then tap AAppppllyy A confirmation
message appears at the bottom of screen
• For additional thermostats — tap YYeess A dialog box appears in which
you can select additional thermostats Make your selections, and tap
AAppppllyy A confirmation message appears at the bottom of the screen

BAS-SVU044D-EN 13
Thermostat Home Screen
The features and functions of the thermostat Home screen are described in
the following figure The Menu screen and the Settings screen are described
in subsequent sections
Figure 2. Thermostat interface home screen (icons and functions)
Network
Status
Tap to change fan modes
(Auto/or On)
Tap to change system modes
(Auto/Heat/Cool/O/Emergency
Heat)
Tap for additional menu screens
Current space
temperature
Occupancy mode
icon (Occupied
shown)
Tap to increase the
Cooling or Heating
temperature setpoint
Tap to allow changing
the Cooling temperature
setpoint
Tap to allow changing
the Heating temperature
setpoint
Tap to decrease the
Cooling or Heating
temperature setpoint
Weather
display
(optional)

14 BAS-SVU044D-EN
Interface Flowchart
Schedule Setpoints System Info
Occupancy
Overrides
Pivot Registration
Network Optimal Start
RemindersSW Upgrades User Setup WizardWeather
Ventilate
Date and Time
* Service
NNoottee:: * A ess the Servi e Menu by pressing the Te hni ian A ess button
for 5 se onds.
TThheerrmmoossttaatt HHoommee SSccrreeeenn

BAS-SVU044D-EN 15
Menu Screen
Feature Description
Settings Accesses all user setting screens.
Schedules View or edit schedules. Tap to Enable/Disable scheduling.
Schedule
Setpoints
Change occupied and unoccupied temperature setpoints, and override
limits.
Occupancy
Override Change override duration.
System Info Allows system information display alerts, notifications, and other
information about the thermostat.
Pivot
Registration Register or unregister the thermostat from the Pivot mobile app.
Humidity Set target humidity level.
Ventilate Set ventilation options. Only available when ventilation is enabled through
Installer Setup.
Service
Allows contractor to make changes to the Thermostat Installer Setup
screens and diagnostics. Access the Service Menu by tapping Home >
Menu > Service > Technician Access (press for 5 seconds) > Service
Menu.
Home Returns user to the Home screen.
Back Returns user to the previous screen.

16 BAS-SVU044D-EN
Settings Screen
Feature Description
Thermostat Set temperature scale, setpoint deadband, indoor temperature
sensor calibration, and outdoor temperature sensor calibration.
Screen • Display: adjust screen display brightness, backlight
timeout, screen saver, color themes.
• Screen Layout: select up to two apps for display on Home
screen.
• Clean Screen: disables screen for 30 seconds to allow for
cleaning.
• Access Restrictions: screen features can be locked out. See
“Setting Up Access Restrictions,” p. 27.
Date and time Manually set the date, time, and time zone when not connected
to a Pivot account.
Network Displays network information and allows network setup.

BAS-SVU044D-EN 17
Feature Description
Optimal Start/Stop Enable/disable energy savings options:
Optimal start adjusts the setpoint prior to schedule occupancy
based on history and current outdoor temperature in order to
meet set point by the start of the scheduled occupancy. The
optimal start time is the earliest the system is allowed to start
heating or cooling.
Optimal stop allows the zone temperature to fluctuate up to 2
degrees from the setpoint prior to the end of a scheduled
occupancy. The earliest allowed for fluctuation is the Optimal
Stop Time.
Weather Set up local weather information when registered with the Trane
Pivot mobile app.
SW Upgrades Tap to manually upgrade to the current software version.
Note: Manual upgrades require an internet connection or a USB
flash drive with the software upgrade.
Note: Software upgrades occur automatically if the thermostat
is connected to the internet.
Reminders Displays any service that is required for system maintenance or
reminders.
User Setup Wizard A guided process that sets up all user settings after initial
installation.
Reboot Reboots the thermostat.
Home Tap to return to the Home screen.
Back Tap to return to the previous screen.
SSeettttiinnggss SSccrreeeenn

18 BAS-SVU044D-EN
Schedules
Tap MMeennuu >> SScchheedduulleess to view or edit the schedule If the schedule is
disabled, it will not be displayed
NNoottee:: S hedules must be enabled for this s reen to be shown.
Feature Description
Current Day Displays each day of the week.
Start and Stop time
adjust
Tap the Up/Down arrows to adjust the schedule start and stop
time. The top set of arrows adjusts the start time; the bottom set of
arrows adjusts the stop time.
Add Tap to add a new period into the system.
Delete Tap to delete a period from the system.
Enable/Disable
Schedule
Tap to either enable or disable schedules. When the schedule is
disabled, tap the building icon on the Home screen to move back
and forth between the occupied setpoints and unoccupied
setpoints. The thermostat will not follow the schedule.
Modifying Schedule Periods
1 Access the existing schedule Tap on the preferred period (see Figure 3,
p 19)
2 Tap on the UUpp//DDoowwnn arrows to adjust the start and stop times

BAS-SVU044D-EN 19
3 Continue to make adjustments to the other schedule periods if necessary
4 Tap SSaavvee to save changes and exit Tap CCaanncceell to discard any changes
Figure 3. Modifying schedule periods
Deleting Schedule Periods
1 Access the SScchheedduullee SSccrreeeenn and then tap DDeelleettee (see Figure 4, p 20)
2 Tap the TTrraasshh icon for the period(s) that you want to delete
3 Tap SSaavvee to delete the selected schedule or CCaanncceell to return to the
schedule screen without deleting
SScchheedduulleess

20 BAS-SVU044D-EN
Figure 4. Deleting schedule periods
Adding Schedule Periods
1 Access the SScchheedduullee SSccrreeeenn and tap AAdddd (Figure 5, p 21)
2 On the AAdddd screen, tap the pplluuss ssiiggnn to add a new schedule period
3 On the right side of the screen, tap the UUpp//DDoowwnn arrows to select start
and stop times
4 Tap SSaavvee to save the new schedule or CCaanncceell to return to the schedule
screen without saving
SScchheedduulleess