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