Cielo PRO App - Detailed User Manual for Installing Cielo Smart Thermostats for Central HVAC Systems

The Cielo PRO app is a powerful, all-in-one thermostat installation tool designed exclusively for HVAC Pros. Whether you’re a solo technician or run an HVAC company, the Cielo PRO app helps you work more efficiently, retain customers long after the job is done, and deliver exceptional service every time. 

Cielo PRO App allows the HVAC Pros to: 

• Set up Cielo smart thermostats via Bluetooth-based configuration.

• Apply AI-generated HVAC configuration templates for a faster setup. 

• Run quick checks for heating, cooling, fan, or connected accessory with the Test Equipment feature. 

• Seamlessly hand off the device to customers using an invite link or a QR code.

• Turn every installation into a powerful branding opportunity with free Pro branding.

Pro Setup Overview 

AI-Generated HVAC Configuration Templates 

AI-generated templates are automatically created based on the thermostat wiring, ensuring faster, more accurate installations with zero manual configuration. 

Device Installation Using AI-Generated HVAC Configuration Templates 

Follow the steps below to set up a Cielo smart thermostat using AI-generated HVAC configuration templates.

Step 1: On the homescreen, tap on ‘Install a Product’. 

Step 2: Select the Cielo device that you are installing. The app will automatically begin searching for the device.

Step 3: The detected wires will be displayed automatically. Tap 'Continue'. 

Step 4: The Cielo PRO App will automatically suggest the HVAC configuration template based on the wiring configuration. Select the suggested AI-generated HVAC template.

Step 5: Carefully review the equipment preferences to ensure all settings match the installed system.

Tap 'Continue' to proceed.

Step 6: If you made any changes to the suggested template, you will be prompted to save it for future installations:

• Tap ‘Yes, save this configuration’. 
• Tap ‘No, don’t save’ to continue without saving.

Step 7: When saving the template, enter a configuration name, then tap ‘Save'.

The device configuration is now complete. You can proceed to equipment testing.

Test Equipment 

The Test Equipment function allows you to test heating, cooling, fan, and connected accessories to ensure a reliable setup and minimize post-installation callbacks.

Step 1: After configuring the thermostat, tap ‘Start Testing’.

Step 2: Tap the function that you want to test, such as fan, heating, and cooling. 

Step 3: Tap 'ON' (fan) or 'Stage 1' (heating/cooling) to initiate the test. 

After testing is complete, you will be prompted:

‘Is everything working correctly?’

• Tap ‘Yes, Continue’ if all functions are operating properly.
• Tap ‘No, Reconfigure’ to check the wiring again. 

Add Contact Details on Homeowner’s Device

After configuring and testing the equipment, you can add your logo to the customer’s device. This ensures customers can easily reach you for future service and support.

Step 1: Tap 'Upload'.

Step 2: Add your logo. 

Device Hand-Off

Once a thermostat is installed and configured, the Cielo PRO app makes it easy to hand off ownership to the homeowner instantly, either by sending them an invite link or having them scan a QR code on-site. 

Step 1: After configuring the thermostat, testing the device, and adding your logo, select ‘Device Handoff’. 

Step 2: Add the customer’s email address and other details. Tap ‘Continue'. 

Note: If the customer already has a Cielo account, use the same email address associated with it. 

Step 3: The invite link will be shared with the homeowner. You can also ask the homeowner to scan the QR code, depending on their preference. Tap ‘Done’.

Once the handoff is complete, the installed thermostat is linked to the homeowner's account. 

Handoff Later 

The Cielo PRO app also offers a Handoff Later option for added convenience. You can set up the thermostat in advance from anywhere, and once at the customer's location, simply install it, test it, and hand it over. 

Step 1: Tap 'Handoff Later'. 

Step 2: Add a note for later. 

Step 3: Later, when you arrive at the customer’s house, tap ‘Resume Installation’ on the Cielo PRO app home screen to continue the setup from where you left off.

Pre-Configured Templates 

Templates allow HVAC Pros to quickly apply preconfigured settings, reducing setup time and minimizing errors. Simply select the system wiring, customize equipment settings, and the templates will be created in seconds.

Creating a Template in Cielo PRO App

Step 1: Go to the ‘Templates’ tab in the navigation bar. Tap ‘Create a Template’.

Step 2: Select all applicable wiring terminals based on the HVAC system. Tap ‘Continue’ to proceed. 

Step 3: Customize the equipment preferences. This will vary based on the configured system. Tap ‘Continue’ to proceed. Then choose the preferred temperature unit. Tap 'Continue'. 

Step 4: Add a name for your template and tap ‘Save’. 

You can also edit or delete a template. 

Device Installation Using Pre-Saved Templates 

Follow the steps below to set up a Cielo smart thermostat using pre-saved templates.

Step 1: On the homescreen, tap on ‘Install a Product’. 

Step 2: Select the Cielo device that you are installing. The app will automatically begin searching for the device.

Step 3: Once the device is successfully connected, you will be prompted to choose how you want to proceed with the installation. Select ‘Use My Template’.

Step 4: Choose the appropriate pre-saved template for the current setup.
Review the displayed configuration details to ensure accuracy, then tap ‘Continue'. 

Customer Management

The Cielo PRO app provides a centralized Customer Dashboard that gives you a complete view of your client base.

• View every customer along with their installation history.
• Quickly find any customer using the search bar.
• Add new customers.

This streamlined view helps you stay organized and manage installations efficiently.

Adding a New Customer 

Here’s how to add a customer in the Cielo PRO app: 

Step 1: On the homescreen, go to the ‘Customers’ tab in the navigation bar. 

Step 2: Tap ‘Create new customer’. 

Step 3: Add customer details. Tap ‘Continue’. 

Note: When adding a new customer, the owner or admin can assign the customer to a specific Pro. The assigned Pro will then be able to view the customer’s details in their account. 

Step 4: You can check the added customer in the ‘Customers’ tab. 

Customer Profile & Service History 

You can view a customer’s installation data using the Customer Tab in the Cielo PRO app.

Simply select a customer from the list to access their detailed installation information, including:

• Device ID: The unique identifier for each installed thermostat.
• Installed By: Shows the name of the Pro who installed the thermostat. 
• Installed On: The date the device was installed.
• Location: The site where the device was installed.

This allows you to quickly review installation history and monitor device status from one centralized place.

Company Settings

To access the company settings, tap the ‘Settings icon’ at the top right. 

Here you can access: 

• Company Details

Update your business address, phone number, and company logo with ease.

• Employee Management

Efficiently manage workforce by: 

• Viewing current employees
• Updating employee roles
• Adding new team members
• Reviewing pending join requests
• Archiving members when required

Employee Management 

The Cielo PRO App allows you to easily manage your team, adding members and updating roles as responsibilities change. 

How to Add a New Employee

You can add new team members to your company directly from the app.

Step 1: Tap the ‘Settings’ icon in the top-right corner.
Step 2: Select ‘Employee Management’.

Step 3: You'll be taken to the web version. Go to the ‘All Employees’ tab. Tap ‘Add New Employee’.
Step 4: Enter the employee’s email address and assign their role. Tap ‘Continue’.

The invitation link will be shared with the Pro. You can see the sent invitation in the ‘Requests & Invites’ tab. 

How to Update an Employee’s Role

If an employee’s role has been updated, you can quickly modify it within the app.

Step 1: Open the Cielo PRO app and tap the ‘Settings icon’ in the top-right corner of the screen.
Step 2: Select ‘Employee Management’ from the menu.

Step 3: Navigate to the ‘All Employees’ tab to view the complete list of your team. 
Step 4: Locate the employee whose role you want to update and tap ‘Update Role’ next to their name.

Step 5: Add the new role and tap 'Submit'. 

PRO Access

PRO Access is a feature in the Cielo PRO app that allows HVAC professionals to temporarily reconnect to an installed Cielo Smart Thermostat directly via Bluetooth. Whether you are on-site for a system reconfiguration or troubleshooting a technical issue, PRO Access gives you fast, secure access to the device without requiring an on-site Wi-Fi connection.

Here's how to enable PRO access: 

Step 1: Go to 'Menu'.

Step 2: Tap 'Know Your PRO'.

Step 3: Tap 'PRO Access' to enable it. 

Step 4: Now, open the Cielo PRO app. Tap 'PRO Access' on the homescreen, then tap 'Continue'. 

Step 5: Select the required options. Once you have made all the necessary changes, tap ‘Finish’ to end the session. 

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