homeassistant_espscreen/docs/EASY_SETUP.md

# Installing and managing from ESP Screens

A new screen, from USB to everyday use

With **ESP Screen Manager**, you choose your tiles in Home Assistant. You search by
name, device, room, or entity ID, arrange them in the order you want, and click
**Save & send to screen**. After that, the status stays automatically up to date.
You don't need to **reflash** for different tiles.

This works with Home Assistant OS on a 64-bit Raspberry Pi or an amd64 machine,
and one of these exact screen variants. The ESPHome CLI is included in ESP Screen Manager;
ESPHome Device Builder is optional:

| Choice | Hardware |
| --- | --- |
| CYD | ESP32-2432S028, 320×240, ILI9341 and XPT2046 |
| Guition | ESP32-S3-4848S040, 480×480, ST7701S and GT911 |

Other screens with roughly the same name can have different pins. Use
the board profile that matches the hardware. Use a USB cable that supports data.
The wallbox relays are not used.

## 1. Install ESP Screen Manager

1. Open **Settings → Apps → Install app** (on older HA versions:
   **Settings → Add-ons → Add-on Store**).
2. Open the menu in the top right → **Repositories** and add:
   `https://github.com/MaxGramser/homeassistant_espscreen`.
3. Install and start **ESP Screen Manager**. Turn on **Start on boot**
   and **Show in sidebar**. Open the **ESP Screens** web interface.

This app includes the tested ESPHome 2026.6.2 CLI and runs within your HA login.
A second ESPHome management page, MQTT, blueprint, or long-lived token is not needed.
Use the GitHub version for updates; a local test add-on is a separate app.

## 2. New screen: connecting and installing

1. Connect the screen with a **USB data cable** to the machine running Home
   Assistant. With multiple boards: connect them one at a time for the first
   installation, or check which port belongs to this screen.
2. Open **Settings** at the top right of ESP Screens and click **New screen**. Choose CYD or Guition and give the screen a name,
   for example `Kitchen`. The device name (`kitchen`) follows from that; use
   **customize** to choose a different one.
3. Wi-Fi: if `wifi_ssid` and `wifi_password` are already in the ESPHome `secrets.yaml`,
   the screen uses them automatically. If they're missing, or the file doesn't
   exist yet, the window asks for them once and ESP Screens only adds the
   missing lines to `secrets.yaml`; comments and other secrets are left
   alone. If `secrets.yaml` isn't valid YAML, fix that yourself first.
4. Under **Install via**, choose this screen's USB port and click
   **Install**. ESP Screens stores the profile (`kitchen.yaml`, with unique
   API and OTA keys) in the ESPHome folder, builds the firmware, and writes it
   over USB. The ESPHome log and the current phase (building, writing) are in the same
   window; a first build takes a few minutes on a Raspberry Pi. You can close the
   window: the installation keeps running and picks back up when you reopen it.
5. After **Done**, the window shows the API key with a copy button and the
   pairing steps from chapter 3. If the build fails, the log stays open and
   you can **Retry**.

Every screen gets its own profile: four screens means going through **New
screen** four times, with four different names. The shared board package is the
same for every screen; the profile only holds the name, keys, and the Wi-Fi reference.
Keep that profile and reuse it for updates. Going through **New screen**
again for an existing screen generates new keys and is not the
update route.

No USB port in the list? A cable plugged into your laptop isn't visible to the
Raspberry Pi. In that case, choose **Later · save profile only**: the profile then
sits in the same folder ESPHome Device Builder uses, so you can open it there
and flash from your browser (**Install → Plug into this computer**), or
install it to the HA machine later via **Settings → Firmware & USB**.

**CYD:** calibration appears on first boot. Calmly tap the visible crosshair
three times, hold each tap briefly, and follow each next crosshair in turn.
There are five positions. The center checks accuracy. On a failed
measurement, the screen asks you to start over. The correction is stored locally
and survives OTA updates. Use the HA device button **Calibrate touch** to
measure again later. For a panel that stays off, or for a measurement report over
USB, see [CALIBRATING.md](CALIBRATING.md).

**Guition:** the GT911 touch mapping is baked into the board profile; there's no ADC calibration.

## 3. Pair the screen with Home Assistant

This happens in Home Assistant itself, outside ESP Screens. As long as a profile
hasn't been added to Home Assistant yet, it appears on the left under **My screens**
as a *not yet in Home Assistant* card, with an **Open Devices & services**
button and **Copy API key**; the done screen of **New screen** has the same
button. The card disappears once the screen is in the list.

1. Open **Settings → Devices & services**. Add the discovered ESPHome device.
   Not discovered? Manually add the **ESPHome** integration with the screen's
   IP address, port 6053.
2. Does HA ask for an encryption key? Paste the API key the window shows after
   installation (also found as **api → encryption → key** in the
   profile). Don't use the OTA password.
3. On the ESPHome integration, open **Configure** and enable **Allow the device to
   perform Home Assistant actions**. Without this permission, values still show up,
   but the screen can't control lights and devices.
4. Open ESP Screens. The screen appears within about 30 seconds.

## 4. Choose and edit your tiles

Tip: in your ESPHome YAML, add the line `power_save_mode: none` under `wifi:` (new
wizard YAMLs already have it); the screen is mains-powered, so this keeps it responding to
Home Assistant without Wi-Fi sleep delay.

Select your screen, fill in the title, and search for entities. The picker has
domain filters with colored icons. You can add up to twenty tiles.
The screen preview shows their placement: two columns, six slots per page,
up to eight pages. Every tile has a fixed slot that only changes if
you drag it; empty slots stay empty, wherever you leave them. Drag a tile
onto an empty slot and it stays there; drag it onto another tile and the two
swap (the other tile takes the freed-up slot, or otherwise the nearest free
slot); everything else stays put. While dragging, the preview already shows where
everything will land; an empty page then stands ready below the last page. **Add
page** creates an empty page that's kept; an empty page gets
**Remove page**. Click an empty slot to place the next tile from the picker
there. Use the arrow keys to move a focused tile.
Click a tile for a custom name and **Configure control & display**:
click behavior, a mini-slider, a large value, a graph (sensors), a
weather forecast (weather), or the **Double-width** setting. A double-width tile for
a climate, switch, light, fan, vacuum, cover, media player,
number, select, timer, scene, script, or button gets **direct
control** on the right, like the rows in Home Assistant (for example temperature − / +,
open/stop/close, volume with mute, a toggle); under **Direct control
on the tile**, choose which set, or **None** (firmware 0.2.19+). **Open control** on
a weather tile shows the weather card with the coming hours and days (rain included);
on a climate tile, the card with an on/off button and the mode, fan, and
swing settings. The built-in **Clock**
sits at the top of the picker; find sun, timers, and people via the filters. Under
**Pastel background**, choose a custom color with dark text; **Default** restores
the normal look, and **None** drops the card, so the content sits the same size
directly on the screen background (firmware 0.2.16+). This requires firmware 0.2.10+.
Adding without a chosen slot fills the first free slot. Fixed slots and empty
slots work on the screen from firmware 0.2.26 on; older firmware shifts the
tiles up to the first free slot, and the editor notes that below the preview.
The preview shows the layout, not live sensor values.
Click **Save & send to screen** to send your changes.

- Light, switch, input_boolean, and fan: tap to turn on/off.
- Long press a light: brightness, rainbow color, and white temperature, as far as
  the light supports those features.
- Climate, vacuum, and cover: tap to open the control card. Under **On tap**, choose **On / off**
  to open, close, or stop a cover with a tap instead (firmware 0.2.58+); holding it still opens the card.
  ESP Screens offers **On / off**, a small slider, and direct controls only when Home Assistant has
  the action for that entity. **Perform action** runs any action Home Assistant offers for the
  entity, such as **Set cover position** with a position, under Home Assistant's own names
  (firmware 0.2.58+).
- Long press a fan: speed, if the device supports percentages.
- Scene/script: tap to run; button/input_button: tap to press.
- Sensor, number, binary sensor, and person: tap for the history card, for 1 hour,
  24 hours, or 1 week. Long press a switch for its history. A sensor's graph on the tile
  shows 1, 6, or 24 hours.
- Select/input_select: open the picker menu.

From firmware 0.2.7, twenty tiles fit across up to four pages. Older
firmware keeps the limit of ten until you update. Under **General settings
→ Swipe between pages**, you can enable swiping. On the Guition (firmware
0.2.24+), you then swipe inward from the left or right edge, like the
back-swipe gesture on a phone; slow or fast, and a swipe starting in the
middle of the screen does nothing, so tapping and dragging tiles never
accidentally changes pages. On the CYD, it stays a quick swipe across the screen. Sliders
only control their value; detail menus and standby don't change pages.

Six tiles sit on a page. With six or fewer, Previous/Next disappear.
The default standby time is ten minutes. For offline devices, the screen blocks
actions. If the connection to Home Assistant drops, the screen immediately shows
"HA not connected"; if the app sends nothing for two rounds (about five minutes),
it shows "ESP Screens not active". In both cases, control is blocked
until data is received again.

You can save layouts while a screen is offline. The app sends them
as soon as the screen comes back. The app must keep running for current tile data.

## 5. Updates without losing your settings

| What changes? | What do you do? | What's kept? |
| --- | --- | --- |
| Different entities, names, or order | Save in ESP Screens | Wi-Fi, keys, calibration |
| New management page/app version | App store → ESP Screen Manager → Update | All layouts in `/data/screens.json` |
| New screen feature/card | The **Update** button on the screen, or **Update automatically every night** under Settings (manually: Settings → Firmware & USB → Wi-Fi / OTA) | Own YAML, keys, and CYD calibration; the app resends tiles |

The device's own YAML references the firmware packages on `main`. On a new build,
ESPHome fetches the latest published package and component code. So you don't
replace your own YAML with a new downloaded file. Wi-Fi, name, and keys
live outside the shared package and stay the same.

### Hardware-specific YAML overrides

Each screen also has a small local file beside its profile, for example
`kitchen.local.yaml`. Open the screen and click **Override YAML**. The editor is
intended for hardware-specific changes such as a different display controller:

```yaml
display:
  - id: !extend my_display
    model: ST7789V
```

ESPHome appends package lists instead of merging them, so `!extend` is what
changes the display the shared package already defines; a bare `id:` would add
a second, incomplete display and the build fails.

This file is loaded after the shared board package and is kept when the app or
firmware package updates. The editor protects the screen's name, Wi-Fi, API,
OTA and package connection. Use **Save & check** before building a custom
configuration. If the complete ESPHome profile is invalid, the firmware build
does not start.

The override is advanced configuration: the display model, dimensions, pins,
touchscreen and initialization sequence must still match the physical board.
For a similar-looking CYD, check the exact USB/controller variant first.

Make a Home Assistant backup before updates, including ESP Screen Manager and
the device's own ESPHome configurations. **Removing/reinstalling** an app is not the same
as updating; that can wipe the data folder. Keep the device name and the
entity ID of **Tile settings** the same, so the existing layout stays linked.

For a newly supported card, update the app first, then the firmware.
The maintainer keeps protocol and data migrations backward compatible;
see [RELEASING.md](RELEASING.md). To roll back, you can temporarily replace `ref: main`
in your own YAML with an earlier release tag, without changing the keys.

## If something doesn't work

- **No screen in the list:** check that the new Easy Setup firmware is running,
  the ESPHome integration is connected, and the **Tile settings** text entity
  isn't disabled. The old manual firmware doesn't publish that by default.
- **Tiles show but no actions:** grant the device permission for HA actions.
- **Unavailable:** check that the selected entity exists in HA and is
  available. A renamed entity ID needs to be chosen again.
- **No OTA:** check Wi-Fi/IP and the original OTA password. If needed,
  use the same own YAML over USB. Don't generate a new identity.
- **Build fails:** read the first error, check the ESPHome version and internet for
  GitHub/font downloads. If the Raspberry Pi is low on memory, temporarily use a
  more powerful computer to compile; the YAML stays the same.
- **Migrating an existing manual screen:** keep the old YAML and carry over the
  existing device name, API key, and OTA password into the new installation profile.
  Then choose the tiles in the app. The old fixed tile substitutions aren't
  automatically imported into the new management page.

HA Container without Supervisor has no App store. This installation guide
targets Home Assistant OS; the development server is not a production route for
a standalone public portal.

HA mechanisms used: [Ingress](https://developers.home-assistant.io/docs/apps/presentation/),
[the internal HA API](https://developers.home-assistant.io/docs/apps/communication/), and
[ESPHome packages](https://esphome.io/components/packages/).


## Adjusting screen settings (from 0.1.2)

Update ESP Screen Manager to 0.1.2 and install the new firmware once
via your **existing** ESPHome device → Install → Wirelessly. Keep your own YAML
with Wi-Fi and keys. Then open the screen in ESP Screen Manager and expand
**Screen settings**. After adjusting, click **Save & send to screen**.
After this, changes to these settings don't need a new firmware flash.

| Setting | Options | Default |
|---|---|---|
| Auto standby | On/off | On |
| Standby after | 1–1440 minutes after the last touch | 10 minutes |
| Normal brightness | 5–100% | 100% |
| Dark mode | On/off: black page, graphite cards, firmware 0.2.54+ | Off |
| Standby brightness | 0–100%, capped at normal brightness | 20% |
| Night mode | On/off; applies during standby | On |
| Night start/end | Hour and minute, can span midnight | 22:00–07:00 |
| Night brightness | 0–100%, capped at normal brightness | 10% |
| Show clock | On/off | On |
| Time format | 24 or 12 hour, without AM/PM | 24 hour |
| Return to page 1 | Also closes detail menus on standby | Off |
| Swipe between pages | Native horizontal swipe, firmware 0.2.7+ | Off |
| Guition rotation | 0°, 90°, 180°, 270°, firmware 0.2.9+ | 0° |

Home Assistant shows the same settings on each screen's ESPHome device: the switch
**Auto standby** (firmware 0.2.41+) and the numbers **Standby after**, **Normal brightness**,
**Standby brightness** and **Night brightness**. Changing them there, for example from an
automation, also changes them in ESP Screens and keeps them after a restart. Turning Auto
standby off wakes the screen and keeps it on; turning it on counts the standby time from
that moment. To keep a screen on while someone is home and a light is on:

```yaml
alias: Keep the kitchen screen awake
mode: restart
triggers:
  - trigger: state
    entity_id: [person.alex, light.living_room]
actions:
  - if:
      - condition: state
        entity_id: person.alex
        state: home
      - condition: state
        entity_id: light.living_room
        state: "on"
    then:
      - action: switch.turn_off
        target:
          entity_id: switch.kitchen_screen_auto_standby
    else:
      - action: switch.turn_on
        target:
          entity_id: switch.kitchen_screen_auto_standby
```

Every change is saved on the screen, so switch on changes that happen a few times a day,
not on every motion. ESP Screens → Settings → Claude installs a skill that writes such
automations for you.

Night hours use the ESPHome device's timezone and the time from HA.
Without a valid time, the screen uses the regular standby brightness; matching
start and end times turn the night window off. At 0%, only the
backlight turns off: this is not deep sleep and not a screensaver.
The first tap wakes the screen without controlling a device.

The add-on stores everything per screen in its persistent data. The screen also
stores the last received settings in preferences; ESPHome batches those
write operations (normally up to a minute). So don't unplug the power right after
saving. Existing CYD calibration, tiles, API, and OTA keys are preserved.
An offline screen gets the changes as soon as it comes back. Regular HA status
updates don't wake the screen and don't reset the standby timer.

With older firmware, the management page shows that an update is needed first.
The tiles remain usable. Manual YAML profiles keep using their substitutions;
to manage through this app, use the Easy Setup package.

The current Guition uses the native ST7701S configuration; see
[the hardware comparison](GUITION_FACTORY_REFERENCE.md). Settings and
tile colors don't change panel timings. Physically check the display and touch.