HVAC Air Balance Report Template: Measure System Efficiency and Grow Your Business

Once your HVAC company installs a new HVAC system, it’s imperative that the system operates properly and your customers remain satisfied with your work. HVAC air balancing is a testing process that ensures an HVAC system functions efficiently and according to specifications.

An air balance report, also called a testing, adjusting, and balancing (TAB) report, measures HVAC system airflow. It’s often required in new commercial construction projects before occupancy. HVAC companies also provide air balancing for residential customers to ensure their HVAC systems provide ideal heating and cooling throughout their home with maximum energy efficiency.

While an HVAC air balance report template is a good starting point to improve consistency and efficiency in your HVAC business, it won’t solve other inefficiencies related to using forms in the field or performing HVAC installations and service.

To address these challenges, many HVAC companies turn to ServiceTitan HVAC Software to increase efficiency and streamline their business. Below, we’ll explain how to use this HVAC air balance report template, and we’ll also cover how HVAC software automates related processes, so you can scale and grow your business.

What is an HVAC air balance report template?

An HVAC air balance report template is a document used to record HVAC equipment air balancing testing results. In an air balance report, a certified HVAC professional records equipment and system information, tests system airflow, and creates a detailed report so the HVAC installer can make the adjustments for optimal heating and air conditioning operation.

An air balance report form walks you through the necessary steps to evaluate a forced-air system, including:

• List project information, including the address, calibration date, and testing instruments.
• Document equipment information, such as manufacturer, model number, serial numbers, and technical design data specifications, like fan speed data.
• Check the HVAC system and components, such as the air handling unit (AHU), filters, coils, and the terminal unit, also called Variable Air Volume (VAV) or Constant Air Volume (CAV) boxes.
• Mark equipment and devices.
• Measure air speed volume by cubic feet per minute (CFM) through ductwork at grilles, registers, and diffusers, using a Pitot tube traverse and other instruments. Testing static pressure measures pressure differences from the supply air side and return air side.
• Compare measured airflows to design airflows, making adjustments to the damper until it’s within 10 percent of design specifications.

HVAC professionals and companies can obtain HVAC air balancing certification through several programs, including the Associated Air Balance Council (AABC), the National Balancing Council (NBC), the National Environmental Balancing Bureau (NEBB), and the Testing, Adjusting, and Balancing Bureau (TABB), among others. These commissioning groups set their procedural standards for HVAC system balancing.

The challenges of recording air balance reports

Air balance test reports include an array of details, from equipment and system information to technical test data. They also include data gathered from the office and in the field. Without an air balance report form, it’s easy to overlook the small, but extremely important, details related to the HVAC test.

Inaccurate information or delays due to incomplete information could result in more time to finish the report and make needed system adjustments, which could postpone occupancy for a newly constructed building.

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