An HVAC test and balance report is a document that outlines the performance of a building’s HVAC system. It verifies that the system delivers the correct amount of airflow to each space, ensuring optimal comfort, energy efficiency, and indoor air quality.

Air balancing involves testing and adjusting the air conditioning system, whether it’s simple or complex, to get the volume flow into each room and to maintain the right conditions. It is the measuring and adjusting the volume of airflow into each room for maximum comfort.

Technicians typically measure the air at each return grille with air balancing hoods and test the system pressures with manometers. Hydronic meters is used to measure system temperature and humidity. The readings from these measurements will show how the heating and cooling system is working, and put together, they make up the HVAC air balancing report.

Grilles – Metal sheets with parallel slots covering the system’s opening in a wall to allow air or water into the system and for expelling it, while preventing the intake of solid, and harder objects or animals.

Air conditioning fix: In certain scenarios, the air conditioning fixed or the system replaced.

Evaluate the HVAC equipment: Use air balancing hoods for measuring air at the grilles and a manometer to measure system pressures. Hygrometers are used to test the system’s heat and humidity, and these measurements together show a system’s state.

It is normal to see a system with low airflow of 30% to 50%. Air passing through the system takes the heated or cooled air into the rooms.The efficiency of your equipment is completely dependent on the airflow.

The process can take anywhere from a few hours to several days, depending on the system’s size and complexity. Small systems may take half a day, while commercial or multi-zone buildings may require 2–5 days or more for thorough testing, balancing, and documentation.

Using a template ensures consistency, saves time, and helps eliminate data entry errors in the field. It allows TAB professionals and HVAC contractors to document airflows clearly, meet compliance standards, and pass inspections faster—all without building a report from scratch every time.

An HVAC test and balance report template is a structured form used to record airflow measurements, system performance data, and adjustments made during air balancing.

The template helps you document system diagnostics, track corrections, and provide clients with a clear summary of the work done to improve HVAC performance.

Proper air balancing improves comfort, energy efficiency, and system lifespan. It helps eliminate hot or cold spots and makes sure equipment is working as intended.

This report should include before-and-after airflow data, system specifications, and notes on any adjustments. It’s key for verifying performance and meeting client or code requirements.