Customizable: Personalize by adding your branding and customer information.
Easy to Use: Focus on the job, not paperwork. Simply fill in the specific details.
Print Ready: Download, print, and share the professional, auto-populated template.
Works Anywhere: Use the simple printable form at the office or on the jobsite.
Go to the “Company & Project Information” tab to enter all company and job details for your test and balance report.
Add your company name, logo, and contact details to clearly brand the report.
Enter project details such as job ID, service address, and customer contact information.
Confirm all company and project fields are complete before entering system measurements.
Record system measurements and airflow data. Calculated fields update automatically as you enter values.
Enter the technician name, report date, and test instruments used.
Input entering air, exiting air, outdoor temperatures, and performance readings.
Add equipment and register measurements; temperature change and balance percentage calculate automatically.
The template compiles your measurements into a complete HVAC test and balance report ready for review and approval.
Review final temperatures, equipment details, and overall system performance results for accuracy.
Verify register airflow values, balance percentages, and total system readings against design values.
Use the completed report for customer sign-off, inspections, and final project closeout documentation.
A spreadsheet is a good start, but our software removes manual entry and auto-formats your report.
Complete test and balance documentation digitally with clear, structured measurement sections.
Calculated values update instantly, reducing errors and eliminating manual rework.
Generate professional HVAC test and balance reports ready for review, approval, and closeout.
See how Housecall Pro works for you. No credit card required.
An HVAC test and balance (TAB) report is a vital project document used to confirm that a heating, ventilation, and air conditioning system is performing exactly as it was designed and specified. These reports provide documented proof that airflow rates, temperatures, pressures, and system capacities have been properly measured, adjusted, and verified. TAB reports are commonly required for new construction projects, major system retrofits, commissioning processes, and ongoing performance validation to ensure occupant comfort, energy efficiency, and code compliance.
Using a standardized test and balance report template is essential for maintaining consistency and accuracy across every job. A well-structured template ensures that each technician records the same critical measurements, calculations, system settings, and observations—reducing the risk of overlooked data or inconsistent reporting. It also creates a repeatable process that improves efficiency in the field and makes reports easier to review by supervisors, engineers, and project stakeholders.
Without a consistent reporting format, HVAC companies face increased risks of incomplete documentation, data entry errors, and wasted time spent recreating forms for every project. Inconsistent reports can lead to failed inspections, project delays, disputes with contractors, or costly return visits to re-verify system performance. A professional, standardized template removes guesswork, supports industry and regulatory compliance, and clearly communicates the quality and accuracy of your work to customers, general contractors, and consulting engineers.
This free HVAC Test and Balance Report Template provides your team with a reliable, easy-to-use framework for documenting system performance efficiently and professionally on every job. By standardizing your TAB reporting process, you can improve accuracy, save time in the field, and deliver polished, credible documentation that reflects the professionalism of your HVAC operation.
This template is designed to support both residential and commercial HVAC air balance work, making it suitable for everything from single-system homes to larger, multi-room properties. It is fully compatible with Microsoft Excel and Google Sheets, allowing technicians to enter measurements digitally in the field, share completed reports with office staff or project stakeholders, and maintain organized records for future reference. For teams that prefer paper documentation, the template can be printed for on-site use and later transferred to a digital format without disrupting existing workflows.
Company and Project Information
Test Instruments and Temperatures
Equipment Details
System Performance
Registers and Grilles
Summary and Signatures
This structured format ensures all required data is captured in a logical, easy-to-review layout.
Registers and Grilles
Approval and Signatures
Standardize Testing Procedures
This HVAC air balance report template guides technicians through a consistent process for recording measurements and system data. Its structured layout reduces missed fields and errors while providing a clear, repeatable workflow that supports training and consistent results on every job.
Save Time on Every Project
Instead of creating reports from scratch or reformatting spreadsheets, your team can focus on capturing measurements directly in the template. Structured sections and auto-calculated fields reduce manual calculations and repetitive data entry. This speeds up documentation in the field, minimizes follow-up work in the office, and helps complete reports faster for inspections, approvals, and project closeout.
Improve Professionalism and Trust
Clear, well-organized reports make it easier for customers, inspectors, and project managers to understand system performance and airflow results. Branded company information, consistent formatting, and clearly labeled measurements present your work in a professional, credible way. High-quality documentation demonstrates attention to detail and builds confidence with general contractors, engineers, and repeat customers.
Support Compliance and Documentation
HVAC air balance reports are commonly required for inspections, commissioning, and final project sign-off. A complete and accurate report helps meet project requirements and reduces the risk of delays or failed inspections. It also creates a reliable record for future reference, supporting warranty claims, performance reviews, and long-term documentation needs.
An HVAC test and balance report documents airflow, pressure, temperature, and system performance to confirm the system operates as designed. It verifies proper air delivery for comfort and efficiency while providing clear documentation that the system has been tested and adjusted correctly.
These reports are commonly used for a variety of applications, including:
Using the same template on every job ensures consistent, accurate documentation.
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HVAC contractors, commissioning agents, and technicians performing airflow testing and balancing.
Yes. You can add branding, additional fields, or project-specific requirements.
Yes. The structure supports both residential and commercial systems.
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