Report

Air Balancing Report

Document the process of balancing air distribution in HVAC systems. Record design airflow, measured airflow before and after adjustments, and the overall balancing status.

Start your air balancing report

View All Templates

Report

Document Preview

Review the structure, sections, and fields before proceeding to fill out the document.

Air Balancing Report

No.ABR-2026-012

1. General Information

Inspection date7/14/2026 Address777 Walnut Street, Boston, MA 02108
Basis for inspectionPost-installation commissioning
Expert Alex Turner , Test and Balance Technician

2. Object of Inspection

System Typenot filled in System NameFloor 5 HVAC System
Technical Statenot filled in Installation Date6/1/2026
Commissioning Date6/15/2026

3. Main Parameters

Terminal DeviceDiffuser D5-01 Design Airflow200
Measured Airflow Before180 Measured Airflow After195
Adjustment MadeDamper opened 15 degrees

4. Inspection Conditions

Inspection conditions are not selected.

5. Additional Information

Identification was carried outHVAC system for floor 5
There are remarksSystem balanced within acceptable tolerance. All terminal devices within ±10% of design.

6. Inspection Participants

No.Full namePosition / statusComment
1Alex TurnerTest and Balance TechnicianPerformed balancing
2Brian AdamsHVAC ContractorSupervised commissioning
3Catherine LeeBuilding OwnerAccepted results

Signatures

______________________________
Alex Turner, Test and Balance Technician
______________________________
Alex Turner
______________________________
Brian Adams
______________________________
Catherine Lee

Report

Purpose and Procedure for Drafting the Document

What Is an Air Balancing Report?

An air balancing report documents the measurement and adjustment of airflow at terminal devices to achieve proper air distribution. It includes design airflow, measured values before and after, and the overall balancing result.

Why Use This Template?

This online template provides a structured format for recording balancing data for multiple terminal devices. It includes fields for adjustments made and signatures from all involved parties.

Who Uses It?

Test and balance technicians, HVAC contractors, and building owners use this report to verify that air distribution meets design specifications.

Post-Installation Commissioning

After HVAC installation, balancing ensures that each zone receives the correct airflow. This report documents the results.

Comfort Complaint Resolution

When occupants report uneven temperatures or drafts, balancing identifies and corrects airflow issues.

System Performance Verification

Periodic balancing checks verify that the system continues to distribute air as designed.

Energy Efficiency Optimization

Proper balancing reduces energy waste by ensuring that airflow is not excessive in some areas while insufficient in others.

Contractual Acceptance

Building owners often require a balancing report as part of the acceptance process for new HVAC systems.

Retrofit or Renovation Projects

After modifications to ductwork or terminal devices, balancing ensures the system operates correctly.

  1. 1

    Open the Template

    Open the air balancing template in the online editor and enter report metadata such as balancing date, report number, technician, and location.

  2. 2

    Record Terminal Device Data

    For each terminal device, enter the device name, design airflow, measured airflow before and after adjustment, and a description of the adjustment made.

  3. 3

    Determine Overall Status

    Based on the results, select whether the system is balanced, partially balanced, or not balanced, and add remarks.

  4. 4

    Sign and Export

    The technician, contractor, and building owner sign digitally. Export the report as a PDF.

Photo Report Generator

Use the photo report generator to include photos of measurement points and damper adjustments in your balancing report.

Create Photo Report

Mobile Photo Documentation App

Capture photos of terminal devices and adjustment settings on site with the mobile app and sync them to your report.

Mobile App

Document Sections

Click a section to jump to it in the sample document.

General Information

Record balancing date, site address, basis, and technician details.

Object of Inspection

Identify the HVAC system, its type, condition, and operational dates.

Main Parameters

Document design airflow, measured airflow before and after, and adjustments.

Inspection Conditions

Describe conditions during balancing.

Additional Information

Provide overall balancing status and remarks.

Inspection Participants

List the technician, contractor, and building owner involved.

Signatures

Capture signatures of technician, contractor, and building owner.

Document Fields and Columns

General Information

Inspection date
Date of air balancing.
Address
Address of the balanced site.
Basis for inspection
Basis for balancing (e.g., post-installation, comfort complaint).
Expert
Name and qualification of the test and balance technician.

Object of Inspection

System Type
Type of HVAC system (e.g., ventilation, air conditioning).
System Name
Name or identifier of the HVAC system.
Technical State
Overall condition of the system.
Installation Date
Date of manufacture or installation.
Commissioning Date
Date when the system was commissioned.

Inspection Participants

No.
Sequential number of the participant.
Full name
Full name of the participant.
Position / status
Role or position of the participant.
Comment
Additional comments about the participant.

Frequently Asked Questions about Photo Reports and Photo Tables

What is a terminal device?

A terminal device is the point where air enters a room, such as a diffuser, grille, or register. Each device is balanced individually.

How is 'balanced' defined?

A system is considered balanced when the measured airflow at each terminal device is within an acceptable tolerance (typically ±10%) of the design airflow.

Can I record adjustments made?

Yes, the template includes a field to describe the adjustment made, such as damper position change or fan speed adjustment.

How many terminal devices can I include?

The measurements section is repeatable, so you can include as many terminal devices as needed.

Who needs to sign the report?

The test and balance technician, the HVAC contractor, and the building owner all sign to acknowledge the results.

Create Your Document Online

Enter inspection details and generate a ready-to-download document.