HVAC Air Balance Report Template

Build and download a free HVAC air balance report — record design vs measured airflow at every outlet, and every reading is auto-flagged against the NEBB, AABC, or TABB tolerance your specification names. PDF, Excel, or Word export.

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HVAC air balance report

Record design vs measured airflow at every outlet. Supply, return and exhaust are totalled separately, and each reading is flagged against the balancing standard your specification names.

Air Balance Report

HVAC · Test & Balance

Outlets tested

0/1

Supply design

Not set

Supply measured

Not set

Supply % of design

Not set

Pass / fail

0 / 0

NEBB Procedural Standards for TABSystem balance: Not tested
1Project & report detailsWho ran the test, on what system, and when.
Report number
Test date
Project name
System designation
TAB technician
Certification numberoptional
2TAB contractor & clientAppears at the top of the finished report.
TAB contractor
Project / client
3Test method & air temperaturesHow the airflow was read, and the temperature split across the coil.
Test method
Entering air °Foptional
Exiting air °Foptional
Outdoor air °Foptional
Tolerance basis & instrumentationNEBB ±10%
Governing standard
Instrument
Serial numberoptional
Last calibrated
4Air handling unitFan airflow and static pressure. Total SP is computed from the discharge and suction readings.
Unit tag
Make
Model
Serialoptional
Design CFM
Final CFM
Discharge SP
Suction SP
Total static pressureauto

Not set

Fan % of designauto

Not set

Fan result

Not tested
Commercial unit — motor & driveBelt drive only
Motor HPoptional
Motor RPMoptional
Fan RPMoptional
5Air outlet & inlet readingsEnter design and final airflow per outlet. Service decides which total the reading joins — supply, return and exhaust are never added together.
Not tested
Recommendationsoptional

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What's included

  • TAB contractor and project/client blocks
  • Report number, date, system designation, technician, and certification number
  • Governing standard selector — NEBB, AABC, TABB, or your project specification
  • Test method (flow hood, velocity × Ak, duct traverse) and heating/cooling mode
  • Instrument, serial number, and last calibration date
  • Entering, exiting, and outdoor air temperatures with an auto-calculated temperature drop
  • Supply, return, and exhaust totalled separately — never pooled into one meaningless figure
  • Air handler make, model, motor, drive, and electrical data
  • Discharge and suction static pressure with auto-calculated total SP
  • Per-outlet table — area, outlet number, type, size, Ak, design, preliminary, and final CFM
  • Automatic percent of design and pass/fail against the selected standard
  • Company logo upload, recommendations, notes, and technician sign-off
  • Export to PDF, Excel (.xlsx), or Word (.docx)

How to use this template

  1. 1

    Set up the report

    Add your company, the project and client, the system designation, and the TAB technician running the test along with their certification number.

  2. 2

    Pick the governing standard

    Choose NEBB, AABC, TABB, or enter your project specification band. This decides every pass/fail on the report — the three bodies publish genuinely different tolerances.

  3. 3

    Record the unit and conditions

    Log the air handler, its fan and drive data, and the discharge and suction static pressure. Add your instrument and its calibration date, plus site altitude and air temperature.

  4. 4

    Read every outlet

    Enter design and final CFM per outlet. Percent of design and the pass/fail result are calculated as you type, including the wider band for outlets in rooms with three or more registers.

  5. 5

    Sign off and export

    Add recommendations for anything out of tolerance, sign off, and download a clean PDF, Excel, or Word file for the closeout submittal.

Why air balance reports decide whether an HVAC system passes

A system can be installed perfectly and still fail. If the air is not where the design says it should be, rooms run hot and cold, equipment short-cycles, and the commissioning authority rejects the job. The air balance report is the document that proves the air actually landed where it was supposed to — outlet by outlet, in writing.

The tolerance is where most reports go wrong. NEBB, AABC, and TABB do not agree: NEBB allows an individual outlet in a room with three or more registers to sit within fifteen percent of design while holding the room itself to ten, and AABC replaces the percentage entirely with a ten CFM window once design drops to a hundred CFM or below. Use a flat ten percent on everything and you will fail a bathroom register that actually passes, and pass a fan that actually does not. This template applies the rule your specification names.

It also captures what the free templates on the market leave out — preliminary and final CFM, the Ak factor and its instrument caveat, calibration dates, and altitude and temperature correction. Build the report here, then let CloseCrew handle the phones so Larry books the next job while your technician finishes this one.

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Air Balance Report FAQs

What is an HVAC air balance report?

It is the record a test and balance technician produces after adjusting an air system — the design airflow versus the measured airflow at every supply, return, and exhaust outlet, plus the air handler fan and static pressure data. It is what proves the installed system delivers the design engineer's airflow, and it is normally required before a commercial job is accepted.

Ten percent of design is the figure all the major references converge on at terminals — NEBB, AABC, TABB, and ASHRAE 111 all land there. The differences are in the edge cases. NEBB widens to plus or minus fifteen percent for an individual outlet in a room with three or more outlets. AABC uses an asymmetric minus five to plus ten percent on fans, and swaps the percentage for a plus or minus ten CFM window when design is a hundred CFM or less. Pick the standard your specification names and this template applies its rules automatically.

Ak converts a measured face velocity into airflow: CFM equals Ak times velocity. But ASHRAE 111 defines it as the measured airflow divided by the velocity reading of a particular instrument used in a prescribed manner — it is an instrument-specific calibration ratio, not a free area. The same grille can carry very different Ak values depending on which meter you hold and where you hold the probe, and most manufacturers have stopped publishing it. Field-verify Ak against a duct traverse rather than assuming a catalog number carries over to your instrument.

Yes, if you are meaningfully above sea level or off standard temperature. The 4005 constant behind velocity-pressure readings assumes air at 0.075 pounds per cubic foot. In Denver, air is roughly 0.0616, so a velocity-pressure instrument under-reads by about ten percent until you correct it. Enter altitude and air temperature and this template calculates the density and the correction factor for you.

In practice they are the same document, and the terms are used interchangeably. "Test and balance" (TAB) is the broader industry term and can also cover hydronic balancing; "air balance" refers specifically to the air side. This template covers the air side — outlets, fan, and static pressure.

Yes. Build and download it free as a PDF, Excel, or Word file — no login. Add as many outlets as the job needs and customize the defaults for your typical systems.

Prove the air landed where it should. CloseCrew keeps the next job booked.

We will run your numbers on the call and tell you if the maths does not work for a shop your size. That happens, and it is a cheaper conversation than finding out three months in.

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