HVAC Test and Balance Report Template (Free Download) - Housecall Pro

HVAC test and balance template

HVAC test and balance reports are crucial to the operation of commercial air conditioning and heating systems. These reports give building managers information on how their systems operate, so they can make key HVAC installation and maintenance decisions.

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What does HVAC test and air balance report template include?

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.

What else you need to know about HVAC air balance reports

• Check ductwork : make sure there is no leak as these would affect the efficiency of your system.

• Balancing dampers, air quantity of return air grille and diffuser: These are important in controlling the flow and volume of air.

• Pitot tube traverse: the pitot tube is inserted into the duct with its tip towards the airflow. Accurate measurement requires density correction and a careful traverse.

• Airflow of exhaust fan: volume of air expelled by the exhaust fan.

• Exhaust duct system: this takes polluted air out of the room

• Supply air CFM: The cubic feet per minute – fpm -is the velocity or speed at which air flows in the room based on the fan speed

• Check exhaust-air dampers: the volume damper ensure that air flows out of the room and prevent the same air from flowing back into the room.

• Air handling unit (AHU) reconditions and circulate air as part of the HVAC system to maintain room comfort.

• Verify test datapoint: as a technician, it is important to verify test data point for information to enable the system balancing and follow procedural standards to ensure accuracy.

• Pertinent design data are needed for the balance report. These can be gleaned from the system’s plan which should be examined in preparation for the air balancing project.

HVAC test and balance report example

General fields in an HVAC test and balance report include:

1. Company name issuing the report

2. Information on system components

3. Supply diffuser locations and adjustment modes

4. Distribution type, type of return, and type of supply

HVAC test and balance report template download

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An HVAC business plan includes:

1. Executive summary, company description, and business structure

2. Market research, analysis, marketing plan, and sales strategy

3. Products and services, staffing needs, and financial projections

4. Request for funding, if needed

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