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Air balancing report template
Record ventilation terminal design flows, measured readings, test conditions and outstanding work against project criteria. View the questions, try the live form or download a blank PDF or Word copy.
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What does this template record?
Record ventilation terminal design flows, measured readings, test conditions and outstanding work against project criteria.
Last updated . Facts checked by the SiteSurvey team on 9 October 2026 against ServiceTitan air balance report template.
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Every question in the air balancing report template
Record ventilation terminal design flows, measured readings, test conditions and outstanding work against project criteria. 4 sections and 29 questions. Follow-up questions and guidance appear only when an answer calls for them, so the person on site never sees the ones that do not apply.
Make it your own: every question is editable
This is a starting point, not a fixed form. Once it is in your SiteSurvey account you can reword any question, add or remove questions, sections and answer options, and add your own logo, so it fits the way your team works and the jobs you do.
Details you only enter once
Add this form to a project in SiteSurvey and it fills in what the project already knows, so nobody on site retypes it and every form on the job uses the same names. Anything filled in can still be changed.
- Project or site: the project name
System and test references
- Project or site*Short answerFills in from the project name
- Record reference*Short answer
- Record date*Date
- Prepared by*Short answer
- System or AHU reference*Short answer
- Design drawing and revision*Short answer
- Test procedure reference*Short answer
- Instrument model and serial*Short answer
- Calibration record and due date*Short answer
Test conditions
- Operating mode, fan setting and conditions*Notes
- Access limitations or none*Notes
- Airflow unit for this record*Choose one
- L/s
- m3/h
- CFM
- GuidanceUse the same airflow unit for every design and measured value in this record. Record the applicable project acceptance criteria; this form does not prescribe tolerances.
Terminal readings
- Terminal readingsRepeat for each entry. Each one asks:
- Terminal ID*Short answer
- Room or location*Short answer
- Air path*Choose one
- Supply
- Extract
- Return
- Design airflow*Number
- Measured airflow*Number
- Acceptance criterion and reference*Short answer
- Recorded result*Choose one
- Meets stated criterion
- Does not meet stated criterion
- Not assessed
- Adjustment or reason not assessed*NotesShown only when the answers above make it relevant
- Retest airflowNumber
- Retest record referenceShort answer
- Terminal identification or instrument photosPhotos
Review and outstanding work
- Overall recorded status*Choose one
- Complete against stated criteria
- Outstanding work
- Not assessed
- Outstanding work or assessment limitations*NotesShown only when the answers above make it relevant
- Next action or reason none is needed*Notes
- Responsible person*Short answer
- GuidanceThis is a readings record. It does not calculate airflow, certify system performance or replace the competent person’s commissioning assessment.
- Reviewed byShort answer
- Reviewer acknowledgementSignature
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A completed air balancing report report, made by SiteSurvey from a fictional site visit: every answer, the photos, the guidance that applied and the sign-off, ready to send as a PDF.
Air balancing report FAQs
What belongs in an air balancing report?
Record system and drawing references, test conditions, instruments, airflow units, terminal IDs, design and measured flows, project criteria and outstanding work.
Does the form calculate airflow or pass and fail results?
No. Enter readings and the competent person’s recorded result. The template does not derive airflow from velocity or apply a universal tolerance.
How should retests be recorded?
Keep the original measured flow, describe the adjustment, record the retest flow and reference the retest record. Retain unresolved results in the summary.
Is this an HVAC maintenance checklist?
No. It records air-balancing measurements against design references. Routine inspection and servicing belong in the HVAC or AHU maintenance checklist.
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