Medium
  • Apple

    iPhone, iPad

  • Android

    Android

  • Windows

    Windows Desktop

Balancing HVAC System: Balancing Procedures Mobile App

A well performed testing, adjusting and balancing (TAB) of a HVAC system is essential for the proper performance of that system and can enhance indoor air quality and efficiency. The Balancing HVAC System: Balancing Procedures mobile app was developed to assist in air balancing and air flow of air conditioning and water cooling systems to improve indoor air quality. A systematic approach is called for when balancing a HVAC air and water systems. The app includes is a general procedures that can be applied to all systems. Routine testing will improve energy efficacy. Use the app for both airside procedures and water side procedures.


  • Lendlease
  • The Cooperative
  • PG&E
  • Toys R Us
  • Red Bull
  • Mirvac

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Included Features

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Included Fields

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  • Ico textbox Job Site
  • Ico multiline Location
  • Ico textbox HVAC Technician Name
  • Ico date Date
  • Ico signature Signature
  • Ico checkbox All related HVAC and exhaust air system should be operating.
  • Ico checkbox Determine whether any other HVAC or exhaust air system could affect the system ready to be balanced.
  • Ico checkbox Make Pitot tube traverses on all main supply and major branch ducts where possible to determine the air distribution.
  • Ico checkbox Adjust balancing dampers of each major branch duct that is high on airflow.
  • Ico checkbox Measure and record the airflow of each terminal device in the system without adjusting any terminal outlet.
  • Ico checkbox The total airflow for the terminal outlets should be close to the Pitot tube traverse air measurement of that branch, and the main duct traverse air measurement should be within 10% of the total of all terminal outlet air measurements.
  • Ico checkbox Check for excessive duct leakage if total terminal outlet air measurements are less than 95% of the main duct traverse air measurements.
  • Ico checkbox Adjust the terminals that are highest on airflow to about 10% under design airflow.
  • Ico checkbox Next, adjust each terminal outlet throughout the zone or system to design airflow and record measurements and make any necessary branch damper adjustments.
  • Ico checkbox An additional adjusting pass throughout the system may be necessary.
  • Ico checkbox Adjust terminal device vanes to minimize drafts and for proper air distribution.
  • Ico checkbox Measure and record system static pressures.
  • Ico checkbox Measure and record all required outdoor air, return air, mixed air, and supply air dry bulb a wet bulb temperatures.
  • Ico checkbox Measure and record all coil entering air and leaving air dry bulb and wet bulb temperatures.
  • Ico checkbox Measure and record final fan motor full load amperages and voltages.
  • Ico checkbox If the airflow is low, proceed with a proportional balancing.
  • Ico multiline Comments
  • Ico checkbox Continually check system and vent air from high points and circuits with lower flows during hydronic balancing.
  • Ico checkbox Using “pump shutoff head,” verify each pump head, operating curve and impeller size.
  • Ico checkbox Adjust pump to design flow and record data.
  • Ico checkbox Adjust boilers and or chillers to design flows and temperatures and record data.
  • Ico checkbox If flow-measuring devices are used, record the flow data throughout the system before adjusting the system.
  • Ico checkbox Measure and record pressure drops through all coils and or units.
  • ...and More!

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