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Step 01 · Generate Forms

Turn equipment schedules into field-ready TAB forms

Import HVAC equipment schedules, map the source columns once, and let HvacForms create standardized forms automatically—without rebuilding every form by hand.

Equipment schedule being imported into HvacForms and converted into TAB forms
Schedule import automation

Seamlessly generate forms by importing equipment schedules

Use project schedules as the starting point for repeatable form creation. HvacForms separates source-column mapping from final report generation so the same workflow can be reused across projects.

Spreadsheet equipment schedule
01

Import the schedule

Start with equipment schedules exported from spreadsheets and .csv files.

Schedule columns mapped to HvacForms fields
02

Map the fields

Match schedule columns to report fields such as tag, system, design airflow, motor data, pump flow, and equipment location.

Multiple TAB report forms generated automatically
03

Create forms

Generate standardized forms for each scheduled asset, ready for field entry, review, and reporting.

Tablet completing TAB forms offline and synchronizing later
Built for field work

Keep working when the connection does not

Generated forms can be prepared before the technician enters the field. The workflow is designed around offline-capable data entry, local saving, and later synchronization when a connection becomes available.

Continue entering test data without a live connection.
Use field-ready forms on portable devices.
Synchronize completed work when connectivity returns.
Available form types

Generate the reports your project needs

HvacForms supports a broad set of airside, hydronic, ventilation, duct-traverse, and indoor-environment report types.

Airside systems

  • Fan Test Reports
  • Outlet Air Balance Reports
  • Terminal Box Test Reports
  • Economizer Outdoor Air Test Reports
  • Air Systems Recap

Hydronic systems

  • Hydronic Pump Test Reports
  • Water Balance Pressure Reports
  • Water Balance Thermal Reports
  • Chiller Test Reports

Duct traverse reports

  • Rectangular Duct Traverse Reports
  • Small Round Duct Traverse Reports
  • Large Round Duct Traverse Reports

Ventilation and environment

  • Building Ventilation Pressure Reports
  • Indoor Air Quality Reports
Less setup. More field work.

Build consistent forms before the technician arrives onsite.

Try it out
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