1Identify the balance type — spiral balances are cylindrical metal tubes visible in the sash side channels when the sash is tilted in; block-and-tackle balances use a cord and pulley system visible at the top of the frame channel; knowing the type determines the repair path
2For spiral balance failure, tilt the sash inward (most double-hung windows installed since the 1990s have tilt-in sashes) and unclip the balance from the sash pivot pin — the balance tube, pivot pin, and shoe are available as replacement kits matched to the window brand and sash weight
3Match the replacement balance to the correct tension — spiral balance tension codes are marked on the tube end or can be determined by the sash height and weight; using the wrong tension results in a sash that either falls or is too stiff to lift easily
4For older wood windows with block-and-tackle balances, replace both sides simultaneously even if only one side has failed — the remaining original cord is near end of life and will fail shortly after a single-side repair
5In wood windows with paint-bound channels, strip and clean the channel before installing new balances — install a channel liner or wax the painted channel to reduce friction
6If tilt-in hardware is damaged or missing from an older window being converted to spiral balances, a technician can install replacement tilt pins and confirm the complete balance-to-hardware fit before leaving