Co-op boards, management companies, and the paperwork before the wrench
Almost no Manhattan job starts with a truck roll. It starts with a managing agent, a super, or a co-op board member who needs to know whether you carry the insurance limits their building requires before you are allowed past the loading dock. A certificate of insurance naming the corporation, the managing agent, and sometimes the sponsor is a prerequisite for the elevator, not a formality you handle afterward.
That means the first call is really an intake interview. Which building. Which management company. Who holds the keys to the mechanical room. Whether the unit owner or the building is paying. Whether the work is inside the line or on common elements. Offices that capture those answers on the first call quote accurately; offices that don't spend three days playing phone tag with a super who only picks up between 8 and 10 in the morning.