Your Service Center’s 6-Step Data Privacy Checklist

As automotive technology evolves, dealerships collect more personal and vehicle data than ever before. From service scheduling and digital repair orders to mobile pay and connected vehicle updates, sensitive information moves through multiple systems and across multiple teams every day. 

That means even a single weak point can put customer privacy (and your reputation) at risk.


How to Strengthen Data Security at Every Service Touchpoint


Building a culture of data protection doesn’t require a complete systems overhaul. It starts with a clear plan, consistent practices, and the right tools to keep every interaction secure. 

Use this checklist to keep customer data protected from check-in to checkout. 

1. Secure every touchpoint in the service process. Each customer interaction is an opportunity to strengthen security. Ensure every platform your team uses, from your DMS to service scheduling tools, is protected with strong passwords, role-based access, and multi-factor authentication. 

Watch for: Shared logins or inactive user accounts that remain open. These small oversights are among the most common dealership vulnerabilities. 


2. Encrypt and limit access to sensitive data. Personal details like addresses, payment information, and VINs should only be visible to employees who need them to perform their job functions. Data encryption (both in transit and at rest) helps protect against internal and external breaches. 

Watch for: Unsecured spreadsheets or printed documents with customer information left in shared spaces. 


3. Keep systems and software up to date. Outdated software, browsers, and plug-ins create easy entry points for cyber threats. Regularly update your dealership’s systems, including your DMS, CRM, and service communication tools

Watch for: Delays in applying security patches or updates. Even a short lapse can expose sensitive data. 


4. Train employees on privacy best practices. Your team is your first line of defense. Provide regular training on data handling, password hygiene, phishing recognition, and the importance of securing physical documents. 

Watch for: Employees forwarding customer information through personal email or unsecured channels. A quick refresher can prevent costly mistakes. 


5. Protect data beyond the sale or service. Automotive data security doesn’t end when the RO closes. Delete or anonymize old customer records when they’re no longer needed, and ensure third-party vendors meet the same data protection standards your dealership follows. 

Watch for: Long-term storage of unnecessary data, especially on personal devices or unencrypted drives. 


6. Communicate your commitment to privacy. Customers value transparency. Display your dealership’s privacy policy clearly online and in-store, as well as reassure customers that their personal and vehicle information is handled securely. 

Watch for: Generic or outdated privacy statements that don’t reflect your current digital and service practices.


Data Protection Builds Trust—and Loyalty

Protecting consumer data is more than a compliance task; it’s a business advantage. When customers trust you with their information, they’re more likely to return for future service, share positive feedback, and recommend your dealership to others.


The Right Tools Can Help You Safeguard Customer Data

From secure service communications to integrated data management, Affinitiv can help dealerships maintain compliance and customer confidence with every repair order. Protecting customer trust starts with protecting their data, so let’s make sure your service department is ready. Contact us today to learn more.

A great customer experience is everything.

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